DFX Intelligence
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Reading the graph
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Allocators
Port Washington, 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.
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 |
|---|---|---|---|---|---|---|
| A•• L••• C••••• B••• F••• | A•• T•••• C•••••• L•• | Private credit | $528M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• L••• C••••• B••• F••• | A•• T•••• C•••••• L•• | Private credit | $367M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $10.0M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 0 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| A•• I•••••••• C••••••••• | General consultant | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| A•• C••••••••• I••• | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Dec 31, 2023 |
| Collective trust |
| Dol form 5500 pension |
| A•• I••••••••• C••••• B••• F••• | A•• T•••• C•••••• L•• | Private credit | $185M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| S•• E••• I•• N• S••••• F• C• a• | S•••• S••••• G••••• A••••••• T•••• | Pooled vehicle | $58.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| S•• E••• I•• N• S••••• F• C• a• | S•••• S••••• G••••• A••••••• T•••• | Pooled vehicle | $55.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| S••• R•••••• A•• C•• I•••• N• L••••• | S•••• S••••• G••••• A••••••• T•••• | Pooled vehicle | $37.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| S••• R•••••• A•• C•• I•••• N• L••••• | S•••• S••••• G••••• A••••••• T•••• | Pooled vehicle | $34.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• U• I••••••••• G••••••••• | A•• T•••• C•••••• L•• | Pooled vehicle | $25.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• L••• G••••••••• B••• I•••• F••• | A•• T•••• C•••••• L•• | Fixed income | $22.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| C• S••• G••••• E••••• E• U•• I•••• | S•••• S••••• G••••• A••••••• T•••• C•••••• | Public equity | $20.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| C• S••• G••••• E••••• E• U•• I•••• | S•••• S••••• G••••• A••••••• T•••• C•••••• | Public equity | $19.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• U• I••••••••• G••••••••• | A•• T•••• C•••••• L•• | Pooled vehicle | $15.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• G••••• R••• E••••• F••• | A•• T•••• C•••••• L•• | Real estate | $14.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• G••••• R••• E••••• F••• | A•• T•••• C•••••• L•• | Real estate | $14.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• L••• G••••••••• B••• I•••• F••• | A•• T•••• C•••••• L•• | Fixed income | $13.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• I••••••••• C••••• B••• F••• | A•• T•••• C•••••• L•• | Private credit | $4.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 0 | $3,420 | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 97 | $698M | Dec 31, 2024 | Derived |
| Investment adviser |
| Jan 1, 2023 |
| Dec 31, 2023 |
| no |
| fact |
| Dol form 5500 pension |
| S•••• S••••• G••••• A••••••• | custodian | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| U• B••• | trustee | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |