DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Lansing, MI
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 |
|---|---|---|---|---|---|---|
| Legal & General S&p 500 Cit Fund | Legal and General | Pooled vehicle | $25.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Legal & General S&p 500 Cit Fund | Legal and General | Pooled vehicle | $23.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Legal & General S&p 500 Cit Fund | Legal and General | Pooled vehicle | $18.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $3.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $3.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $3.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Legal & General Msci Acwi Ex US Cit | Legal and General | Pooled vehicle | $2.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Legal & General Msci Acwi Ex US Cit | Legal and General | Pooled vehicle | $2.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Legal & General Msci Acwi Ex US Cit | Legal and General | Pooled vehicle | $1.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Victory Trivalent International Sma | n/a | Pooled vehicle | $1.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Victory Trivalent International Sma | n/a | Pooled vehicle | $1.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Victory Trivalent International Sma | n/a | Pooled vehicle | $1.4M | Dec 31, 2022 | 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 | 2 | $2.5M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $226,301 | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 14 | $15.6M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 9 | $10.5M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 0 | $560,584 | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 7 | $8.0M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 29 | $33.2M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 16 | $17.6M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 15 | $17.0M | Dec 31, 2024 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 4 | $4.6M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| First State Trust Company | custodian | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Morgan Stanley Smith Barney, LLC | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Segal | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Legal & General Investment Mgmt | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Victory Capital Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |