DFX Intelligence
Data Factory
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Allocators
Lancaster, PA
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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| U.S. Government securities | n/a | n/a | n/a | 7 | $6.0M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| C••••• S••••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| F••••• F•••••••• A••••••• | Directed trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| G•••••• S•••• A•••• M••••••••• | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| S•••• C•••••• M••••••••• I•• | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| $4.1M |
| Dec 31, 2024 |
| Derived |
| Registered investment companies | n/a | n/a | n/a | 73 | $62.8M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 15 | $12.6M | Dec 31, 2024 | Derived |
| Dol form 5500 pension |
| Investment management |
| Jan 1, 2024 |
| Dec 31, 2024 |
| no |
| fact |
| J••• M••••• I••••••••• M••••••••• | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| S••• F•••• M••••••••• I••• | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| F•••••••• I••••••••• M••••••••• C•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| J•••• •••• I••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| J••• H•••••• A•••••••• L•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| H••••• A••••••••• L• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| P•••••••• S••••••• A•••• M••••••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| S•••• C•••••• • I••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| J••• M••••• C•••• • C• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| D•••••• H••• C•••••• M••••••••• I•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| C•••••• A••••••• L•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| F•••• P•••••• A•••••••• L•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| G•••••• S•••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| F•••• T•••• P••••••••• L• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| B•••••••• F••• A••••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| T• R••• P•••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| P•••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| D•••• • C•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| E••••••• L•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |