DFX Intelligence
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Allocators
New York, NY
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.
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| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 0 | $9,547 | Dec 31, 2022 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 26 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| J•• N• | General consultant | Jan 1, 2023 | Dec 5, 2023 | no | fact | Dol form 5500 pension |
| W••••• T••••• W••••• U• L•• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| N•••••••• B••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Dec 31, 2022 |
| Derived |
| Other investments | n/a | n/a | n/a | 3 | $669,194 | Dec 31, 2022 | Derived |
| Registered investment companies | n/a | n/a | n/a | 32 | $7.1M | Dec 31, 2022 | Derived |
| Common stock | n/a | n/a | n/a | 20 | $4.4M | Dec 31, 2022 | Derived |
| custodian |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |
| W••••• T••••• W••••• U• L•• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |