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Allocators
Waltham, MA
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 |
|---|---|---|---|---|---|---|
| US Aggregate Bond Index Nl Fund | State Street Global Advisors Trust Company | Fixed income | $14.8M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| US Aggregate Bond Index Nl Fund | State Street Global Advisors Trust Company | Fixed income | $14.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| US Aggregate Bond Index Nl Fund | State Street Global Advisors Trust Company | Fixed income | $14.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Partnership/joint venture interests | n/a | n/a | n/a | 3 | $4.2M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 10 | $14.5M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 85 | $120M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Towers Watson Pennsylvania, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| BMO Harris Bank, N.A. | Directed trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| State Street Global Advisors | custodian | 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 |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| First Eagle Investment Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Meketa Investment Group Inc. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Shenkman Capital Mgmt Inc | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |