DFX Intelligence
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Reading the graph
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Allocators
Spartanburg, SC
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 | V•••• | As of | Kind | Source |
|---|---|---|---|---|---|---|
| B•••••••• S•• 5•• I•••• F••• | B•••••••• | Pooled vehicle | $712,065 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| B•••••••• S•• 5•• I•••• F••• | B•••••••• | Pooled vehicle | $704,156 |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $138,055 | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 76 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| A•• C••••••••• I••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| M•• | n/a | Dec 31, 2024 | n/a | yes | fact |
| A••••••••• L••• | n/a | Dec 31, 2024 | n/a | yes | fact |
| D•••• • C•• | n/a |
| Dec 31, 2023 |
| Collective trust |
| Dol form 5500 pension |
| P••••••••• T•••• R••••• B••• C•• | n/a | Fixed income | $663,860 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•••••••• C••• B••• C•• F• | A•••••••• | Fixed income | $661,109 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| P••••••••• • C•• I••••••••• | D•••• • C•• | Pooled vehicle | $630,642 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| B•••••••• S•• 5•• I•••• F••• | B•••••••• | Pooled vehicle | $625,045 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| P••••••••• • C•• I••••••••• | D•••• • C•• | Pooled vehicle | $613,847 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•••••••• C••• B••• C•• F• | A•••••••• | Fixed income | $612,812 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• T•••• R••••• B••• C•• | n/a | Fixed income | $611,850 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• T•••• R••••• B••• C•• | n/a | Fixed income | $580,703 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•••••••• C••• B••• C•• F• | A•••••••• | Fixed income | $576,600 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| P••••••••• • C•• I••••••••• | D•••• • C•• | Pooled vehicle | $568,205 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| P••••••••• S•• M• I••• C•• | B•••••••• | Pooled vehicle | $553,452 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| P••••••••• S•• M• I••• C•• | B•••••••• | Pooled vehicle | $551,329 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• V•••• C•• F• | M•• | Pooled vehicle | $537,358 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| P••••••••• V•••• C•• F• | M•• | Pooled vehicle | $512,414 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• S•• M• I••• C•• | B•••••••• | Pooled vehicle | $511,679 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| P••••••••• S•••• C•• C•• N• | n/a | Public equity | $498,364 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• S•••• C•• C•• N• | n/a | Public equity | $480,765 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| P••••••••• V•••• C•• F• | M•• | Pooled vehicle | $473,391 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| P••••••••• S•••• C•• C•• N• | n/a | Public equity | $445,252 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| P••••••••• I••• L•• M•• C•• F• | T• R••• P•••• | Pooled vehicle | $374,455 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A• U• L•••• C•• G••••• C•• W••• | A••••••••• L••• | Public equity | $361,204 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| C••••••• I••••••••• V•••• F••• | C••••••• | Pooled vehicle | $349,486 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| C••••••• I••••••••• V•••• F••• | C••••••• | Pooled vehicle | $343,412 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| Registered investment companies | n/a | n/a | n/a | 22 | $1.5M | Dec 31, 2024 | Derived |
| n/a |
| yes |
| fact |
| T• R••• P•••• | n/a | Dec 31, 2023 | n/a | yes | fact |
| C••••••• | n/a | Dec 31, 2022 | n/a | yes | fact |
| A•••••••• | n/a | Dec 31, 2022 | n/a | yes | fact |
| B•••••••• | n/a | Dec 31, 2022 | n/a | yes | fact |