DFX Intelligence
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Allocators
Long Island, NY
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.
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| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| T•••••• R••••••••• P•••••• F••• | n/a | Pooled vehicle | $144M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| C••• M••••• R••••••••• P•••••• F••• | n/a | Pooled vehicle | $133M | Dec 31, 2023 |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Common/collective trusts | n/a | n/a | n/a | 100 | $144M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| C••• L••• I•••••••• C•••••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| T••••••• R••••••••• P•••••• | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Dol form 5500 pension |
| C••• M••••• R••••••••• P•••••• F••• | n/a | Pooled vehicle | $104M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| C••• M••••• G•••• |
| actuary |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |