DFX Intelligence
Data Factory
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Reading the graph
Allocators
New York, NY
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 |
|---|---|---|---|---|---|---|
| Standard Insurance Company | Standard Insurance Company | Pooled vehicle | $2.4M | Dec 30, 2024 | Collective trust | Dol form 5500 pension |
| Standard Insurance Company | Standard Insurance Company | Pooled vehicle | $2.1M | Dec 30, 2023 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Common/collective trusts | n/a | n/a | n/a | 5 | $2.4M | Dec 30, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 95 | $48.1M | Dec 30, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Wilmington Trust Fiduciary Services | custodian | Dec 31, 2022 | Dec 30, 2023 | no | fact | Dol form 5500 pension |
| USI Consulting Group | actuary | Dec 31, 2022 | Dec 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Creative Planning | Investment management | Dec 31, 2023 | Dec 30, 2024 | no | fact |
| Lockton Investment Advisors, LLC | Investment management | Dec 31, 2022 | Dec 30, 2023 | no | fact |