DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Houston, TX
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 | 17 | $4.0M | Mar 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $244,036 | Mar 31, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 17 | $4.1M | Mar 31, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 3 | $675,247 | Mar 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 12 | $2.9M | Mar 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 50 | $12.1M | Mar 31, 2025 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 1 | $267,638 | Mar 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| PWC US Consulting LLP | actuary | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Fitz Gate Ventures | Investment management | Apr 1, 2023 | Mar 31, 2024 | no | fact |