DFX Intelligence
Data Factory
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Reading the graph
Allocators
Waterbury, CT
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 |
|---|---|---|---|---|---|---|---|
| Non-interest-bearing cash | n/a | n/a | n/a | 2 | $3.7M | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 23 | $38.3M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 3 | $4.6M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 72 | $117M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Charles Schwab Trust Bank | Directed trustee | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| AON Consulting, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Northern Trust Co. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Agilis Partners LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |