DFX Intelligence
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Reading the graph
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Allocators
Atlanta, GA
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 |
|---|---|---|---|---|---|---|
| R•••••• 3••• I•••• N••••••••• F•• | B•••••••• | Pooled vehicle | $1.2B | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| R•••••• 3••• I•••• N••••••••• F•• | B•••••••• | Pooled vehicle | $994M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 0 | $2.7M | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 19 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| W••••• T••••• W••••• U• L•• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Dec 31, 2023 |
| Collective trust |
| Dol form 5500 pension |
| R•••••• 3••• I•••• N••••••••• F•• | B•••••••• | Pooled vehicle | $804M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| P••• C••• P••• B••• S•• A••••• | P•••••••• | Fixed income | $6.6M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| P••• C••• P••• B••• S•• A••••• | P•••••••• | Fixed income | $3.5M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••• C••• P••• B••• S•• A••••• | P•••••••• | Fixed income | $1.9M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 10 | $165M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 71 | $1.2B | Dec 31, 2024 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 0 | $6.6M | Dec 31, 2024 | Derived |