DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Atlanta, GA
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 |
|---|---|---|---|---|---|---|
| Legal & General Long Duration U.S. | Legal and General | Fixed income | $117M | Dec 31, 2023 | 103 12 ie | Dol form 5500 pension |
| Legal & General Long Duration U.S. | Legal and General | Fixed income | $106M | Dec 31, 2022 | 103 12 ie | Dol form 5500 pension |
| Aviva Long Duration Government Cred | n/a | Fixed income | $106M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Legal & General Long Duration U.S. | Legal and General | Fixed income | $99.7M | Dec 31, 2024 | 103 12 ie | Dol form 5500 pension |
| Wtc-Cif II US Investment Grade Inte | Wellington Fd | Pooled vehicle | $70.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Wtc-Cif II US Investment Grade Inte | Wellington Fd | Pooled vehicle | $67.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Wtc-Cif II US Inv Grade Intermediat | Wellington Trust Company, Na | Pooled vehicle | $62.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Ssga Long US Treasury Index Nl Fund | State Street - Russell 2000 | Fixed income | $60.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Ssga Long US Treasury Index Nl Fund | State Street - Russell 2000 | Fixed income | $58.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Nepc Global Equity Cit | n/a | Public equity | $39.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Nepc Global Equity Cit | n/a | Public equity | $30.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Ssga US Treasury Index Nl Ctf | n/a | Fixed income | $28.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Ir&m Long Corporate Collective Fund | Ir+m Collective Investment | Pooled vehicle | $28.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Ir&m Long Corporate Collective Fund | Ir+m Collective Investment | Pooled vehicle | $27.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Ssga US Treasury Index Nl Ctf | n/a | Fixed income | $23.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Nepc Diversified Credit Cit | n/a | Private credit | $21.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| S&p 500 Flagship Nl Fund | State Street - Russell 2000 | Pooled vehicle | $21.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Nepc Diversified Credit Cit | n/a | Private credit | $20.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Nepc Global Equity Cit | n/a | Public equity | $19.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| State Street 20 Year U.S. Treasury | State Street Global Advisors Trust | Fixed income | $18.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| State Street 20 Year U.S. Treasury | State Street Global Advisors Trust | Fixed income | $18.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Ftse Rafi US 1000 Index Nl Ctf | n/a | Pooled vehicle | $13.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| S&p 500 Flagship Nl Fund | State Street - Russell 2000 | Pooled vehicle | $12.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Ssga US Treasury Index Nl Ctf | n/a | Fixed income | $12.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Ftse Rafi US 1000 Index Nl Ctf | n/a | Pooled vehicle | $12.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $2,338 | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 0 | $1.6M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 70 | $298M | Dec 31, 2024 | Derived |
| 103-12 investment entities | n/a | n/a | n/a | 26 | $110M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 4 | $16.6M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Milliman, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Northern Trust Co. | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Legal & General Inv Mgmt America | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Income Research & Mgmt. Inc. | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Aviva Investors Americas LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Acadian Asset Management Headquarte | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Wellington Trust Company | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| State Street Research & Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |