DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Portland, OR
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 | 2 | $198,964 | Aug 31, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 22 | $2.8M | Aug 31, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 67 | $8.5M | Aug 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 8 | $1.1M | Aug 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| PNC Bank | trustee | Sep 1, 2024 | Aug 31, 2025 | no | fact | Dol form 5500 pension |
| USI Consulting Group | Pension consultant | Sep 1, 2024 | Aug 31, 2025 | no | fact | Dol form 5500 pension |
| HUB International | actuary | Sep 1, 2024 | Aug 31, 2025 | no | fact | Dol form 5500 pension |
| HUB International Great Plains | actuary | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| PNC Bank | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |