DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Kansas City, MO
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 |
|---|---|---|---|---|---|---|
| Bnym Mellon Afl-Cio Sl Large Cap St | BNY Mellon | Public equity | $2.1B | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Bnym Mellon Afl-Cio Sl Large Cap St | BNY Mellon | Public equity | $1.9B | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Bnym Mellon Afl-Cio Sl Large Cap St | BNY Mellon | Public equity | $1.7B | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Lazard International Strategic Equi | Lazard Asset Management LLC | Pooled vehicle | $545M | Dec 31, 2023 | 103 12 ie | Dol form 5500 pension |
| Lazard International Strategic Equi | Lazard Asset Management LLC | Pooled vehicle | $465M | Dec 31, 2022 | 103 12 ie | Dol form 5500 pension |
| Lazard International Strategic Equi | Lazard Asset Management LLC | Pooled vehicle | $431M | Dec 31, 2024 | 103 12 ie | Dol form 5500 pension |
| Commingled Pension Trust Fund (U.S. | Jpmorgan Chase Bank Na | Pooled vehicle | $414M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Commingled Pension Trust Fund (U.S. | Jpmorgan Chase Bank Na | Pooled vehicle | $398M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Privest Account | Prudential Insurance Company of Ame | Pooled vehicle | $370M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Privest Account | Prudential Insurance Company of Ame | Pooled vehicle | $360M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Commingled Pension Trust Fund (U.S. | Jpmorgan Chase Bank Na | Pooled vehicle | $338M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Privest Account | Prudential Insurance Company of Ame | Pooled vehicle | $337M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Loomis Sayles Core Plus Fixed Incom | Loomis Sayles | Fixed income | $298M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Loomis Sayles Core Plus Fixed Incom | Loomis Sayles | Fixed income | $294M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Loomis Sayles Core Plus Fixed Incom | Loomis Sayles | Fixed income | $276M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Prisa | Prudential Insurance Company of Ame | Pooled vehicle | $227M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Commingled Pension Trust Fund (spec | Jpmorgan Special Situations | Pooled vehicle | $221M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Russell 2000 Alpha Tilts Fund | Blackrock | Pooled vehicle | $181M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Prisa | Prudential Insurance Company of Ame | Pooled vehicle | $172M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prisa | Prudential Insurance Company of Ame | Pooled vehicle | $162M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Afl-Cio Building Investment Trust | Great Gray Trust Company | Pooled vehicle | $161M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Commingled Pension Trust Fund (spec | Jpmorgan Special Situations | Pooled vehicle | $158M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Russell 2000 Alpha Tilts Fund | Blackrock | Pooled vehicle | $151M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Commingled Pension Trust Fund (spec | Jpmorgan Special Situations | Pooled vehicle | $137M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Russell 2000 Alpha Tilts Fund | Blackrock | Pooled vehicle | $134M | Dec 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 | 5 | $381M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $63.4M | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 3 | $225M | Dec 31, 2024 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 1 | $75.2M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 4 | $280M | Dec 31, 2024 | Derived |
| Other loans | n/a | n/a | n/a | 0 | $12.7M | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 21 | $1.6B | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 43 | $3.2B | Dec 31, 2024 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 8 | $575M | Dec 31, 2024 | Derived |
| 103-12 investment entities | n/a | n/a | n/a | 6 | $431M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 1 | $99.2M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 3 | $210M | Dec 31, 2024 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 3 | $241M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Robert Hutsell | Named fiduciary | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Cedarhurst Associates LLC | General consultant | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Lori Jasperson | General consultant | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Timberland Investment Resources | custodian | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Jpmorgan Chase Bank, N.A. | Discretionary trustee | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| J.P. Morgan Investment Management | Discretionary trustee | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Steve Harbison | Named fiduciary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Segal | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| James Charles Matthews | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Bank of Labor | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Lawerence Mcmanamon | Named fiduciary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Segal Marco Advisors | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| J.P. Morgan Investment Management | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manulife Investment Management Timb | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manulife Investment Management Timb | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Blackrock Institutional Trust Co,na | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Marquette Associates Inc. | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment | n/a | Dec 31, 2023 | n/a | yes | fact |
| Lazard Asset Management LLC | n/a | Dec 31, 2022 | n/a | yes | fact |
| Carlyle Power Partners II, L.P. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| First Reserve Old Clem GP, L.P. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Parametric Portfolio Associates | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Entrust Global Partners LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| AQR Capital Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| American Realty Advisors | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Union Labor Life Insurance Company | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Acadian Asset Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Western Asset Mgmt Company, LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| LSV Asset Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Loomis Sayles Trust Company | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Partners Group | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Metropolitan West Asset Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Kayne Anderson Rudnick Investment | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Aberdeen Asset Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| BNY Mellon | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| First Reserve Old Clem GP II Limite | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| H.I.G Capital, LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Prudential Insurance Company of Ame | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |