DFX Intelligence
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Allocators
Brooklyn, NY
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 |
|---|---|---|---|---|---|---|
| U••••• S••••••• A•••••• J• | U••••• I••••••••• A•••••••• I••• | Pooled vehicle | $1.7M | Jun 30, 2025 | Separate account | Dol form 5500 pension |
| S••••••• A•••••• J• | U••••• I••••••••• A•••••••• I••• | Pooled vehicle |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 0 | $45,823 | Jun 30, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| P•••••••• C•••••• S•••••••• | custodian | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| C•••••• | Pension consultant | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Jun 30, 2024 |
| Separate account |
| Dol form 5500 pension |
| S••••••• A•••••• J• | U••••• I••••••••• A•••••••• I••• | Pooled vehicle | $1.5M | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| Jun 30, 2025 |
| Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 3 | $1.1M | Jun 30, 2025 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 4 | $1.7M | Jun 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 88 | $35.7M | Jun 30, 2025 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 4 | $1.5M | Jun 30, 2025 | Derived |
| Investment adviser |
| Jul 1, 2022 |
| Jun 30, 2023 |
| no |
| fact |
| Dol form 5500 pension |
| C•••••• | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |