DFX Intelligence
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Reading the graph
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Allocators
Milwaukee, WI
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 |
|---|---|---|---|---|---|---|
| L••• C••••• B••• F••• | A•• H••••• I••••••••• C••••••••• I• | Private credit | $70.2M | Dec 30, 2023 | Collective trust | Dol form 5500 pension |
| A•• I••••••••• C••••• B••• F••• | A•• T•••• C•••••• L•• | Private credit |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 98 | $1.2M | Dec 30, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 2 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| A•• I••••••••• U•• I•• | Pension consultant | Dec 31, 2022 | Dec 30, 2023 | no | fact | Dol form 5500 pension |
| S•••• S••••• B••• • T•••• C•••••• | trustee | Dec 31, 2022 | Dec 30, 2023 | no | fact | Dol form 5500 pension |
| Dec 30, 2023 |
| Collective trust |
| Dol form 5500 pension |
| A•• U• I••••••••• G••••••••• | A•• T•••• C•••••• L•• | Pooled vehicle | $8.4M | Dec 30, 2023 | Collective trust | Dol form 5500 pension |
| 2•• Y••• U• T••••••• S••••• I•••• | A•• H••••• I••••••••• C••••••••• I• | Fixed income | $254,936 | Dec 30, 2023 | Collective trust | Dol form 5500 pension |
| Dec 30, 2024 |
| Derived |
| M••••• |
| actuary |
| Dec 31, 2022 |
| Dec 30, 2023 |
| no |
| fact |
| Dol form 5500 pension |
| P••••••••• | Investment adviser | Dec 31, 2022 | Dec 30, 2023 | no | fact | Dol form 5500 pension |