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Allocators
Jeffersonville, 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 |
|---|---|---|---|---|---|---|
| Allspring St Investment Fund S1 | n/a | Pooled vehicle | $8.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Allspring St Investment Fund S1 | n/a | Pooled vehicle | $5.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Allspring St Investment Fund S1 | n/a | Pooled vehicle | $4.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $100,440 | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 11 | $19.1M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 5 | $8.4M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 58 | $98.2M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 26 | $43.5M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Shepherd Kaplan Krochuk LLC | Pension consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Buck Global, LLC | 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 |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| WCM Investment Management, LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Eagle Capital Management, LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| 36 South Investment Managers Ltd | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |