DFX Intelligence
Data Factory
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Reading the graph
Allocators
Philadelphia, PA
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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $380,757 | Dec 13, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $2,091 | Dec 13, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 51 | $9.5M | Dec 13, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 44 | $8.2M | Dec 13, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Brown & Brown Ins. Services, Inc. | actuary | Dec 14, 2023 | Dec 13, 2024 | no | fact | Dol form 5500 pension |
| Brown & Brown of Pennsylvania, LP | actuary | Dec 14, 2022 | Dec 13, 2023 | no | fact | Dol form 5500 pension |
| Alliance Bernstein, L.P. | Investment adviser | Dec 14, 2022 | Dec 13, 2023 | no | fact | Dol form 5500 pension |