DFX Intelligence
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Reading the graph
Allocators
Merrillville, IN
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 |
|---|---|---|---|---|---|---|
| Bnym Mellon Afl-Cio Sl Broad Market | BNY Mellon | Pooled vehicle | $86.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Bnym Mellon Afl-Cio Sl Broad Market | BNY Mellon | Pooled vehicle | $81.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Bnym Mellon Afl-Cio Sl Broad Market | BNY Mellon | Pooled vehicle | $73.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Bnym-M Db Sl Aggregate Bif | BNY Mellon | Pooled vehicle | $48.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Ir&m Core Bond Collective Fund | Ir+m Collective Investment | Fixed income | $32.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Loomis Sayles Core Plus Fixed Incom | Loomis Sayles | Fixed income | $32.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Bnym-M Db Sl Aggregate Bif | BNY Mellon | Pooled vehicle | $25.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Bnym Mellon Db Sl Acwi Ex-Us Fund | BNY Mellon | Pooled vehicle | $23.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Bnym Mellon Db Sl Acwi Ex-Us Fund | BNY Mellon | Pooled vehicle | $23.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Bnym Mellon Db Sl Stock Index Fund | BNY Mellon | Public equity | $20.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $12.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $10.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $10.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Bnym-M Db Sl Aggregate Bif | BNY Mellon | Pooled vehicle | $3.6M | 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 | 3 | $6.2M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $933,704 | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 20 | $49.7M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 76 | $188M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| PNC Bank | custodian | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Marquette Associates Inc. | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| O'Sullivan & Associates | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| OLD National Bank | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| O'Sullivan Associates | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Sierra Investment Partners Inc. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Aristotle | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Macquarie (delaware) | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Foundry Partners LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Chartwell Investment Partners | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Sage Advisory Services Ltd. Co. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Fiera Capital | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |