DFX Intelligence
Data Factory
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Reading the graph
Allocators
DES Moines, IA
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 |
|---|---|---|---|---|---|---|
| Wtc-Cif II US Inv Grade Corp Long B | Wellington Fd | Pooled vehicle | $145M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Wtc-Cif II US Inv Grade Corp Long B | Wellington Fd | Pooled vehicle | $114M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Wtc-Cif II US Inv Grade Corp Long B | Wellington Fd | Pooled vehicle | $111M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Legal & General Russell 3000 Cit | Legal & General Inv Mgmt America | Pooled vehicle | $19.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Legal & General Russell 3000 Cit | Legal & General Inv Mgmt America | Pooled vehicle | $14.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Wtc-Ctf Global Select Cap Apprec | Wellington Management | Pooled vehicle | $11.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Legal & General Russell 3000 Cit | Legal & General Inv Mgmt America | Pooled vehicle | $10.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| MFS International Equity Fund | n/a | Public equity | $8.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Wtc-Ctf Global Select Cap Apprec | Wellington Management | Pooled vehicle | $6.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Wtc-Ctf Global Select Cap Apprec | Wellington Management | Pooled vehicle | $4.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $3.1M | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 6 | $13.6M | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 31 | $73.7M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 59 | $138M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 3 | $6.4M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Principal Trust Co. | Discretionary trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Aon | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Mercer | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Principal Financial Group | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Wellington Trust Company | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Related Re | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Apollo Resources | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Audax Capital Partners | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Canyon Partners LLC | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Pimco Limited Partner | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Castlelake L.P. | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| SVB Capital | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Independent Francise | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Sweetwater Sec | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Cressy & Co. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Legal & General Inv Mgmt America | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Wellington Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| GSO Capital Sol | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Independent Francise | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |