DFX Intelligence
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Reading the graph
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Allocators
Honolulu, HI
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 |
|---|---|---|---|---|---|---|
| P•• U••• L••• D••••••• C••• B• | P••••••••• T•••• C•• | Fixed income | $5.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| P•• U••• L••• D••••••• C••• B• | P••••••••• T•••• C•• | Fixed income | $5.5M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 4 | $1.2M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| L••••• S••••• H••• Y•••• F••• | Investment adviser | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| L•••• • G•••••• I•• M••• A•••••• | Investment adviser | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| A•••••• | n/a | Dec 31, 2024 | n/a | yes | fact |
| S•• I••••••••• M••••••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Dec 31, 2024 |
| Collective trust |
| Dol form 5500 pension |
| L•••• • G•••••• L••• D••••••• U••• | L•••• a•• G•••••• | Fixed income | $3.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•••••• C••••••••• I••••••••• T•••• | A•••••• | Pooled vehicle | $3.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| L••••• S••••• M••••••••• F••• D••• | L••••• S••••• | Pooled vehicle | $1.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| Common/collective trusts | n/a | n/a | n/a | 42 | $14.3M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 39 | $13.2M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 16 | $5.4M | Dec 31, 2024 | Derived |
| F•••• H••••••• B••• | trustee | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| P••• I••••••••• L•• | Investment adviser | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| A•• C••••••••• I••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| A•• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| B••• o• H••••• | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| M••••• S•••••• S•••• B•••••• L•• | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| F••••••• C•••••• | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| V•••• A•••••••• I••• | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |