DFX Intelligence
Data Factory
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Reading the graph
Allocators
Kenosha, WI
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 |
|---|---|---|---|---|---|---|
| Principal/dodge & Cox Intermediate | Dodge & Cox | Pooled vehicle | $1.0M | Aug 31, 2025 | Collective trust | Dol form 5500 pension |
| Pfg/federated Total Return Bond Cit | n/a | Fixed income | $1.0M | Aug 31, 2025 | Collective trust | Dol form 5500 pension |
| Allspring Core Bond Cit F | Allspring | Fixed income | $1.0M | Aug 31, 2025 | Collective trust | Dol form 5500 pension |
| Pfg/federated Total Return Bond Cit | n/a | Fixed income | $953,546 | Aug 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/dodge & Cox Intermediate | Dodge & Cox | Pooled vehicle | $952,839 | Aug 31, 2024 | Collective trust | Dol form 5500 pension |
| Allspring Core Bond Cit F | Allspring | Fixed income | $951,942 | Aug 31, 2024 | Collective trust | Dol form 5500 pension |
| Allspring Core Bond Cit F | Allspring | Fixed income | $828,210 | Aug 31, 2023 | Collective trust | Dol form 5500 pension |
| Pfg/federated Total Return Bond Cit | n/a | Fixed income | $828,075 | Aug 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/dodge & Cox Intermediate | Dodge & Cox | Pooled vehicle | $823,168 | Aug 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $595,268 | Aug 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $568,429 | Aug 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $489,144 | Aug 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $394,850 | Aug 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $377,141 | Aug 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $320,854 | Aug 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/trp Inst Lcg Mgd Cit F | n/a | Pooled vehicle | $229,795 | Aug 31, 2025 | Collective trust | Dol form 5500 pension |
| Pfg/multi-Manager Small Cap Cit N | n/a | Public equity | $228,227 | Aug 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | Blackrock | Pooled vehicle | $225,825 | Aug 31, 2025 | Collective trust | Dol form 5500 pension |
| Allspring Growth Cit N | Allspring | Pooled vehicle | $225,816 | Aug 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | Blackrock | Pooled vehicle | $223,879 | Aug 31, 2024 | Collective trust | Dol form 5500 pension |
| Pfg/multi-Manager Small Cap Cit N | n/a | Public equity | $216,160 | Aug 31, 2024 | Collective trust | Dol form 5500 pension |
| Allspring Growth Cit N | Allspring | Pooled vehicle | $215,539 | Aug 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/trp Inst Lcg Mgd Cit F | n/a | Pooled vehicle | $214,911 | Aug 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/trp Inst Lcg Mgd Cit F | n/a | Pooled vehicle | $186,153 | Aug 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | Blackrock | Pooled vehicle | $185,467 | Aug 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 | 3 | $215,190 | Aug 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 75 | $5.5M | Aug 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 19 | $1.4M | Aug 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Milliman, Inc. | actuary | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Blackrock | n/a | Aug 31, 2024 | n/a | yes | fact |
| T. Rowe Price Trust Company | n/a | Aug 31, 2024 | n/a | yes | fact |
| Allspring | n/a | Aug 31, 2024 | n/a | yes | fact |
| Dodge & Cox | n/a | Aug 31, 2023 | n/a | yes | fact |