DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Portland, OR
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 |
|---|---|---|---|---|---|---|---|
| U.S. Government securities | n/a | n/a | n/a | 24 | $107M | Dec 31, 2024 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 31 | $135M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 31 | $134M | Dec 31, 2024 | Derived |
| Insurance company general account | n/a | n/a | n/a | 0 | $691,355 | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 3 | $11.6M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 2 | $10.4M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Mercer | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Bank of New York Mellon | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| The Karras Company | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Wellington Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Pacific Investmt Management Co LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Aetna Life Insurance Company | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Wellington Trust Company, Na | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |