DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Union, NJ
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 | 6 | $35.5M | Feb 28, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 21 | $120M | Feb 28, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 67 | $378M | Feb 28, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 4 | $23.7M | Feb 28, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Investment Performance Services | Investment adviser | Mar 1, 2024 | Feb 28, 2025 | no | fact | Dol form 5500 pension |
| US Bank | custodian | Mar 1, 2023 | Feb 29, 2024 | no | fact | Dol form 5500 pension |
| Capital International, Inc. | Investment adviser | Mar 1, 2022 | Feb 28, 2023 | no | fact | Dol form 5500 pension |
| Summit Actuarial Services | actuary | Mar 1, 2022 | Feb 28, 2023 | no | fact | Dol form 5500 pension |
| UBS Financial Services Inc. | Investment adviser | Mar 1, 2022 | Feb 28, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Investment management | Mar 1, 2024 | Feb 28, 2025 | no | fact |
| Capital International, Inc. | Investment management | Mar 1, 2023 | Feb 29, 2024 | no | fact |
| Morgan Stanley Smith Barney | Investment management | Mar 1, 2023 | Feb 29, 2024 | no | fact |
| Investment Performance Services | Investment management | Mar 1, 2022 | Feb 28, 2023 | no | fact |
| US Bank | Investment management | Mar 1, 2022 | Feb 28, 2023 | no | fact |