DFX Intelligence
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Allocators
Washington, DC
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 |
|---|---|---|---|---|---|---|
| Equity Group Trust | n/a | Public equity | $59.0M | Dec 31, 2024 | 103 12 ie | Dol form 5500 pension |
| Fixed Income Group Trust | n/a | Fixed income | $29.0M | Dec 31, 2024 | 103 12 ie | Dol form 5500 pension |
| Equity Group Trust | n/a | Public equity | $24.4M | Dec 31, 2023 | 103 12 ie | Dol form 5500 pension |
| Equity Group Trust | n/a | Public equity | $18.9M | Dec 31, 2022 | 103 12 ie | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $8.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $7.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $6.5M | Dec 31, 2024 | 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 | 2 | $3.2M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 1 | $1.2M | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 18 | $23.3M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 5 | $6.5M | Dec 31, 2024 | Derived |
| 103-12 investment entities | n/a | n/a | n/a | 68 | $88.0M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 0 | $374,670 | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 5 | $6.3M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Cheiron | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Truist Bank | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Segal Marco Advisors | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Newtower Trust Company | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| American Realty Advisors | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |