DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Boston, MA
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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Other investments | n/a | n/a | n/a | 77 | $26.2M | Sep 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 23 | $7.7M | Sep 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Mellon Bank | custodian | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Transamerica Retirement Solutions | actuary | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Captrust Actuarial Services, LLC | actuary | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |