DFX Intelligence
Reading the graph
Reading the graph
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Allocators
Silver Spring, MD
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 |
|---|---|---|---|---|---|---|
| L••••••• L••••••• 5•• I•••• F••• | A••••••••• B••• o• N•• Y••• | Pooled vehicle | $30.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| L••••••• L••••••• 5•• I•••• F••• | A••••••••• B••• o• N•• Y••• | Pooled vehicle |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $141,013 | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 100 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| B•••••••• I••••••••• T•••• C•••• | trustee | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| T•• S•••• C•• ••••••• S•••••• I••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| I•••••• T•••• C•••••• | n/a | Dec 31, 2023 | n/a | yes | fact |
| Dec 31, 2023 |
| Collective trust |
| Dol form 5500 pension |
| L••••••• L••••••• 5•• I•••• F••• | A••••••••• B••• o• N•• Y••• | Pooled vehicle | $21.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| R•••••• 3••• I•••• F••• | B•••••••• I••••••••• T•••• C•••• | Pooled vehicle | $10.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| R•••••• 3••• I•••• F••• | B•••••••• I••••••••• T•••• C•••• | Pooled vehicle | $10.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| R•••••• 3••• I•••• F••• | B•••••••• I••••••••• T•••• C•••• | Pooled vehicle | $9.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| L••••••• C••• B••• F••• | A••••••••• B••• o• N•• Y••• | Fixed income | $8.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| L••••••• C••• B••• F••• | A••••••••• B••• o• N•• Y••• | Fixed income | $8.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| L••••••• C••• B••• F••• | A••••••••• B••• o• N•• Y••• | Fixed income | $7.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| I•••••• B••••••••• A••••••••• T• | I•••••• T•••• C•••••• | Multi asset | $4.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| I•••••• B••••••••• A••••••••• T• | I•••••• T•••• C•••••• | Multi asset | $4.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| I•••••• B••••••••• A••••••••• T• | I•••••• T•••• C•••••• | Multi asset | $4.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| A••••••••• B••• o• N•• Y••• |
| custodian |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |
| T•• S•••• C•• ••••••• S•••••• I••• | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| S•••• C••••••••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |