DFX Intelligence
Data Factory
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Reading the graph
Allocators
Harrisburg, PA
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 |
|---|---|---|---|---|---|---|
| Prisa Sa | Prudential Insurance Company | Pooled vehicle | $3.9M | May 31, 2023 | Separate account | Dol form 5500 pension |
| Prisa Account | n/a | Pooled vehicle | $3.5M | May 31, 2025 | Separate account | Dol form 5500 pension |
| Prisa Sa | n/a | Pooled vehicle | $3.4M | May 31, 2024 | Separate account | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $1.0M | May 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $1.0M | May 31, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 4 | $5.2M | May 31, 2025 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 3 | $3.5M | May 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 90 | $107M | May 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Cbiz | actuary | Jun 1, 2024 | May 31, 2025 | no | fact | Dol form 5500 pension |
| Wells Fargo Na | custodian | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |
| Cbiz Retirement Plan Advisory Services | actuary | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Prudential Insurance Company | n/a | May 31, 2023 | n/a | yes | fact |
| PFM Asset Management LLC | Investment management | Jun 1, 2022 | May 31, 2023 | no | fact |
| Prudential Insurance Company of Ame | Investment management | Jun 1, 2022 | May 31, 2023 | no | fact |