DFX Intelligence
Reading the graph
Reading the graph
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Allocators
Plymouth Meeting, PA
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 | V•••• | As of | Kind | Source |
|---|---|---|---|---|---|---|
| L•••••••• D••••• S••••••• C•• I• | W•••• F•••• | Pooled vehicle | $17.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| L•••••••• D••••• S••••••• C•• I• | n/a | Pooled vehicle | $10.5M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Common/collective trusts | n/a | n/a | n/a | 96 | $39.4M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 3 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| P•••••••• T•••• C•• | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| U•• C••••••••• G•••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| T• R••• P•••• T•••• C•••••• | n/a | Dec 31, 2024 | n/a | yes | fact |
| T• R••• P•••• | n/a | Dec 31, 2024 | n/a | yes | fact |
| B•••••••• | n/a |
| Collective trust |
| Dol form 5500 pension |
| L•••••••• D••••• S••••••• C•• I• | n/a | Pooled vehicle | $9.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| L•••••••• D••••• S••••••• C•• I• | n/a | Pooled vehicle | $8.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| L•••••••• D••••• S••••••• C•• I• | W•••• F•••• | Pooled vehicle | $7.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| L•••••••• D••••• S••••••• C•• I• | W•••• F•••• | Pooled vehicle | $7.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| P••••••••• S•• 5•• I•••• | B•••••••• | Pooled vehicle | $4.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• S•• M• I••• C•• | B•••••••• | Pooled vehicle | $3.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• S•• 5•• I•••• | B•••••••• | Pooled vehicle | $2.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| P••••••••• S•• 5•• I•••• | B•••••••• | Pooled vehicle | $2.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| P••••••••• I••• E••• I•••• | B•••••••• | Pooled vehicle | $2.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| P••••••••• I••••••••• V• | C••••••• | Pooled vehicle | $2.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| P••••••••• I••• E••• I•••• | B•••••••• | Pooled vehicle | $1.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• R••• P•••• I••••••••• | T• R••• P•••• | Pooled vehicle | $1.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• V•••• C•• F• | M•• | Pooled vehicle | $1.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• S•••• C•• C•• N• | n/a | Public equity | $1.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• L•••• C•• G••••• C•• | A••••••••• L••• | Public equity | $1.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• I••• L•• M•• C•• F• | T• R••• P•••• | Pooled vehicle | $1.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• S•• M• I••• C•• | B•••••••• | Pooled vehicle | $1.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| P••••••••• I••• L•• M•• C•• F• | T• R••• P•••• | Pooled vehicle | $1.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| V••• L•••• C•• G••••• C•• N• | V••• | Public equity | $1.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| P••••••••• V•••• C•• F• | M•• | Pooled vehicle | $1.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| P••••••••• I••••••••• V• | C••••••• | Pooled vehicle | $1.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• R••• P•••• I••••••••• | T• R••• P•••• | Pooled vehicle | $1.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| P••••••••• S•••• C•• C•• N• | n/a | Public equity | $1.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| n/a |
| yes |
| fact |
| C••••••• | n/a | Dec 31, 2024 | n/a | yes | fact |
| M•• | n/a | Dec 31, 2023 | n/a | yes | fact |
| A••••••••• L••• | n/a | Dec 31, 2023 | n/a | yes | fact |
| V••• | n/a | Dec 31, 2022 | n/a | yes | fact |
| A•••••••• | n/a | Dec 31, 2022 | n/a | yes | fact |