DFX Intelligence
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Reading the graph
Allocators
Middleburg Heights, OH
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 Long Duration U.S. | Legal and General | Fixed income | $32.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Legal & General Long Duration U.S. | Legal and General | Fixed income | $32.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Wtc-Cif II US Inv Grade Corp Long B | Wellington Fd | Pooled vehicle | $31.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Wtc-Cif II US Inv Grade Corp Long B | Wellington Fd | Pooled vehicle | $30.5M | 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 | 1 | $762,573 | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 5 | $5.5M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 61 | $62.5M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 33 | $34.2M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Bank of New York Mellon | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Willis Towers Watson US LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Legal & General Inv Mgmt America | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Ancora Advisors | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |