DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Batavia, 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.
| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| Axiom Investors Collective Investme | Axiom Investors, LLC | Pooled vehicle | $1.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Axiom Investors Collective Investme | Axiom Investors, LLC | Pooled vehicle | $1.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Hardman Johnston Int'l Equity Group | Hardman Johnston Global Advisors | Public equity | $1.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Hardman Johnston Int'l Equity Group | Hardman Johnston Global Advisors | Public equity | $941,538 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Russell 3000 Index Fund | Blackrock Institutional Trust Co,na | Pooled vehicle | $717,718 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Russell 3000 Index Fund | Blackrock Institutional Trust Co,na | Pooled vehicle | $619,507 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $331,588 | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 89 | $15.8M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 5 | $951,181 | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Mercer | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Reliance Trust Company | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Axiom Investors, LLC | n/a | Dec 31, 2023 | n/a | yes | fact |
| Hardman Johnston Global Advisors | n/a | Dec 31, 2023 | n/a | yes | fact |