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Allocators
Mishawaka, IN
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 |
|---|---|---|---|---|---|---|
| Sisters of St. Francis Health Svcs | n/a | Pooled vehicle | $6.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Sisters of St. Francis Health Svcs | n/a | Pooled vehicle | $5.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Sisters of St. Francis Health Svcs | n/a | Pooled vehicle | $4.4M | 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 | $509,037 | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 3 | $1.0M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 3 | $977,092 | Dec 31, 2024 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 76 | $23.3M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 14 | $4.4M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Mercer Investments LLC | Investment adviser | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Mercer | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Principal Trust Co. | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Marquette Associates Inc. | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |