DFX Intelligence
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Reading the graph
Allocators
Bothell, WA
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 |
|---|---|---|---|---|---|---|
| Artisan Multiple Investment Trust | Artisan Global Value Trust | Pooled vehicle | $13.9M | Aug 31, 2025 | Collective trust | Dol form 5500 pension |
| Artisan Multiple Investment Trust | Artisan Global Value Trust | Pooled vehicle | $11.1M | Aug 31, 2024 | Collective trust | Dol form 5500 pension |
| State Street Real Asset Non-Lending | State Street Global Advisors Trust | Real assets | $10.4M | Aug 31, 2025 | Collective trust | Dol form 5500 pension |
| Artisan Multiple Investment Trust | Artisan Global Value Trust | Pooled vehicle | $9.3M | Aug 31, 2023 | Collective trust | Dol form 5500 pension |
| State Street Real Asset Non-Lending | State Street Global Advisors Trust | Real assets | $9.3M | Aug 31, 2024 | Collective trust | Dol form 5500 pension |
| State Street Real Asset Non-Lending | State Street Global Advisors Trust | Real assets | $8.6M | Aug 31, 2023 | 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 | 1 | $3.1M | Aug 31, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 20 | $43.9M | Aug 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 11 | $24.3M | Aug 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 66 | $148M | Aug 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Wells Fargo | custodian | Sep 1, 2023 | Aug 31, 2024 | no | fact | Dol form 5500 pension |
| Horizon Actuarial Services | actuary | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| RVK, Inc. | Investment adviser | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| Principal Custody Solutions | custodian | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| State Street Global Advisors | custodian | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| Frsecure | General consultant | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| State Street Global Advisors | Investment management | Sep 1, 2023 | Aug 31, 2024 | no | fact |
| Pgim Real Estate - Prisa II LP | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |