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Allocators
Milwaukee, WI
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 |
|---|---|---|---|---|---|---|
| Afl-Cio Building Investment Trust | Great Gray Trust Company | Pooled vehicle | $2.8M | Jul 31, 2023 | Collective trust | Dol form 5500 pension |
| Afl-Cio Building Investment Trust | Great Gray Trust Company | Pooled vehicle | $2.7M | Jul 31, 2025 | Collective trust | Dol form 5500 pension |
| Afl-Cio Building Investment Trust | Great Gray Trust Company | Pooled vehicle | $2.6M | Jul 31, 2024 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $816,326 | Jul 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $4,372 | Jul 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 7 | $2.7M | Jul 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 90 | $36.1M | Jul 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Mariner Wealth Advisors | Pension consultant | Aug 1, 2024 | Jul 31, 2025 | no | fact | Dol form 5500 pension |
| United Actuarial Services, Inc. | actuary | Aug 1, 2022 | Jul 31, 2023 | no | fact | Dol form 5500 pension |
| Mariner (andco) | Pension consultant | Aug 1, 2022 | Jul 31, 2023 | no | fact | Dol form 5500 pension |
| LEE Jost & Associates | General consultant | Aug 1, 2022 | Jul 31, 2023 | no | fact | Dol form 5500 pension |