DFX Intelligence
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Reading the graph
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Allocators
Minneapolis, MN
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 |
|---|---|---|---|---|---|---|
| S••••••• A•••••• 1•• | A•••• L••• I•••••••• C•••••• | Pooled vehicle | $785,350 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| S••••••• A•••••• 1•• | A•••• L••• I•••••••• C•••••• | Pooled vehicle |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $728,542 | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 24 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| G•••••••• F•••••••• A••••••• | Investment adviser | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| G•••••••• F•••••••• A••••••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| A••••••• C•••••• G•••• I• | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Dec 31, 2023 |
| Separate account |
| Dol form 5500 pension |
| S••••••• A•••••• 1•• | A•••• L••• I•••••••• C•••••• | Pooled vehicle | $381,975 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 48 | $16.9M | Dec 31, 2024 | Derived |
| I•••••••• company general account | n/a | n/a | n/a | 3 | $987,019 | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 21 | $7.5M | Dec 31, 2024 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 2 | $785,350 | Dec 31, 2024 | Derived |
| A••••• F•••••••• |
| trustee |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |
| A•••• L••• I•••••••• C•••••• | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| G•••••••• B•••••• S•••••••• I••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |