DFX Intelligence
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Reading the graph
Allocators
LOS Angeles, CA
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 |
|---|---|---|---|---|---|---|
| Massmutual Mid Cap Growth I | n/a | Pooled vehicle | $9.4M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Fidelity 500 Index | n/a | Pooled vehicle | $9.4M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Fidelity 500 Index | n/a | Pooled vehicle | $3.7M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Fidelity 500 Index | n/a | Pooled vehicle | $3.6M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Massmutual US Govt Mny Mkt R5 | n/a | Pooled vehicle | $1.7M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Massmutual Mid Cap Growth I | n/a | Pooled vehicle | $1.4M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Massmutual Mid Cap Growth I | n/a | Pooled vehicle | $1.2M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Massmutual US Govt Mny Mkt R5 | n/a | Pooled vehicle | $912,832 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Pooled separate accounts | n/a | n/a | n/a | 100 | $18.8M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Wells Fargo Advisors, LLC | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Milliman, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |