DFX Intelligence
Reading the graph
Reading the graph
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Allocators
Falls Church, VA
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 |
|---|---|---|---|---|---|---|
| A•• A••••••••• R••• E••••• F••• | A•• A••••••••• R••• E••••• | Real estate | $2.6M | Nov 30, 2023 | Collective trust | Dol form 5500 pension |
| C••••••• C•••••• T•••• I• •••••••• | C••••••• C•••••• | Pooled vehicle |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $1.5M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| W•••• F•••• B••• | custodian | Dec 1, 2023 | Nov 30, 2024 | no | fact | Dol form 5500 pension |
| C••••••••• A•••••••• L•• | Investment adviser | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| C••••••• C•••••• | n/a | Nov 30, 2023 | n/a | yes | fact |
| A•• C•••••• M••••••••• L•• | Investment management | Dec 1, 2022 | Nov 30, 2023 | no | fact |
| M••••••• G••••• A•• C•••••••• W•••• | Investment management |
| Nov 30, 2023 |
| Collective trust |
| Dol form 5500 pension |
| C••••••• C•••••• T•••• I• •••••••• | C••••••• C•••••• | Pooled vehicle | $2.3M | Nov 30, 2024 | Collective trust | Dol form 5500 pension |
| C••••••• C•••••• T•••• I• •••••••• | C••••••• C•••••• | Pooled vehicle | $2.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• A••••••••• R••• E••••• F••• | A•• A••••••••• R••• E••••• | Real estate | $2.0M | Nov 30, 2024 | Collective trust | Dol form 5500 pension |
| A•• A••••••••• R••• E••••• F••• | A•• A••••••••• R••• E••••• | Real estate | $2.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| C••••••• C•••••• C••••••••• I•••••• | C••••••• C•••••• | Pooled vehicle | $44,426 | Nov 30, 2023 | Collective trust | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 32 | $40.4M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 3 | $4.3M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 62 | $78.3M | Dec 31, 2024 | Derived |
| actuary |
| Dec 1, 2022 |
| Nov 30, 2023 |
| no |
| fact |
| Dol form 5500 pension |
| S•••• C••••••••• | actuary | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |
| Nov 30, 2023 |
| no |
| fact |
| N••••• O•• G••••• S••••• L•• | Investment management | Dec 1, 2022 | Nov 30, 2023 | no | fact |
| K•••• A••••••• R••• E••••• A••••••• | Investment management | Dec 1, 2022 | Nov 30, 2023 | no | fact |