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Allocators
Cleveland, OH
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 |
|---|---|---|---|---|---|---|
| Keybank Multiple Investment Trust | n/a | Pooled vehicle | $459,183 | Aug 31, 2025 | Collective trust | Dol form 5500 pension |
| Keybank Multiple Investment Trust | n/a | Pooled vehicle | $458,629 | Aug 31, 2024 | Collective trust | Dol form 5500 pension |
| Keybank Multiple Investment Trust | n/a | Pooled vehicle | $458,516 | Aug 31, 2023 | 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 | 3 | $624,276 | Aug 31, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 28 | $5.9M | Aug 31, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 23 | $5.0M | Aug 31, 2025 | Derived |
| Insurance company general account | n/a | n/a | n/a | 0 | $2,150 | Aug 31, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 0 | $102,649 | Aug 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 2 | $459,183 | Aug 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 43 | $9.2M | Aug 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Mariner Institutional | Investment adviser | Sep 1, 2023 | Aug 31, 2024 | no | fact | Dol form 5500 pension |
| KEY Trust | custodian | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| Mariner (andco) | Investment adviser | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| Segal | actuary | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |