DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Allocators
Williamsville, NY
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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Cash Held In Collective Trust Funds | n/a | n/a | n/a | n/a | $34.1M | Sep 30, 2025 | Reported |
| Domestic Fixed Income | n/a | n/a | n/a | n/a |
| Sep 30, 2025 |
| Reported |
| International Fixed Income | n/a | n/a | n/a | n/a | $9.6M | Sep 30, 2025 | Reported |
| Total Retirement Plan Investments Excluding401 H Investments | n/a | n/a | n/a | n/a | $786M | Sep 30, 2025 | Reported |
| Four Hundred And One H Investments | n/a | n/a | n/a | n/a | $86.1M | Sep 30, 2025 | Reported |
| Retirement Plan Investment | n/a | n/a | n/a | n/a | $872M | Sep 30, 2025 | Reported |
| Domestic Equities | n/a | n/a | n/a | n/a | $116,000 | Sep 30, 2025 | Reported |
| Global Equities | n/a | n/a | n/a | n/a | $79.5M | Sep 30, 2025 | Reported |
| Real Estate | n/a | n/a | n/a | n/a | $102M | Sep 30, 2025 | Reported |