DFX Intelligence
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Allocators
Dover, OH
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 |
|---|---|---|---|---|---|---|
| Fiam 8-10 Year Corporate Bond | Fidelity Institutional Asset Mgmt | Fixed income | $4.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Short Duration Pool | Fidelity Institutional Asset Mgmt | Pooled vehicle | $3.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Long Corporate Commingled Pool | Fidelity Institutional Asset Mgmt | Pooled vehicle | $2.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Long U.S. Treasury Strips Inde | Fidelity Institutional Asset Mgmt | Fixed income | $1.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 0 | $16,700 | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 80 | $10.6M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 20 | $2.6M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Vanguard | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Milliman, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |