DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Shelton, CT
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 |
|---|---|---|---|---|---|---|
| SAL Empl Ret Pl of Eastern Co/trust | n/a | Pooled vehicle | $17.3M | Apr 30, 2023 | Collective trust | Dol form 5500 pension |
| 14 Year Ldi Fixed Income Fund | n/a | Fixed income | $11.7M | Apr 30, 2023 | Collective trust | Dol form 5500 pension |
| 14 Year Ldi Fixed Income Fund | n/a | Fixed income | $10.2M | Apr 30, 2025 | Collective trust | Dol form 5500 pension |
| 14 Year Ldi Fixed Income Fund | n/a | Fixed income | $10.0M | Apr 30, 2024 | Collective trust | Dol form 5500 pension |
| Russell 25 Plus Yr Strips Fixed Inc | n/a | Fixed income | $4.8M | Apr 30, 2025 | Collective trust | Dol form 5500 pension |
| World Equity Fund | Russell Trust Company | Public equity | $4.7M | Apr 30, 2024 | Collective trust | Dol form 5500 pension |
| World Equity Fund | Russell Trust Company | Public equity | $4.7M | Apr 30, 2025 | Collective trust | Dol form 5500 pension |
| Russell 25 Plus Yr Strips Fixed Inc | n/a | Fixed income | $4.6M | Apr 30, 2024 | Collective trust | Dol form 5500 pension |
| Russell 1000 Index Fund-Series I | Russell Trust Company | Pooled vehicle | $4.2M | Apr 30, 2024 | Collective trust | Dol form 5500 pension |
| Russell 1000 Index Fund-Series I | Russell Trust Company | Pooled vehicle | $4.2M | Apr 30, 2025 | Collective trust | Dol form 5500 pension |
| Russell International Fund | Russell Trust Company | Pooled vehicle | $2.2M | Apr 30, 2025 | Collective trust | Dol form 5500 pension |
| Russell 25 Plus Yr Strips Fixed Inc | n/a | Fixed income | $2.2M | Apr 30, 2023 | Collective trust | Dol form 5500 pension |
| Russell International Fund | Russell Trust Company | Pooled vehicle | $2.2M | Apr 30, 2024 | Collective trust | Dol form 5500 pension |
| Russell 10-15 Yr Strips Fxd Inc Fd | n/a | Pooled vehicle | $1.9M | Apr 30, 2023 | Collective trust | Dol form 5500 pension |
| High Yield Bond Fund | n/a | Fixed income | $1.6M | Apr 30, 2024 | Collective trust | Dol form 5500 pension |
| Russell 15-20 Yr Strips Fxd Inc Fd | n/a | Pooled vehicle | $1.6M | Apr 30, 2023 | Collective trust | Dol form 5500 pension |
| High Yield Bond Fund | n/a | Fixed income | $891,372 | Apr 30, 2025 | Collective trust | Dol form 5500 pension |
| Commodities Fd | Russell Trust Company | Natural resources | $801,139 | Apr 30, 2024 | Collective trust | Dol form 5500 pension |
| Ritc Global Listed Infrastructure F | Russell Trust Company | infrastructure | $800,611 | Apr 30, 2025 | Collective trust | Dol form 5500 pension |
| Emerging Markets Fund | Russell Trust Company | Public equity | $796,383 | Apr 30, 2024 | Collective trust | Dol form 5500 pension |
| Emerging Markets Fund | Russell Trust Company | Public equity | $794,193 | Apr 30, 2025 | Collective trust | Dol form 5500 pension |
| Global Real Estate Securities Fund | Russell Trust Company | Real estate | $794,192 | Apr 30, 2025 | Collective trust | Dol form 5500 pension |
| Ritc Global Listed Infrastructure F | Russell Trust Company | infrastructure | $791,207 | Apr 30, 2024 | Collective trust | Dol form 5500 pension |
| Russell 15-20 Yr Strips Fxd Inc Fd | n/a | Pooled vehicle | $790,968 | Apr 30, 2025 | Collective trust | Dol form 5500 pension |
| Global Real Estate Securities Fund | Russell Trust Company | Real estate | $776,473 | Apr 30, 2024 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Employer securities | n/a | n/a | n/a | 12 | $4.6M | Apr 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 85 | $32.2M | Apr 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Russell Trust Company | trustee | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |
| Hooker & Holcombe Inc | actuary | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |
| USI Consulting Group | actuary | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |