DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Washington, DC
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 |
|---|---|---|---|---|---|---|
| Ssga Acwi Ex US Nl | n/a | Pooled vehicle | $256M | Dec 31, 2025 | Collective trust | Dol form 5500 pension |
| Ssga Acwi Ex US Nl | n/a | Pooled vehicle | $208M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Ssga Acwi Ex US Nl | n/a | Pooled vehicle | $195M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Ssga Acwi Ex US Nl | n/a | Pooled vehicle | $164M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Loomis Sayles Large Cap Growth Trus | Loomis Sayles | Public equity | $137M | Dec 31, 2025 | Collective trust | Dol form 5500 pension |
| Loomis Sayles Large Cap Growth Trus | Loomis Sayles | Public equity | $109M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Ssga World Government Bond Index | n/a | Fixed income | $99.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Ssga World Government Bond Index | n/a | Fixed income | $97.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| State Street Msci Acw1 Ex USA Im N | State Street Global Advisors Trust | Pooled vehicle | $95.6M | Dec 31, 2025 | Collective trust | Dol form 5500 pension |
| Loomis Sayles Large Cap Growth Trus | Loomis Sayles | Public equity | $88.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| State Street Msci Acw1 Ex USA Im N | State Street Global Advisors Trust | Pooled vehicle | $88.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Ssga Russell 1000 Index Nl Fund | State Street Global Advisors Trust | Pooled vehicle | $88.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Ssga Russell 1000 Index Nl Fund | State Street Global Advisors Trust | Pooled vehicle | $84.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Ssga World Government Bond Index | n/a | Fixed income | $76.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Ssga World Government Bond Index | n/a | Fixed income | $60.0M | Dec 31, 2025 | Collective trust | Dol form 5500 pension |
| Loomis Sayles Large Cap Growth Trus | Loomis Sayles | Public equity | $56.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Ssga Russell 3000 Index Nl Fund | State Street - Russell 2000 | Pooled vehicle | $53.4M | Dec 31, 2025 | Collective trust | Dol form 5500 pension |
| Brigade Opp Cr Cit | n/a | Pooled vehicle | $52.5M | Dec 31, 2025 | Collective trust | Dol form 5500 pension |
| Nhit World Credit Asset Trust | Loomis Sayles Trust Company | Private credit | $50.7M | Dec 31, 2025 | Collective trust | Dol form 5500 pension |
| Brigade Opp Cr Cit | n/a | Pooled vehicle | $48.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Invesco Balanced-Risk Allocation Tr | Invesco Balanced-Risk Alloc. Trust | Multi asset | $47.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Nhit World Credit Asset Trust | Loomis Sayles Trust Company | Private credit | $46.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Jpmcb Strategic Property Fund | J.P. Morgan Chase | Real estate | $44.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Nhit World Credit Asset Trust | Loomis Sayles Trust Company | Private credit | $42.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Brigade Opp Cr Cit | n/a | Pooled vehicle | $42.0M | Dec 31, 2023 | 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 | $48.2M | Dec 31, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 3 | $58.7M | Dec 31, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 3 | $59.0M | Dec 31, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 0 | $1.7M | Dec 31, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 34 | $749M | Dec 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 38 | $830M | Dec 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 3 | $59.1M | Dec 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 16 | $344M | Dec 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| State Street Bank & Trust Company | custodian | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| The Segal Co. (eastern States) Inc. | actuary | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| RBC Dexia Investor Services Trust | custodian | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| ALL Systems Go, Inc. | General consultant | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Standard Valuation | Pension consultant | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Segal Marco Advisors | Investment adviser | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Segal | actuary | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Qashqade Ag | General consultant | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Southern Sun Asset Management | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Globeflex International | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| LSV Asset Management | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| HGK Asset Management | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| J.P. Morgan Investment Management | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Income Research & Mgmt. Inc. | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Ryan Labs | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Amalgamated Bank | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Fengate Asset Management | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Walter Scott & Partners Ltd | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Alliance Bernstein, L.P. | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Janus Capital Management LLC | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Loomis Sayles | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Templeton Investment Counsel LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Invesco Trust Company | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |