DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Rochester, NY
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 |
|---|---|---|---|---|---|---|---|
| CASH SURRENDER VALUE OF LIFE INSURANCE | n/a | n/a | n/a | 0 | $204,799 | Jun 30, 2025 | Reported |
| COMMINGLED FIXED INCOME FUNDS | n/a | n/a | n/a | 10 | $142M | Jun 30, 2025 | Reported |
| HEDGE FUNDS | n/a | n/a | n/a | 19 | $277M | Jun 30, 2025 | Reported |
| BENEFICIAL INTERESTS IN TRUSTS | n/a | n/a | n/a | 0 | $2.3M | Jun 30, 2025 | Reported |
| PRIVATE PLACEMENTS | n/a | n/a | n/a | 40 | $581M | Jun 30, 2025 | Reported |
| COMMINGLED EQUITY FUNDS | n/a | n/a | n/a | 31 | $460M | Jun 30, 2025 | Reported |