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Allocators
Iselin, NJ
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 |
|---|---|---|---|---|---|---|
| Msci Acwi Imi Index Nl Fund | State Street Global Advisors Trust | Pooled vehicle | $217M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| State Street Msci Acw1 Ex USA Im N | State Street Global Advisors Trust | Pooled vehicle | $212M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| NT Collective S&p 500 Index Fund | Northern Trust Investments, Inc. | Pooled vehicle | $62.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Long Term Credit Bond Index Fund | Blackrock Insti. Trust Company, N.A | Private credit | $34.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Long Term Credit Bond Index Fund | Blackrock Insti. Trust Company, N.A | Private credit | $31.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Long Term Credit Bond Index Fund | Blackrock Insti. Trust Company, N.A | Private credit | $28.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| International Equity Index Fund | Blackrock Insti. Trust Company, N.A | Public equity | $19.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Invesco Emerging Markets Equity Tru | Invesco Trust Company | Public equity | $14.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Schroder Emerging Markets Fund | Schroder | Public equity | $13.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $1.2M | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 12 | $174M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 58 | $833M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 7 | $96.5M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 17 | $241M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 5 | $70.2M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| State Street Global Advisors | custodian | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Alight Solutions LLC | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Jpmorgan Chase Bank, N.A. | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Nepc, LLC | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Blackrock Institutional Trust Co,na | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Towers Watson Investment Service | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Dopkins and Company, LLP | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Willis Towers Watson US LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Longview Partners | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Blackrock Insti. Trust Company, N.A | n/a | Dec 31, 2023 | n/a | yes | fact |
| Invesco Trust Company | n/a | Dec 31, 2022 | n/a | yes | fact |
| Blackrock Institutional Trust Co,na | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| MFS Institutional Advisors | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Champlain Investment Partners LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Wellington Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Invesco Trust Company | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Bloomberg L.P. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Schroder Investment Management Nort | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Income Research & Mgmt. Inc. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Nisa Investment Advisors, LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |