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Allocators
Ashland, KY
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 |
|---|---|---|---|---|---|---|
| Cahaba Partners Equity Plus Fund | n/a | Public equity | $13.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Cahaba Partners Tactical Equity | n/a | Hedge diversifiers | $4.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Cahaba Partners Total Return Fund | n/a | Pooled vehicle | $2.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Cahaba Partners Public Inflation He | n/a | Pooled vehicle | $1.7M | Dec 31, 2022 | 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 | 2 | $1.1M | Dec 31, 2022 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 4 | $2.0M | Dec 31, 2022 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 39 | $21.2M | Dec 31, 2022 | Derived |
| Registered investment companies | n/a | n/a | n/a | 55 | $30.1M | Dec 31, 2022 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Mercer | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Highland Associates Inc | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Pnc | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |