DFX Intelligence
Reading the graph
Reading the graph
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Allocators
Walnut Creek, CA
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 |
|---|---|---|---|---|---|---|
| F••• L••• C•••••••• a• O• B••••• | F••••••• I••••••••• A•••• M••• | Pooled vehicle | $8.8M | Apr 30, 2023 | Collective trust | Dol form 5500 pension |
| F••• 8••• Y••• C•••••••• B••• | F••••••• I••••••••• A•••• M••• | Fixed income |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Common/collective trusts | n/a | n/a | n/a | 100 | $17.0M | Apr 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| F••••••• I••••••••• A•••• M••• T• | General consultant | May 1, 2023 | Apr 30, 2024 | no | fact | Dol form 5500 pension |
| F••••••• I••••••••• | actuary | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| F••••••• I••••••••• A•••• M••• T• | Investment management | May 1, 2022 | Apr 30, 2023 | no | fact |
| Apr 30, 2025 |
| Collective trust |
| Dol form 5500 pension |
| F••• 8••• Y••• C•••••••• B••• | F••••••• I••••••••• A•••• M••• | Fixed income | $8.4M | Apr 30, 2024 | Collective trust | Dol form 5500 pension |
| F••• 8••• Y••• C•••••••• B••• | F••••••• I••••••••• A•••• M••• | Fixed income | $5.5M | Apr 30, 2023 | Collective trust | Dol form 5500 pension |
| F••• L••• U••• T••••••• S••••• I••• | F••••••• I••••••••• A•••• M••• | Fixed income | $3.5M | Apr 30, 2023 | Collective trust | Dol form 5500 pension |
| F••• L••• C•••••••• a• O• B••••• | F••••••• I••••••••• A•••• M••• | Pooled vehicle | $3.4M | Apr 30, 2024 | Collective trust | Dol form 5500 pension |
| F••• L••• C•••••••• a• O• B••••• | F••••••• I••••••••• A•••• M••• | Pooled vehicle | $3.4M | Apr 30, 2025 | Collective trust | Dol form 5500 pension |
| F••• S•••• D••••••• P••• | F••••••• I••••••••• A•••• M••• | Pooled vehicle | $2.8M | Apr 30, 2024 | Collective trust | Dol form 5500 pension |
| F••• S•••• D••••••• P••• | F••••••• I••••••••• A•••• M••• | Pooled vehicle | $2.8M | Apr 30, 2025 | Collective trust | Dol form 5500 pension |
| F••• L••• U••• T••••••• S••••• I••• | F••••••• I••••••••• A•••• M••• | Fixed income | $2.5M | Apr 30, 2024 | Collective trust | Dol form 5500 pension |
| F••• L••• U••• T••••••• S••••• I••• | F••••••• I••••••••• A•••• M••• | Fixed income | $2.4M | Apr 30, 2025 | Collective trust | Dol form 5500 pension |
| F••• S•••• D••••••• P••• | F••••••• I••••••••• A•••• M••• | Pooled vehicle | $1.5M | Apr 30, 2023 | Collective trust | Dol form 5500 pension |