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Allocators
Pembroke Pines, FL
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 |
|---|---|---|---|---|---|---|
| Principal U.S. Property Sa-Z | Principal | Real estate | $8.5M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Winslow Large Cap Growth Fund | n/a | Public equity | $7.6M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Winslow Large Cap Growth Fund | n/a | Public equity | $7.1M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| WTC Ctf Opportunistic Fixed Income | n/a | Hedge diversifiers | $7.0M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Winslow Large Cap Growth Fund | n/a | Public equity | $6.2M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| WTC Ctf Opportunistic Fixed Income | n/a | Hedge diversifiers | $5.0M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Afl-Cio Housing Investment Trust | BNY Mellon | Pooled vehicle | $4.6M | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| Earnest Partners Multi Invest Trust | Earnest Partners | Pooled vehicle | $4.5M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Hardman Johnston Int'l Equity Group | Johnston International Equity | Public equity | $4.3M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Earnest Partners Multi Invest Trust | Earnest Partners | Pooled vehicle | $4.1M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Hardman Johnston Int'l Equity Group | Johnston International Equity | Public equity | $3.2M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Victory Trivalent Intl Small Cap Eq | n/a | Public equity | $2.6M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Victory Trivalent Intl Small Cap Eq | n/a | Public equity | $2.6M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Hardman Johnston Int'l Equity Group | Johnston International Equity | Public equity | $2.5M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $2.4M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $2.3M | Jun 30, 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 | $1.0M | Jun 30, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 2 | $1.5M | Jun 30, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 9 | $5.5M | Jun 30, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 5 | $3.2M | Jun 30, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 24 | $15.0M | Jun 30, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 42 | $26.2M | Jun 30, 2025 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 16 | $10.2M | Jun 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Sage Advisory Services Ltd. Co. | Investment adviser | Jul 1, 2023 | Jun 30, 2024 | no | fact | Dol form 5500 pension |
| Investment Performance Services, Ll | Investment adviser | Jul 1, 2023 | Jun 30, 2024 | no | fact | Dol form 5500 pension |
| Mark Stewart | actuary | Jul 1, 2023 | Jun 30, 2024 | no | fact | Dol form 5500 pension |
| Investment Performance Service | Investment adviser | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| US Bank | custodian | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Horizon Actuarial Services | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Newtower Trust Company | Investment management | Jul 1, 2023 | Jun 30, 2024 | no | fact |
| First Eagle Investment Management | Investment management | Jul 1, 2023 | Jun 30, 2024 | no | fact |
| Hardman Johnston International Equi | Investment management | Jul 1, 2023 | Jun 30, 2024 | no | fact |
| Post Traditional High Yield Fund, L | Investment management | Jul 1, 2023 | Jun 30, 2024 | no | fact |
| Victory Capital Management | Investment management | Jul 1, 2023 | Jun 30, 2024 | no | fact |
| Johnston Asset Management | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Mept | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Sage Advisory Services Ltd. Co. | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |