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Allocators
Maple Grove, MN
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 |
|---|---|---|---|---|---|---|
| L&g Global Core Infrastructure Nl | Legal & General Inv Mgmt America | infrastructure | $1.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| L&g Global Core Infrastructure Nl | Legal & General Inv Mgmt America | infrastructure | $1.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| L&g Global Core Infrastructure Nl | Legal & General Inv Mgmt America | infrastructure | $807,891 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Wtc-Cif II Smid Cap Research Equity | Wellington Trust Company, Na | Public equity | $410,057 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Wtc-Cif II Smid Cap Research Equity | Wellington Trust Company, Na | Public equity | $383,025 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Wtc-Cif II Smid Cap Research Equity | Wellington Trust Company, Na | Public equity | $368,014 | Dec 31, 2024 | 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 | $184,813 | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 14 | $1.4M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 84 | $8.1M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Deloitte Consulting LLP | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| US Bank | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Mercer Investments LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |