DFX Intelligence
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Reading the graph
Allocators
East Aurora, 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 |
|---|---|---|---|---|---|---|
| CG Long Duration Credit Trust US | Capital Guardian Trust Company | Private credit | $112M | Sep 30, 2024 | Collective trust | Dol form 5500 pension |
| CG Long Duration Credit Trust US | Capital Guardian Trust Company | Private credit | $92.1M | Sep 30, 2023 | Collective trust | Dol form 5500 pension |
| State Street Emerging Markets Index | Transamerica Financial Life Insuran | Public equity | $24.6M | Sep 30, 2025 | Collective trust | Dol form 5500 pension |
| Mercer US Core Real Estate Portfoli | Mercer Investments LLC | Real estate | $16.8M | Sep 30, 2025 | 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 | 5 | $22.1M | Sep 30, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 2 | $8.7M | Sep 30, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 94 | $447M | Sep 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Wilmington Trust | trustee | Oct 1, 2024 | Sep 30, 2025 | no | fact | Dol form 5500 pension |
| Milliman, Inc. | actuary | Oct 1, 2024 | Sep 30, 2025 | no | fact | Dol form 5500 pension |
| Mercer Investments LLC | Investment adviser | Oct 1, 2024 | Sep 30, 2025 | no | fact | Dol form 5500 pension |
| The Angell Pension Group, Inc. | General consultant | Oct 1, 2023 | Sep 30, 2024 | no | fact | Dol form 5500 pension |
| Aon | actuary | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| M&t Bank | trustee | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Dietz & Lynch Capital | Investment adviser | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| AON Consulting, Inc. | actuary | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| LPL Financial | Investment management | Oct 1, 2024 | Sep 30, 2025 | no | fact |
| Vanguard Group | Investment management | Oct 1, 2022 | Sep 30, 2023 | no | fact |
| Capital Bank and Trust Company | Investment management | Oct 1, 2022 | Sep 30, 2023 | no | fact |
| Parametric Portfolio Associates | Investment management | Oct 1, 2022 | Sep 30, 2023 | no | fact |