DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Phoenix, AZ
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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $1.7M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $339,060 | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 17 | $20.0M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 23 | $27.6M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 4 | $5.0M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 53 | $63.1M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| The Segal Co. (eastern States) Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| UBS Financial Services Inc | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Segal | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| WCM Investment Management, LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Wellesley Asset Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Balyasny Asset Management L.P. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |