DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Schertz, TX
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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 3 | $816,996 | Jun 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 65 | $15.9M | Jun 30, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 31 | $7.5M | Jun 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Transamerica Retirement Solutions | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Transamerica | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |