DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Charlotte, NC
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 | 3 | $939,258 | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 9 | $3.3M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 44 | $15.8M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 40 | $14.3M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Principal | trustee | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| AON Consulting, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| LPL Financial | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Wells Fargo Bank | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| SLC Management | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Bank of America | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |