DFX Intelligence
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Reading the graph
Allocators
Lynchburg, VA
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 |
|---|---|---|---|---|---|---|
| Russell Instl Multi Asset Core Plus | Russell Trust Company | Fixed income | $55.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Russell 10-15 Yr Strips Fxd Inc Fd | Frank Russell Company | Pooled vehicle | $30.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Russell 25 Plus Yr Strips Fixed Inc | Frank Russell Company | Fixed income | $24.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Russell 15-20 Yr Strips Fxd Inc Fd | Frank Russell Company | Pooled vehicle | $12.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| 14 Year Ldi Fixed Income Fund | Frank Russell Company | Fixed income | $11.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Russell 8-Year Ldi Fixed Income Fd | Frank Russell Company | Fixed income | $11.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Russell Long Dur Fixed Income Fd | Russell Trust Company | Fixed income | $9.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Short-Term Investment Fund | Russell Trust Company | cash | $705,703 | Dec 31, 2023 | 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 | $705,703 | Dec 31, 2023 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Russell Trust Company | Directed trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| AON Consulting, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Frank Russell Company | n/a | Dec 31, 2022 | n/a | yes | fact |