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Allocators
West Seneca, NY
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 |
|---|---|---|---|---|---|---|
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $16.5M | Apr 30, 2023 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $13.8M | Apr 30, 2024 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $12.9M | Apr 30, 2025 | 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 | $7.1M | Apr 30, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $264,798 | Apr 30, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 20 | $59.0M | Apr 30, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 4 | $12.9M | Apr 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 60 | $174M | Apr 30, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 12 | $33.8M | Apr 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Morgan Stanley Smith Barney, LLC | Investment adviser | May 1, 2023 | Apr 30, 2024 | no | fact | Dol form 5500 pension |
| Systematic Financial Management | custodian | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |
| Wilmington Trust | custodian | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |
| Morgan Stanley Smith Barney | Investment adviser | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |
| USI Consulting Group | actuary | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Manning & Napier Advisors, LLC | Investment management | May 1, 2022 | Apr 30, 2023 | no | fact |
| Federated Investment Consulting | Investment management | May 1, 2022 | Apr 30, 2023 | no | fact |