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Allocators
Goodlettsville, TN
Data as of (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| Ibew-Neca Equity Index Fund | Chevy Chase | Public equity | $27.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Ibew-Neca Equity Index Fund | Chevy Chase | Public equity | $24.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Ibew-Neca Equity Index Fund | Chevy Chase | Public equity | $22.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Afl-Cio Building Investment Trust | Great Gray Trust Company | Pooled vehicle | $1.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Afl-Cio Building Investment Trust | Great Gray Trust Company | Pooled vehicle | $982,322 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Afl-Cio Building Investment Trust | Great Gray Trust Company | Pooled vehicle | $978,597 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 0 | $68,689 | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $261,489 | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 25 | $13.3M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 10 | $5.0M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 10 | $5.5M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 53 | $28.0M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Chevy Chase Trust | custodian | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Southern Benefit Administrators | General consultant | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Money Market Fund | custodian | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Great Gray Trust Company | custodian | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Southern Benefit Administrators | Pension consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| United Actuarial Services, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Segal Marco Advisors | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Chevy Chase | n/a | Dec 31, 2024 | n/a | yes | fact |
| Wedge Capital Management LLP | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| National Real Estate Advisors | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |