DFX Intelligence
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Allocators
Greenfield, IN
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 |
|---|---|---|---|---|---|---|
| NT Collective All Country World Inv | Northern Trust Collective Eafe Inde | Pooled vehicle | $4.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| NT Collective All Country World Inv | Northern Trust Collective Eafe Inde | Pooled vehicle | $3.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| NT Collective All Country World Inv | Northern Trust Collective Eafe Inde | Pooled vehicle | $2.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| NT Collective Short Term Investment | Northern Trust Collective Eafe Inde | cash | $1.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| NT Collective Short Term Investment | Northern Trust Collective Eafe Inde | cash | $894,510 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| NT Coltv 1-10 Yr Interm Cr Govt Bd | Northern Trust Collective Eafe Inde | Pooled vehicle | $713,786 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| NT Coltv 1-10 Yr Interm Cr Govt Bd | Northern Trust Collective Eafe Inde | Pooled vehicle | $684,524 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| NT Coltv 1-10 Yr Interm Cr Govt Bd | Northern Trust Collective Eafe Inde | Pooled vehicle | $666,772 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| NT Collective Short Term Investment | Northern Trust Collective Eafe Inde | cash | $159,520 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Common/collective trusts | n/a | n/a | n/a | 94 | $4.9M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Northern Trust Co. | Investment adviser | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Aon | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Shepherd Finc Inv Advisory, LLC | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| AON Consulting, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |