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Allocators
Charlotte, NC
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 |
|---|---|---|---|---|---|---|
| Greatgray Euro Growth R1 | n/a | Pooled vehicle | $102,137 | Sep 30, 2024 | Collective trust | Dol form 5500 pension |
| Greatgray Euro Growth R1 | n/a | Pooled vehicle | $96,107 | Sep 30, 2025 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $18,622 | Sep 30, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 3 | $96,107 | Sep 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 94 | $2.8M | Sep 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Milliman, Inc. | actuary | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Truist Bank | custodian | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| MMA Securities LLC | Investment management | Oct 1, 2024 | Sep 30, 2025 | no | fact |
| LPL Financial | Investment management | Oct 1, 2022 | Sep 30, 2023 | no | fact |
| MMA Securities LLC | Investment management | Oct 1, 2022 | Sep 30, 2023 | no | fact |