DFX Intelligence
Data Factory
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Reading the graph
Allocators
Kansas City, MO
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 |
|---|---|---|---|---|---|---|
| Fiam Long Corporate a Or Better | Fidelity Institutional Asset Mgmt | Pooled vehicle | $5.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Long Corporate a Or Better | Fidelity Institutional Asset Mgmt | Pooled vehicle | $4.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Short Duration Comm Pl | Fidelity Institutional Asset Mgmt | Pooled vehicle | $3.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Long Corporate a Or Better | Fidelity Institutional Asset Mgmt | Pooled vehicle | $3.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Short Duration Comm Pl | Fidelity Institutional Asset Mgmt | Pooled vehicle | $3.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Intermediate Duration Comm Pl | Fidelity Institutional Asset Mgmt | Pooled vehicle | $3.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Short Duration Comm Pl | Fidelity Institutional Asset Mgmt | Pooled vehicle | $3.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam 8-10 Year Corporate Bond | Fidelity Institutional Asset Mgmt | Fixed income | $2.8M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam 8-10 Year Corporate Bond | Fidelity Institutional Asset Mgmt | Fixed income | $2.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Intermediate Duration Comm Pl | Fidelity Institutional Asset Mgmt | Pooled vehicle | $2.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Intermediate Duration Comm Pl | Fidelity Institutional Asset Mgmt | Pooled vehicle | $2.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam 8-10 Year Corporate Bond | Fidelity Institutional Asset Mgmt | Fixed income | $2.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Common/collective trusts | n/a | n/a | n/a | 100 | $12.7M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| FID Mgmt Trust Co | trustee | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Cowden Associates | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Fidelity Institutional Asset Mgmt T | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Cook Street Consulting, Inc | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Fidelity Investments | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Fidelity Institutional Asset Mgmt | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |