DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Seattle, WA
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 |
|---|---|---|---|---|---|---|
| Liability Driven Solution Cit I | Wells Fargo | Pooled vehicle | $10.3M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Liability Driven Solution Cit I | Wells Fargo | Pooled vehicle | $9.1M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Liability Driven Solution Cit II | n/a | Pooled vehicle | $7.4M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Liability Driven Solution Cit II | n/a | Pooled vehicle | $6.4M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Liability Driven Solution Cit I | Wells Fargo | Pooled vehicle | $4.8M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Liability Driven Solution Cit II | n/a | Pooled vehicle | $4.0M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $3.5M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | Blackrock | Pooled vehicle | $3.3M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Large Cap Value Index Cit N | n/a | Public equity | $2.7M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Large Cap Growth Index Cit N | n/a | Public equity | $2.7M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $2.5M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $2.4M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | Blackrock | Pooled vehicle | $2.3M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $2.3M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | Blackrock | Pooled vehicle | $2.2M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Large Cap Value Index Cit N | n/a | Public equity | $1.9M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Large Cap Growth Index Cit N | n/a | Public equity | $1.9M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Large Cap Value Index Cit N | n/a | Public equity | $1.7M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Large Cap Growth Index Cit N | n/a | Public equity | $1.7M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $1.6M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Blackrock US Agg Bond | Blackrock | Fixed income | $1.6M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $1.5M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Russell 2000 Index Cit N | n/a | Pooled vehicle | $1.4M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Blackrock US Agg Bond | Blackrock | Fixed income | $1.3M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Allspring St Investment Fund S1 | n/a | Pooled vehicle | $1.1M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Common/collective trusts | n/a | n/a | n/a | 97 | $30.6M | Jun 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 2 | $559,095 | Jun 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Milliman, Inc. | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Principal Custody Solutions | trustee | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Blackrock | n/a | Jun 30, 2025 | n/a | yes | fact |