DFX Intelligence
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Reading the graph
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Allocators
Salem, VA
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 |
|---|---|---|---|---|---|---|
| M••••••••• P••••••• T•••• | N•• T•••• T•••• C•••••• | Real estate | $3.3M | Sep 30, 2023 | Collective trust | Dol form 5500 pension |
| M••••••••• P••••••• T•••• | N•• T•••• T•••• C•••••• | Real estate | $3.0M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $990,772 | Sep 30, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| M•••••• I••••••••• | Investment adviser | Oct 1, 2024 | Sep 30, 2025 | no | fact | Dol form 5500 pension |
| B•• C••••••••• | actuary | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| S••••• B••••• • H••••• L•• | Investment management | Oct 1, 2023 | Sep 30, 2024 | no | fact |
| L•••• C•••••• M••••••••• I••• | Investment management | Oct 1, 2022 | Sep 30, 2023 | no | fact |
| K•••• A••••••• R•••••• | Investment management |
| Sep 30, 2025 |
| Collective trust |
| Dol form 5500 pension |
| M••••••••• P••••••• T•••• | N•• T•••• T•••• C•••••• | Real estate | $3.0M | Sep 30, 2024 | Collective trust | Dol form 5500 pension |
| Sep 30, 2025 |
| Derived |
| Common/collective trusts | n/a | n/a | n/a | 7 | $3.0M | Sep 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 49 | $21.0M | Sep 30, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 41 | $17.6M | Sep 30, 2025 | Derived |
| custodian |
| Oct 1, 2022 |
| Sep 30, 2023 |
| no |
| fact |
| Dol form 5500 pension |
| A•••• C••••••••• | Investment adviser | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| R•••••• B••• | custodian | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Sep 30, 2023 |
| no |
| fact |