DFX Intelligence
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Allocators
O•••••, 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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 5 | $1.8M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| W••••••••• T•••• | Directed trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| B••• A•••••••• a•• P•••••• S••••••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 68 | $25.3M | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 4 | $1.6M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 22 | $8.2M | Dec 31, 2024 | Derived |