DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Richardson, 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 | 62 | $29.0M | Dec 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 2 | $1.1M | Dec 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 34 | $16.1M | Dec 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Horizon Actuarial Services | Investment adviser | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Conner & Winters LLC | Directed trustee | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| RBC Wealth Management | Investment adviser | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Horizon Actuarial Services | actuary | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |