DFX Intelligence
Data Factory
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Allocators
Adams, MA
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 |
|---|---|---|---|---|---|---|
| Spartan 500 Index Pool | Geode Capital Management Trust Company, LLC | Pooled vehicle | $7.9M | Oct 31, 2024 | Collective trust | Dol form 5500 pension |
| Spartan 500 Index Pool | Geode Capital Management Trust Company, LLC | Pooled vehicle | $7.6M | Oct 31, 2025 | Collective trust | Dol form 5500 pension |
| Spartan 500 Index Pool | Geode Capital Management Trust Company, LLC | Pooled vehicle | $4.3M | Oct 31, 2023 | Collective trust | Dol form 5500 pension |
| Hardman Johnston Int'l Equity Group | Hardman Johnston Global Advisors | Public equity | $2.2M | Oct 31, 2024 | 103 12 ie | Dol form 5500 pension |
| Acadian Emrg Mkts Sm Cap Eq Fd | Acadian Asset Management | Pooled vehicle | $2.1M | Oct 31, 2025 | 103 12 ie | Dol form 5500 pension |
| Hardman Johnston Int'l Equity Group | Hardman Johnston Global Advisors | Public equity | $2.0M | Oct 31, 2025 | 103 12 ie | Dol form 5500 pension |
| Spartan Large Cap Value Index Pool | Geode Capital Management Trust Company, LLC | Public equity | $1.8M | Oct 31, 2025 | Collective trust | Dol form 5500 pension |
| Long Term Credit Bond Index Fund | Blackrock Insti. Trust Company, N.A | Private credit | $1.7M | Oct 31, 2023 | Collective trust | Dol form 5500 pension |
| US Long Corporate Bond Fund | Blackrock Insti. Trust Company, N.A | Fixed income | $1.3M | Oct 31, 2025 | Collective trust | Dol form 5500 pension |
| Hardman Johnston Int'l Equity Group | Hardman Johnston Global Advisors | Public equity | $1.3M | Oct 31, 2023 | 103 12 ie | Dol form 5500 pension |
| Long Term Credit Bond Index Fund | Blackrock Insti. Trust Company, N.A | Private credit | $1.2M | Oct 31, 2024 | Collective trust | Dol form 5500 pension |
| Ir+m Intermediate Corp Collect Fund | Ir+m Collective Investment | Pooled vehicle | $1.2M | Oct 31, 2024 | Collective trust | Dol form 5500 pension |
| Ir+m Intermediate Corp Collect Fund | Ir+m Collective Investment | Pooled vehicle | $1.2M | Oct 31, 2025 | Collective trust | Dol form 5500 pension |
| Ir&m Long Corporate Collective Fund | Ir+m Collective Investment | Pooled vehicle | $1.2M | Oct 31, 2025 | Collective trust | Dol form 5500 pension |
| Ir&m Long Corporate Collective Fund | Ir+m Collective Investment | Pooled vehicle | $1.1M | Oct 31, 2024 | Collective trust | Dol form 5500 pension |
| Ir+m Intermediate Corp Collect Fund | Ir+m Collective Investment | Pooled vehicle | $1.1M | Oct 31, 2023 | Collective trust | Dol form 5500 pension |
| Ir&m Long Corporate Collective Fund | Ir+m Collective Investment | Pooled vehicle | $754,519 | Oct 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Eme Sm Cap Pool | Fidelity Institutional Asset Mgmt | Pooled vehicle | $706,908 | Oct 31, 2023 | Collective trust | Dol form 5500 pension |
| EB Temporary Investment | BNY Mellon | Pooled vehicle | $118,256 | Oct 31, 2025 | Collective trust | Dol form 5500 pension |
| EB Temporary Investment | BNY Mellon | Pooled vehicle | $96,721 | Oct 31, 2024 | Collective trust | Dol form 5500 pension |
| EB Temporary Investment | BNY Mellon | Pooled vehicle | $79,374 | Oct 31, 2023 | Collective trust | Dol form 5500 pension |
| Short-Term Investment Fund | Blackrock Insti. Trust Company, N.A | cash | $5 | Oct 31, 2023 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| U.S. Government securities | n/a | n/a | n/a | 19 | $4.8M | Oct 31, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 7 | $1.9M | Oct 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 52 | $13.2M | Oct 31, 2025 | Derived |
| 103-12 investment entities | n/a | n/a | n/a | 16 | $4.1M | Oct 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 6 | $1.6M | Oct 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Gallagher Fiduciary Advisors | actuary | Nov 1, 2024 | Oct 31, 2025 | no | fact | Dol form 5500 pension |
| Bank of New York Mellon | custodian | Nov 1, 2023 | Oct 31, 2024 | no | fact | Dol form 5500 pension |
| Gallagher Benefit Services, Inc. | actuary | Nov 1, 2023 | Oct 31, 2024 | no | fact | Dol form 5500 pension |
| Agilis Partners LLC | actuary | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |
| Nepc, LLC | Investment adviser | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |
| Agilis Partners LLC | actuary | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |
| Blackrock Institutional Trust Co,na | trustee | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Geode Capital Management Trust Company, LLC | n/a | Oct 31, 2024 | n/a | yes | fact |
| Hardman Johnston Global Advisors | n/a | Oct 31, 2023 | n/a | yes | fact |
| Blackrock Insti. Trust Company, N.A | n/a | Oct 31, 2023 | n/a | yes | fact |
| Legal & General Inv Mgmt America | Investment management | Nov 1, 2024 | Oct 31, 2025 | no | fact |
| Fidelity Institutional Asset Mgmt | Investment management | Nov 1, 2023 | Oct 31, 2024 | no | fact |
| Select Equity Group | Investment management | Nov 1, 2023 | Oct 31, 2024 | no | fact |
| Mondrian Investment Group Inc. | Investment management | Nov 1, 2023 | Oct 31, 2024 | no | fact |
| Income Research & Mgmt. Inc. | Investment management | Nov 1, 2023 | Oct 31, 2024 | no | fact |
| Acadian Asset Management | Investment management | Nov 1, 2022 | Oct 31, 2023 | no | fact |
| Hardman Johnston Global Advisors | Investment management | Nov 1, 2022 | Oct 31, 2023 | no | fact |
| Copeland | Investment management | Nov 1, 2022 | Oct 31, 2023 | no | fact |