DFX Intelligence
Reading the graph
Reading the graph
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Allocators
Watertown, 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.
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| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| P••• L•• L••• D••••••• S••• | P•••••••• | Fixed income | $14.2M | Dec 30, 2023 | Separate account | Dol form 5500 pension |
| P••• L•• L••• D••••••• S••• | P•••••••• | Fixed income | $12.9M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Pooled separate accounts | n/a | n/a | n/a | 99 | $21.6M | Dec 30, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| P•••••••• F•••••••• G•••• | actuary | Dec 31, 2022 | Dec 30, 2023 | no | fact | Dol form 5500 pension |
| W••••••• | Investment adviser | Dec 31, 2022 | Dec 30, 2023 | no | fact | Dol form 5500 pension |
| Dec 30, 2024 |
| Separate account |
| Dol form 5500 pension |
| P••• L•• I•••• D•• S•• A••••• | P•••••••• | Pooled vehicle | $9.0M | Dec 30, 2023 | Separate account | Dol form 5500 pension |
| P••• L•• I•••• D•• S•• A••••• | P•••••••• | Pooled vehicle | $8.6M | Dec 30, 2024 | Separate account | Dol form 5500 pension |