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Allocators
Grantville, 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 |
|---|---|---|---|---|---|---|
| Legal & General S&p 500 Cit Fund | Legal and General | Pooled vehicle | $4.5M | Jul 31, 2025 | Collective trust | Dol form 5500 pension |
| Legal & General S&p 500 Cit Fund | Legal and General | Pooled vehicle | $4.2M | Jul 31, 2024 | Collective trust | Dol form 5500 pension |
| Legal & General Msci Acwi Ex US Cit | Legal and General | Pooled vehicle | $3.5M | Jul 31, 2025 | Collective trust | Dol form 5500 pension |
| Legal & General Msci Acwi Ex US Cit | Legal and General | Pooled vehicle | $3.1M | Jul 31, 2024 | Collective trust | Dol form 5500 pension |
| Legal & General S&p 400 Cit Fund | Legal and General | Pooled vehicle | $843,708 | Jul 31, 2025 | Collective trust | Dol form 5500 pension |
| Legal & General S&p 400 Cit Fund | Legal and General | Pooled vehicle | $817,184 | Jul 31, 2024 | Collective trust | Dol form 5500 pension |
| Legal & General S&p 600 Cit Fund | Legal and General | Pooled vehicle | $790,623 | Jul 31, 2024 | Collective trust | Dol form 5500 pension |
| Legal & General S&p 600 Cit Fund | Legal and General | Pooled vehicle | $753,409 | Jul 31, 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 | 2 | $1.2M | Jul 31, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 8 | $5.8M | Jul 31, 2025 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 6 | $4.3M | Jul 31, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 11 | $7.4M | Jul 31, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 0 | $150 | Jul 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 14 | $9.6M | Jul 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 8 | $5.7M | Jul 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 44 | $30.3M | Jul 31, 2025 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 6 | $4.4M | Jul 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| USI Consulting Group | actuary | Aug 1, 2022 | Jul 31, 2023 | no | fact | Dol form 5500 pension |
| M&t Bank | custodian | Aug 1, 2022 | Jul 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Graystone Investment Group | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| AEW Core Property Trust (US) Inc | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |