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Allocators
Columbia, 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.
| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| Unified Collective Investment Trust | n/a | Pooled vehicle | $1.2M | Feb 28, 2023 | Collective trust | Dol form 5500 pension |
| Unified Collective Investment Trust | n/a | Pooled vehicle | $1.2M | Feb 29, 2024 | 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 | 21 | $1.2M | Feb 29, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 79 | $4.6M | Feb 29, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| American Trust | trustee | Mar 1, 2022 | Feb 28, 2023 | no | fact | Dol form 5500 pension |
| Conrad Siegel | actuary | Mar 1, 2022 | Feb 28, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Fidelity Brokerage Services LLC | Investment management | Mar 1, 2023 | Feb 29, 2024 | no | fact |
| Massachusetts Financial Services Co | Investment management | Mar 1, 2022 | Feb 28, 2023 | no | fact |
| Dodge & Cox | Investment management | Mar 1, 2022 | Feb 28, 2023 | no | fact |
| Dimensional Fund Advisors, LP | Investment management | Mar 1, 2022 | Feb 28, 2023 | no | fact |