DFX Intelligence
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Reading the graph
Allocators
Glenmont, NY
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 |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 7 | $11.8M | Jul 31, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 6 | $10.8M | Jul 31, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 7 | $12.0M | Jul 31, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 10 | $16.6M | Jul 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 6 | $10.6M | Jul 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 61 | $102M | Jul 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Morgan Stanley Smith Barney, LLC | custodian | Aug 1, 2022 | Jul 31, 2023 | no | fact | Dol form 5500 pension |
| Summit Actuarial Services | actuary | Aug 1, 2022 | Jul 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Pimco | Investment management | Aug 1, 2024 | Jul 31, 2025 | no | fact |
| Aristotle Capital Management, LLC | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| Clearbridge | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| Clearbridge International Growth | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| Principal Midcap | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| Ziegler Capital Management, LLC | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| Boyd Watterson Asset Management | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| Sage Advisory Services Ltd. Co. | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |