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Allocators
Kenosha, WI
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 |
|---|---|---|---|---|---|---|
| Russell 3000 Index Non-Lendable Fun | Blackrock | Pooled vehicle | $13.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Russell 3000 Index Non-Lendable Fun | Blackrock | Pooled vehicle | $9.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Short-Term Investment Fund | Blackrock Insti. Trust Company, N.A | cash | $5 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Short-Term Investment Fund | Blackrock Insti. Trust Company, N.A | cash | $5 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| U.S. Government securities | n/a | n/a | n/a | 16 | $8.5M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 66 | $35.8M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 17 | $9.0M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 1 | $457,574 | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| US Bank | trustee | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Towers Watson Pennsylvania, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| BMO Harris Bank, N.A. | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Hewitt Associates | Pension consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Willis Towers Watson US LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Blackrock Insti. Trust Company, N.A | n/a | Dec 31, 2024 | n/a | yes | fact |
| Scout Investments | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Loop Capital Asset Managemet | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |