DFX Intelligence
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Reading the graph
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Allocators
R•••••••••, KY
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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Registered investment companies | n/a | n/a | n/a | 99 | $4.8M | Jun 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| C••••• S••••• I••••••••• A••••••• | Investment adviser | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| C•••••• S••••• T•••• | custodian | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| F••••••• I••••••••• | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| C••••• S••••• |
| actuary |
| Jul 1, 2022 |
| Jun 30, 2023 |
| no |
| fact |
| Dol form 5500 pension |