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Allocators
Pasadena, 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.
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| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $1.6M | Mar 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| A••• B••••• a•• A••••••••• | Investment adviser | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| M•••••••• I••• | actuary | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| D•••• • C•• | Investment management | Apr 1, 2022 | Mar 31, 2023 | no | fact |
| Mar 31, 2025 |
| Derived |
| U.S. Government securities | n/a | n/a | n/a | 22 | $17.1M | Mar 31, 2025 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 3 | $2.5M | Mar 31, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 10 | $7.7M | Mar 31, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 1 | $489,645 | Mar 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 15 | $11.6M | Mar 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 44 | $34.3M | Mar 31, 2025 | Derived |
| Preferred stock | n/a | n/a | n/a | 0 | $271,726 | Mar 31, 2025 | Derived |
| custodian |
| Apr 1, 2022 |
| Mar 31, 2023 |
| no |
| fact |
| Dol form 5500 pension |