DFX Intelligence
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Reading the graph
Allocators
Canfield, OH
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 |
|---|---|---|---|---|---|---|
| Western Asset US Core Plus LLC | Western Asset | Fixed income | $11.9M | Jun 30, 2024 | 103 12 ie | Dol form 5500 pension |
| Western Asset US Core Plus LLC | Western Asset | Fixed income | $8.9M | Jun 30, 2023 | 103 12 ie | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $3.8M | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $3.5M | Jun 30, 2025 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $3.4M | Jun 30, 2024 | Separate account | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $2.5M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $2.2M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $2.1M | Jun 30, 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 | 0 | $77,896 | Jun 30, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 3 | $3.2M | Jun 30, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 9 | $8.7M | Jun 30, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 4 | $3.9M | Jun 30, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 2 | $2.1M | Jun 30, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 2 | $2.2M | Jun 30, 2025 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 4 | $3.5M | Jun 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 74 | $68.7M | Jun 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Segal Marco Advisors | Investment adviser | Jul 1, 2023 | Jun 30, 2024 | no | fact | Dol form 5500 pension |
| Comerica Bank | custodian | Jul 1, 2023 | Jun 30, 2024 | no | fact | Dol form 5500 pension |
| Western Asset Management | custodian | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Cuni, Rust & Strenk | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Cuni, Rust, Strenk | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Segal Marco Advisors | Pension consultant | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Western Asset | n/a | Jun 30, 2024 | n/a | yes | fact |
| Merganser Capital Management | Investment management | Jul 1, 2024 | Jun 30, 2025 | no | fact |
| Western Asset Management | Investment management | Jul 1, 2023 | Jun 30, 2024 | no | fact |
| Comerica | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |