DFX Intelligence
Reading the graph
Reading the graph
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Allocators
Danbury, CT
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 | V•••• | As of | Kind | Source |
|---|---|---|---|---|---|---|
| R•••••• 1••• G••••• I•••• F••• | N••••••• T•••• I••••••••• I••• | Pooled vehicle | $513M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| R•••••• 1••• G••••• I•••• F••• | N••••••• T•••• I••••••••• I••• | Pooled vehicle |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $25.9M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| N••••••• T•••• C•• | trustee | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| W••••• T••••• W••••• U• L•• | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| M••••• I••••••••• L•• | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| M••••• S•••••• R••• E••••• A•••••• | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| G••••• T•••• C•••••• | Investment management |
| Dec 31, 2023 |
| Collective trust |
| Dol form 5500 pension |
| N• C••••••••• R•••••• 1••• V•••• i• | N••••••• T•••• I••••••••• I••• | Pooled vehicle | $225M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| M•••• C••••••••• I••••••••• T•••• | n/a | Pooled vehicle | $213M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| M•••• C••••••••• I••••••••• T•••• | n/a | Pooled vehicle | $199M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| N• C••••••••• R•••••• 1••• V•••• i• | N••••••• T•••• I••••••••• I••• | Pooled vehicle | $197M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| B••• W•••••••• A•••• M••••••••• | N••••••• T•••• I••••••••• I••• | Pooled vehicle | $154M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| B••• W•••••••• A•••• M••••••••• | N••••••• T•••• I••••••••• I••• | Pooled vehicle | $142M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| N• C••••••••• S•• 5•• I•••• F••• | N••••••• T•••• I••••••••• I••• | Pooled vehicle | $133M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| N• C••••••••• S•• 5•• I•••• F••• | N••••••• T•••• I••••••••• I••• | Pooled vehicle | $107M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| U.S. Government securities | n/a | n/a | n/a | 4 | $83.3M | Dec 31, 2024 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 0 | $686,087 | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 12 | $255M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 1 | $18.7M | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 6 | $126M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 66 | $1.4B | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 8 | $171M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 0 | $16,108 | Dec 31, 2024 | Derived |
| Preferred stock | n/a | n/a | n/a | 0 | $905,094 | Dec 31, 2024 | Derived |
| Investment adviser |
| Jan 1, 2023 |
| Dec 31, 2023 |
| no |
| fact |
| Dol form 5500 pension |
| Dec 31, 2023 |
| no |
| fact |
| S••••••• C•••••• M••••••••• I•• | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| D•••• • C•• | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| C••••••••• F••• M••••••• | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| J••• M••••• I••••••••• M••••••••• | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |