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Allocators
Munhall, 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 |
|---|---|---|---|---|---|---|
| Wellington Global Opportunities | Wellington | Pooled vehicle | $13.0M | May 31, 2024 | Collective trust | Dol form 5500 pension |
| Wellington Global Opportunities | Wellington | Pooled vehicle | $11.4M | May 31, 2025 | Collective trust | Dol form 5500 pension |
| Wellington Global Opportunities | Wellington | Pooled vehicle | $10.3M | May 31, 2023 | Collective trust | Dol form 5500 pension |
| Erect Funds | Ameriserve | Pooled vehicle | $3.0M | May 31, 2025 | Collective trust | Dol form 5500 pension |
| Erect Funds | Ameriserve | Pooled vehicle | $3.0M | May 31, 2023 | Collective trust | Dol form 5500 pension |
| Erect Funds | Ameriserve | Pooled vehicle | $2.9M | May 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 | 3 | $2.3M | May 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $971,780 | May 31, 2025 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 0 | $46 | May 31, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 7 | $5.1M | May 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 19 | $14.4M | May 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 68 | $51.4M | May 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 0 | $3,982 | May 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Gallagher Fiduciary Advisors | Investment adviser | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |
| Cowden Associates | actuary | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |
| PNC Bank Association | custodian | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |
| Acrisure | actuary | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Wellington | n/a | May 31, 2024 | n/a | yes | fact |
| Wellington Trust Company | Investment management | Jun 1, 2022 | May 31, 2023 | no | fact |