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Allocators
Clifton, NJ
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 |
|---|---|---|---|---|---|---|
| Ibew-Neca Equity Index Fund | Chevy Chase | Public equity | $5.2M | Oct 31, 2025 | Collective trust | Dol form 5500 pension |
| Ibew-Neca Equity Index Fund | Chevy Chase | Public equity | $4.2M | Oct 31, 2024 | Collective trust | Dol form 5500 pension |
| Ibew-Neca Equity Index Fund | Chevy Chase | Public equity | $3.1M | Oct 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 | $326,949 | Oct 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 5 | $1.6M | Oct 31, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 17 | $5.7M | Oct 31, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 11 | $3.9M | Oct 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 15 | $5.2M | Oct 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 38 | $12.7M | Oct 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 13 | $4.5M | Oct 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Morgan Stanley Smith Barney | Investment adviser | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |
| The Segal Co. (eastern States) Inc. | actuary | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Chevy Chase | n/a | Oct 31, 2024 | n/a | yes | fact |
| Morgan Stanley Smith Barney, LLC | Investment management | Nov 1, 2024 | Oct 31, 2025 | no | fact |
| Stacey Braun Associates, Inc. | Investment management | Nov 1, 2024 | Oct 31, 2025 | no | fact |
| WCM Investment Management, LLC | Investment management | Nov 1, 2022 | Oct 31, 2023 | no | fact |