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Allocators
North Brunswick, NJ
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 |
|---|---|---|---|---|---|---|
| G••••• E••••• L•••••••• F••• L• | F•••• C•••••• | Public equity | $27.5M | May 31, 2025 | Collective trust | Dol form 5500 pension |
| G••••• E••••• L•••••••• F••• L• | F•••• C•••••• | Public equity |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $7.5M | May 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| A••••••••• B••• o• N•• Y••• | custodian | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |
| F•••• A•••••••• C••••••••• L•• | actuary | Jun 1, 2022 | May 31, 2023 | no |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| F•••• C•••••• | n/a | May 31, 2024 | n/a | yes | fact |
| V•••••••• I••••••••• M••••••••• C•• | Investment management | Jun 1, 2023 | May 31, 2024 | no | fact |
| May 31, 2024 |
| Collective trust |
| Dol form 5500 pension |
| G••••• E••••• L•••••••• F••• L• | F•••• C•••••• | Public equity | $22.3M | May 31, 2023 | Collective trust | Dol form 5500 pension |
| N••• S•••••••• A•••• T•••• | L••••• S••••• T•••• C•••••• | Pooled vehicle | $17.8M | May 31, 2025 | Collective trust | Dol form 5500 pension |
| F••• S••••• E••••••• M•••••• E••••• | F••••••• I••••••••• A•••• M••• | Public equity | $15.3M | May 31, 2025 | Collective trust | Dol form 5500 pension |
| F••• S••••• E••••••• M•••••• E••••• | F••••••• I••••••••• A•••• M••• | Public equity | $13.5M | May 31, 2024 | Collective trust | Dol form 5500 pension |
| N••• S•••••••• A•••• T•••• | L••••• S••••• T•••• C•••••• | Pooled vehicle | $12.9M | May 31, 2024 | Collective trust | Dol form 5500 pension |
| N••• S•••••••• A•••• T•••• | L••••• S••••• T•••• C•••••• | Pooled vehicle | $11.9M | May 31, 2023 | Collective trust | Dol form 5500 pension |
| F••• S••••• E••••••• M•••••• E••••• | F••••••• I••••••••• A•••• M••• | Public equity | $10.5M | May 31, 2023 | Collective trust | Dol form 5500 pension |
| C••••••• C•••••• T•••• I• •••••••• | C••••••• C•••••• C••••••••• I•• | Pooled vehicle | $9.5M | May 31, 2024 | Collective trust | Dol form 5500 pension |
| C••••••• C•••••• T•••• I• •••••••• | C••••••• C•••••• C••••••••• I•• | Pooled vehicle | $9.3M | May 31, 2023 | Collective trust | Dol form 5500 pension |
| C••••••• C•••••• T•••• I• •••••••• | C••••••• C•••••• C••••••••• I•• | Pooled vehicle | $8.3M | May 31, 2025 | Collective trust | Dol form 5500 pension |
| $525,317 |
| May 31, 2025 |
| Derived |
| U.S. Government securities | n/a | n/a | n/a | 2 | $6.7M | May 31, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 29 | $96.4M | May 31, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 18 | $60.4M | May 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 21 | $68.9M | May 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 26 | $87.7M | May 31, 2025 | Derived |
| Dol form 5500 pension |
| N•••• L•• | Investment adviser | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |
| Investment management |
| Jun 1, 2022 |
| May 31, 2023 |
| no |
| fact |
| B••••••• C•••••• A••••••• | Investment management | Jun 1, 2022 | May 31, 2023 | no | fact |
| F••••••• I••••••••• A•••• M••• T• | Investment management | Jun 1, 2022 | May 31, 2023 | no | fact |
| G•••• L•••• A••••••• | Investment management | Jun 1, 2022 | May 31, 2023 | no | fact |
| A••••••••• F••••••••• I•• | Investment management | Jun 1, 2022 | May 31, 2023 | no | fact |
| L••••• S••••• T•••• C•••••• | Investment management | Jun 1, 2022 | May 31, 2023 | no | fact |