DFX Intelligence
Reading the graph
Reading the graph
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Allocators
Monroeville, PA
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.
| B•••et | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Master trust investment accounts | n/a | n/a | n/a | 100 | $339M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| N••••••• T•••• C•• | trustee | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| B••• G•••••• L•• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| F••••• I••••••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| M•••••• I••••••••• M••••••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| W•••••• B•••• I••••••••• M•••• L•• | Investment management |
| Investment adviser |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |
| N••••••• T•••• C•• | Discretionary trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| C••••••• B••• | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| A••••••••• T•••• C•••••• | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| B••• o• N•• Y••• M••••• | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| B•••••••• I••••••••• T•••• C•••• | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| M••••• I••••••••• L•• | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| W••••• T••••• W••••• U• L•• | Pension consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| A•••••• A•••• M••••••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| R••••• I••••••••• A•••• M••• U• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |