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 |
|---|---|---|---|---|---|---|
| UPS Group Trust Plan | n/a | Pooled vehicle | $21B | 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 | 0 | $1.3M | Dec 31, 2024 | Derived |
| Master trust investment accounts | n/a | n/a | n/a | 99 | $21B | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 0 | $71.4M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Mercer | General consultant | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Deloitte Tax LLP | General consultant | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| PWC US Tax LLP | General consultant | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Bank of New York Mellon | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Willis Towers Watson US LLC | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| AON Consulting, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Willis Towers Watson US LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Deloitte | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Pension Benefit Information, LLC | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Silvant Capital Management | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Nisa Investment Advisors, LLC | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Securian Life Insurance | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Evive Health, LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Alere Wellbeing, Inc | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |