DFX Intelligence
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Reading the graph
Allocators
West Seneca, 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 |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $1.4M | Jun 30, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $624,057 | Jun 30, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 11 | $8.3M | Jun 30, 2025 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 3 | $2.2M | Jun 30, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 4 | $3.1M | Jun 30, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 3 | $2.4M | Jun 30, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 3 | $2.3M | Jun 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 24 | $18.5M | Jun 30, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 39 | $30.0M | Jun 30, 2025 | Derived |
| Preferred stock | n/a | n/a | n/a | 0 | $20,341 | Jun 30, 2025 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 10 | $7.6M | Jun 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| UBS Financial Services Inc. | Investment adviser | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| USI Consulting Group | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Polen Capital Management | Investment management | Jul 1, 2023 | Jun 30, 2024 | no | fact |
| Equity Investment Corporation | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Thomas White International | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Edge | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Capital Research and Management Com | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Invesco Advisers, Inc. | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Sage Advisory Services Ltd. Co. | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |