DFX Intelligence
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Allocators
Greer, SC
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 |
|---|---|---|---|---|---|---|
| Prudential Short-Term | Prudential Retirement & Annuity Ins | cash | $8.9M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Wilton Private | n/a | Pooled vehicle | $19,169 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Partnership/joint venture interests | n/a | n/a | n/a | 0 | $19,169 | Dec 31, 2022 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 70 | $8.9M | Dec 31, 2022 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Cuni, Rust & Strenk | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Prudential Retirement & Annuity Ins | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |