DFX Intelligence
Data Factory
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Reading the graph
Allocators
York, NE
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 |
|---|---|---|---|---|---|---|
| Allspring Core Bond Cit F | Allspring | Fixed income | $3.9M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Pfg/federated Total Return Bond Cit | n/a | Fixed income | $3.9M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Allspring Core Bond Cit F | Allspring | Fixed income | $3.5M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Pfg/federated Total Return Bond Cit | n/a | Fixed income | $3.5M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Pfg/federated Total Return Bond Cit | n/a | Fixed income | $3.1M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Allspring Core Bond Cit F | Allspring | Fixed income | $3.1M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $2.7M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $2.6M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $2.2M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/mfs Value Cit F | n/a | Pooled vehicle | $1.8M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/mfs Value Cit F | n/a | Pooled vehicle | $1.7M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $1.6M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $1.5M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/mfs Value Cit F | n/a | Pooled vehicle | $1.5M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $1.3M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | Blackrock | Pooled vehicle | $1.2M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | Blackrock | Pooled vehicle | $1.1M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | Blackrock | Pooled vehicle | $973,791 | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Pfg/multi-Manager Small Cap Cit N | n/a | Public equity | $942,022 | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Pfg/multi-Manager Small Cap Cit N | n/a | Public equity | $880,169 | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/trp Inst Lcg Mgd Cit F | n/a | Pooled vehicle | $874,824 | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/ab Large Cap Growth Cit | n/a | Public equity | $829,200 | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/trp Inst Lcg Mgd Cit F | n/a | Pooled vehicle | $785,168 | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/ab Large Cap Growth Cit | n/a | Public equity | $777,201 | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/ab Large Cap Growth Cit N | n/a | Public equity | $759,001 | Mar 31, 2023 | 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 | 60 | $17.7M | Mar 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 40 | $11.6M | Mar 31, 2025 | Derived |