DFX Intelligence
Reading the graph
Reading the graph
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Allocators
Quincy, MA
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•• I••••••••• C••••• B••• F••• | A•• T•••• C•••••• L•• | Private credit | $205M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•• I••••••••• C••••• B••• F••• | A•• T•••• C•••••• L•• | Private credit |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $7.4M | Dec 31, 2024 | Derived |
| U.S. G••••••••• securities | n/a | n/a | n/a | 0 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| T••••• W••••• P••••••••• I••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| A•• | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| N••• I••••••••• A•••••••• L•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Dec 31, 2023 |
| Collective trust |
| Dol form 5500 pension |
| A•• I••••••••• C••••• B••• F••• | A•• T•••• C•••••• L•• | Private credit | $128M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• E••••••• L•••••••• D••••• I•••• | A•• T•••• C•••••• L•• | Pooled vehicle | $128M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• E••••••• L•••••••• D••••• I•••• | A•• T•••• C•••••• L•• | Pooled vehicle | $119M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• E••••••• L•••••••• D••••• I•••• | A•• T•••• C•••••• L•• | Pooled vehicle | $119M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•• U• I••••••••• G••••••••• | A•• T•••• C•••••• L•• | Pooled vehicle | $78.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• U• I••••••••• G••••••••• | A•• T•••• C•••••• L•• | Pooled vehicle | $75.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•• U• I••••••••• G••••••••• | A•• T•••• C•••••• L•• | Pooled vehicle | $68.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• L••• C••••• B••• F••• | A•• T•••• C•••••• L•• | Private credit | $56.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| E• T•••••••• I••••••••• | B•• M••••• | Pooled vehicle | $50.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| E• T•••••••• I••••••••• | B•• M••••• | Pooled vehicle | $39.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• L•••• C•• E••••• I•••• F••• | A•• T•••• C•••••• L•• | Public equity | $38.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•• L•••• C•• E••••• I•••• F••• | A•• T•••• C•••••• L•• | Public equity | $37.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• L••• C••••• B••• F••• | A•• T•••• C•••••• L•• | Private credit | $35.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| E• T•••••••• I••••••••• | B•• M••••• | Pooled vehicle | $35.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•• L••• C••••• B••• F••• | A•• T•••• C•••••• L•• | Private credit | $28.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•• L•••• C•• E••••• I•••• F••• | A•• T•••• C•••••• L•• | Public equity | $27.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• N••••• E••••• I•••• F••• | A•• T•••• C•••••• L•• | Public equity | $24.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• N••••• E••••• I•••• F••• | A•• T•••• C•••••• L•• | Public equity | $24.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•• N••••• E••••• I•••• F••• | A•• T•••• C•••••• L•• | Public equity | $16.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• M••••••••• C••••• F••• | A•• T•••• C•••••• L•• | Private credit | $14.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• H••• Y•••• P••• F••• | A•• T•••• C•••••• L•• | Fixed income | $13.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• M••••••••• C••••• F••• | A•• T•••• C•••••• L•• | Private credit | $12.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•• H••• Y•••• P••• F••• | A•• T•••• C•••••• L•• | Fixed income | $11.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 15 | $87.1M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 1 | $6.6M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 82 | $463M | Dec 31, 2024 | Derived |
| custodian |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |
| C••••••• I••••••••• | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| B•••••••• I••••••••• T•••• C•••• | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| C••••• W••• | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| W••••• T••••• W••••• U• L•• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |