DFX Intelligence
Data Factory
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Reading the graph
Allocators
Blue Bell, PA
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 |
|---|---|---|---|---|---|---|
| Large Cap Value Fund I1 | n/a | Public equity | $2.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| T. Rowe Price Lgc Gro Eq (is) | Prudential Retirement & Annuity Ins | Pooled vehicle | $2.8M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Large Cap Value Fund I1 | n/a | Public equity | $2.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| T. Rowe Price Lgc Gro Eq (is) | Prudential Retirement & Annuity Ins | Pooled vehicle | $2.7M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Large Cap Value Fund I1 | n/a | Public equity | $2.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| T. Rowe Price Lgc Gro Eq (is) | Prudential Retirement & Annuity Ins | Pooled vehicle | $2.4M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prudential Short-Term | Prudential Retirement & Annuity Ins | cash | $1.1M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prudential Short-Term | Prudential Retirement & Annuity Ins | cash | $992,516 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prudential Short-Term | Prudential Retirement & Annuity Ins | cash | $916,895 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| American Century Sm Cap Value | Prudential Retirement & Annuity Ins | Pooled vehicle | $906,887 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Small Cap Growth Class I1 | n/a | Public equity | $900,143 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Small Cap Growth Class I1 | n/a | Public equity | $881,170 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| American Century Sm Cap Value | Prudential Retirement & Annuity Ins | Pooled vehicle | $878,238 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| American Century Sm Cap Value | Prudential Retirement & Annuity Ins | Pooled vehicle | $832,398 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Small Cap Growth Class I1 | n/a | Public equity | $817,112 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Common/collective trusts | n/a | n/a | n/a | 10 | $3.7M | Dec 31, 2024 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 12 | $4.6M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 76 | $28.8M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Empower | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |