DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Allocators
Raytown, MO
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 | 3 | $3.2M | May 31, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 15 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| H••••••• A•••••••• S••••••• L•• | actuary | Jun 1, 2023 | May 31, 2024 | no | fact | Dol form 5500 pension |
| H•••••• A•••••••• S••••••• | actuary | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| A••••• I••••••••• M••••••••• | Investment management | Jun 1, 2024 | May 31, 2025 | no | fact |
| L••••••••• M••••••••• | Investment management | Jun 1, 2023 | May 31, 2024 | no | fact |
| D••••••• I••••••••• | Investment management |
| May 31, 2025 |
| Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 14 | $15.3M | May 31, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 1 | $613,183 | May 31, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 3 | $2.8M | May 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 24 | $26.4M | May 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 40 | $44.7M | May 31, 2025 | Derived |
| B••• o• L•••• |
| custodian |
| Jun 1, 2022 |
| May 31, 2023 |
| no |
| fact |
| Dol form 5500 pension |
| M••••• S•••••• S•••• B••••• | Investment adviser | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |
| May 31, 2024 |
| no |
| fact |
| A•••••••• | Investment management | Jun 1, 2023 | May 31, 2024 | no | fact |
| H•••••• L•••••• L• | Investment management | Jun 1, 2022 | May 31, 2023 | no | fact |
| I••••••• C•••••• M••••••••• | Investment management | Jun 1, 2022 | May 31, 2023 | no | fact |
| L••••••••• M••••••••• | Investment management | Jun 1, 2022 | May 31, 2023 | no | fact |
| F•••••••• C••••••••• I••• | Investment management | Jun 1, 2022 | May 31, 2023 | no | fact |
| F•••••••• M••••••••• | Investment management | Jun 1, 2022 | May 31, 2023 | no | fact |
| A•••••••• | Investment management | Jun 1, 2022 | May 31, 2023 | no | fact |