DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Export, PA
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 |
|---|---|---|---|---|---|---|
| Fiam Long Corporate a Or Better | Fidelity Institutional Asset Mgmt | Pooled vehicle | $8.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Long Duration Commingled Pool | Fidelity Institutional Asset Mgmt | Fixed income | $8.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Long Corporate a Or Better | Fidelity Institutional Asset Mgmt | Pooled vehicle | $7.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Long Duration Commingled Pool | Fidelity Institutional Asset Mgmt | Fixed income | $6.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Spartan 500 Index Pool | n/a | Pooled vehicle | $6.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Spartan 500 Index Pool | n/a | Pooled vehicle | $5.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Long Corporate a Or Better | Fidelity Institutional Asset Mgmt | Pooled vehicle | $3.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Spartan 500 Index Pool | n/a | Pooled vehicle | $3.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Long Duration Commingled Pool | Fidelity Institutional Asset Mgmt | Fixed income | $3.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam International Growth | Fidelity Institutional Asset Mgmt | Pooled vehicle | $2.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam International Growth | Fidelity Institutional Asset Mgmt | Pooled vehicle | $2.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Select Emerging Markets Equity | Fidelity Institutional Asset Mgmt | Public equity | $1.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Spartan Total International Index P | n/a | Pooled vehicle | $1.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Reit | Fidelity Institutional Asset Mgmt | Real estate | $1.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Select Canada Pool | Fidelity Institutional Asset Mgmt | Pooled vehicle | $1.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Emrg Mkts Debt Comm Pl | Fidelity Institutional Asset Mgmt | Private credit | $1.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Intermediate Inflation-Protect | Fidelity Institutional Asset Mgmt | Pooled vehicle | $1.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Reit | Fidelity Institutional Asset Mgmt | Real estate | $1.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Select Canada Pool | Fidelity Institutional Asset Mgmt | Pooled vehicle | $987,207 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Emrg Mkts Debt Comm Pl | Fidelity Institutional Asset Mgmt | Private credit | $960,051 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Spartan Extended Market Index Pool | n/a | Pooled vehicle | $893,486 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Select Emerging Markets Equity | Fidelity Institutional Asset Mgmt | Public equity | $848,836 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Emerging Markets Commingled Po | Fidelity Institutional Asset Mgmt | Public equity | $842,100 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Global Low Volatility Equity C | Fidelity Institutional Asset Mgmt | Public equity | $824,339 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Spartan Real Estate Index Pool | n/a | Real estate | $784,683 | 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 | 0 | $22,133 | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 93 | $14.9M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 6 | $1.0M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Onedigital | Pension consultant | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Buck Global, LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Fidelity Management Trust Company | Pension consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Fidelity Institutional Asset Mgmt | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |