DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Nashville, TN
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 Long US Gov Credit Bond Index | State Street - Russell 2000 | Private credit | $99.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Ssga Long US Gov Credit Bond Index | State Street - Russell 2000 | Private credit | $61.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| US Credit Cit | Legal and General | Private credit | $46.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Legal & General Long Duration U.S. | Legal and General | Fixed income | $31.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| IVY Investments Collective Investme | n/a | Pooled vehicle | $12.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| IVY Investments Collective Investme | n/a | Pooled vehicle | $8.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| IVY Investments Collective Investme | n/a | Pooled vehicle | $7.4M | Dec 31, 2024 | 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 | 1 | $1.1M | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 18 | $36.3M | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 23 | $46.1M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 42 | $85.4M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 16 | $33.4M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Principal Trust Co. | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| USI Consulting Group | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Legal & General Inv Mgmt America | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Crow Holdings Realty Partners | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| State Street Global Advisors | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |