DFX Intelligence
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Allocators
Iselin, 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 |
|---|---|---|---|---|---|---|
| E• T•••••••• I••••••••• | B•• M••••• | Pooled vehicle | $3.5M | Sep 30, 2024 | Collective trust | Dol form 5500 pension |
| E• T•••••••• I••••••••• | B•• M••••• | Pooled vehicle | $2.0M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $433,152 | Sep 30, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 12 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| M••••• S•••••• S•••• B•••••• L•• | Investment adviser | Oct 1, 2024 | Sep 30, 2025 | no | fact | Dol form 5500 pension |
| T•• S•••• C•• ••••••• S•••••• I••• | actuary | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| A••••••• S•••••• C•••••• | Investment management | Oct 1, 2022 | Sep 30, 2023 | no | fact |
| L•••• A••••• • C• L•• | Investment management | Oct 1, 2022 | Sep 30, 2023 | no | fact |
| Sep 30, 2023 |
| Collective trust |
| Dol form 5500 pension |
| E• T•••••••• I••••••••• | B•• M••••• | Pooled vehicle | $648,142 | Sep 30, 2025 | Collective trust | Dol form 5500 pension |
| Sep 30, 2025 |
| Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 6 | $3.3M | Sep 30, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 6 | $2.8M | Sep 30, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 1 | $648,142 | Sep 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 47 | $23.7M | Sep 30, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 23 | $11.8M | Sep 30, 2025 | Derived |
| M••••• S•••••• S•••• B••••• | Investment adviser | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| B••• o• N•• Y••• M••••• | custodian | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| S•••• | actuary | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |