DFX Intelligence
Reading the graph
Reading the graph
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Allocators
Riverside, CA
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 |
|---|---|---|---|---|---|---|
| L••• D••••••• C•••••••• C••••• S••• | B•••••••• I••••••••• T•••• C••••••• N••• | Private credit | $15.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| L••• T••• G••• B••• I•••• F••• | B•••••••• I••••• T•••• C••••••• N•• | Fixed income |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 35 | $540 | Dec 31, 2023 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| W••••• T••••• W••••• U• L•• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| B•••••••• I••••••••• T•••• C•••• | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| B•••••••• I••••• T•••• C••••••• N•• | n/a | Dec 31, 2022 | n/a | yes | fact |
| B•••••••• I••••••••• T•••• C••••••• N••• | n/a | Dec 31, 2022 | n/a | yes | fact |
| Dec 31, 2022 |
| Collective trust |
| Dol form 5500 pension |
| I••••••••• D••••••• C••• N• F••• | B•••••••• I••••••••• T•••• C••••••• N••• | Pooled vehicle | $4.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| I••••••••• G••• B••• I•••• F••• | B•••••••• I••••••••• T•••• C•••• | Fixed income | $1.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| S•••• S••••• B••• • T•••• C•••••• |
| Directed trustee |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |