DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Muscle Shoals, AL
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 |
|---|---|---|---|---|---|---|
| Columbia Dividend Val Isp | Prudential Retirement & Annuity Ins | Pooled vehicle | $3.2M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Dryden S&p 500 Index | Prudential Retirement & Annuity Ins | Pooled vehicle | $2.5M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| T.roweprice Grwth Stk Stratii | Prudential Retirement & Annuity Ins | Pooled vehicle | $2.4M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Core Plus Bond / Pgim Fund | Prudential Retirement & Annuity Ins | Fixed income | $2.3M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Core Bond Enhanced Index/pgim | Prudential Retirement & Annuity Ins | Fixed income | $2.3M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| PRU Long Corporate Bond | Prudential Retirement & Annuity Ins | Fixed income | $2.2M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Long Duration Bond/ir&m Fund | Prudential Retirement & Annuity Ins | Fixed income | $2.1M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Small Cap Value/kennedy Capit | Prudential Retirement & Annuity Ins | Public equity | $1.2M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| SCG II (wellington) | Prudential Retirement & Annuity Ins | Pooled vehicle | $1.2M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prudential Short-Term | Prudential Retirement & Annuity Ins | cash | $403,722 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Master trust investment accounts | n/a | n/a | n/a | 100 | $23.6M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Aon | actuary | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Bank of New York Mellon | custodian | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| AON Consulting, Inc. | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Empower | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Prudential Insurance Company of Ame | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Lockton Investment Advisors, LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |