DFX Intelligence
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Allocators
Piscataway, 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 |
|---|---|---|---|---|---|---|
| Long Credit Bond Fund | AON Hewitt Investment Consulting, I | Private credit | $19.8M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Long Credit Bond Fund | AON Hewitt Investment Consulting, I | Private credit | $17.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| AON Global Real Estate | AON Hewitt Investment Consulting, I | Real estate | $3.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Global Equity Fund | AON Hewitt Investment Consulting, I | Public equity | $2.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| AON Global Real Estate | AON Hewitt Investment Consulting, I | Real estate | $2.8M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Global Equity Fund | AON Hewitt Investment Consulting, I | Public equity | $2.8M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| AON Core Real Estate Fund | AON Trust Company LLC | Real estate | $2.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| AON Core Real Estate Fund | AON Trust Company LLC | Real estate | $2.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Non-Us.s. Equity Fund | AON Hewitt Investment Consulting, I | Public equity | $1.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Non-Us.s. Equity Fund | AON Hewitt Investment Consulting, I | Public equity | $1.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| AON Enhanced Liability Driven Inves | AON Trust Company LLC | Pooled vehicle | $1.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| AON Enhanced Liability Driven Inves | AON Trust Company LLC | Pooled vehicle | $1.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| 20+ Year US Treasury Strips Index | AON Hewitt Investment Consulting, I | Fixed income | $1.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Multi-Asset Credit Fund | AON Hewitt Investment Consulting, I | Private credit | $944,401 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Multi-Asset Credit Fund | AON Hewitt Investment Consulting, I | Private credit | $882,285 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| 20+ Year US Treasury Strips Index | AON Hewitt Investment Consulting, I | Fixed income | $798,437 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Small Cap Equity Index Fund | AON Hewitt Investment Consulting, I | Public equity | $506,098 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Small Cap Equity Index Fund | AON Hewitt Investment Consulting, I | Public equity | $446,313 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Global Real Estate Fund | AON Hewitt Investment Consulting, I | Real estate | $194,723 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Global Real Estate Fund | AON Hewitt Investment Consulting, I | Real estate | $185,866 | Dec 31, 2023 | 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 | 1 | $435,305 | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 99 | $32.1M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| AON Hewitt Investment Consulting, I | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| AON Consulting, Inc. | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Principal Bank | trustee | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |