DFX Intelligence
Data Factory
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Reading the graph
Allocators
Philadelphia, 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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 3 | $1.2M | Mar 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $444,939 | Mar 31, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 26 | $11.7M | Mar 31, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 14 | $6.1M | Mar 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 55 | $24.5M | Mar 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| PNC Bank | custodian | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| Stacey Braun Associates, Inc. | Investment adviser | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| The Segal Co. (eastern States) Inc. | actuary | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| Segal | actuary | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |