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Allocators
Concord, NH
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 | n/a | Public equity | $20.6M | May 31, 2023 | Collective trust | Dol form 5500 pension |
| Ibew-Neca Equity Index Fund | Chevy Chase | Public equity | $17.6M | May 31, 2025 | Collective trust | Dol form 5500 pension |
| Ibew-Neca Equity Index Fund | Chevy Chase | Public equity | $16.7M | May 31, 2024 | Collective trust | Dol form 5500 pension |
| Martin Currie Em Mkts Cit | Martin Currie | Pooled vehicle | $4.9M | May 31, 2025 | Collective trust | Dol form 5500 pension |
| Martin Currie Em Mkts Cit | Martin Currie | Pooled vehicle | $4.6M | May 31, 2024 | Collective trust | Dol form 5500 pension |
| Brandywine Global Investment Manage | Brandywine Global Investment Mgmt. | Pooled vehicle | $3.8M | May 31, 2025 | Collective trust | Dol form 5500 pension |
| Brandywine Global Multi-Sector Fund | Brandywine Global | Pooled vehicle | $3.8M | May 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 | 1 | $1.0M | May 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $492,633 | May 31, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 5 | $3.2M | May 31, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 21 | $14.9M | May 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 38 | $26.3M | May 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 33 | $23.3M | May 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Keystone 74 Benefits and Admin | actuary | Jun 1, 2024 | May 31, 2025 | no | fact | Dol form 5500 pension |
| Bolton Partners Ne, Inc. | actuary | Jun 1, 2023 | May 31, 2024 | no | fact | Dol form 5500 pension |
| Amalgamated Bank of New York | custodian | Jun 1, 2023 | May 31, 2024 | no | fact | Dol form 5500 pension |
| Pension Fund Evaluations | Investment adviser | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |
| Bolton Partners Northeast, Inc. | actuary | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |
| Segal Marco Advisors | Investment adviser | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Chevy Chase | n/a | May 31, 2025 | n/a | yes | fact |
| Martin Currie | n/a | May 31, 2025 | n/a | yes | fact |
| Brandywine Global | n/a | May 31, 2024 | n/a | yes | fact |
| Intercontinental Real Estate Invest | Investment management | Jun 1, 2024 | May 31, 2025 | no | fact |
| IFM Investors Advisor LLC | Investment management | Jun 1, 2023 | May 31, 2024 | no | fact |
| National Real Estate Advisors | Investment management | Jun 1, 2023 | May 31, 2024 | no | fact |
| US Real Estate Investment Fund LLC | Investment management | Jun 1, 2023 | May 31, 2024 | no | fact |
| Brandywine Global | Investment management | Jun 1, 2023 | May 31, 2024 | no | fact |
| The Dsf Group | Investment management | Jun 1, 2022 | May 31, 2023 | no | fact |
| Indure Build-To-Core Fund, LLC | Investment management | Jun 1, 2022 | May 31, 2023 | no | fact |
| Intercontinental Real Estate Corp. | Investment management | Jun 1, 2022 | May 31, 2023 | no | fact |
| Atalanta Sosnoff Capital | Investment management | Jun 1, 2022 | May 31, 2023 | no | fact |