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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.
| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| Wtc-Cif II US Investment Grade Inte | Wellington Trust Company, Na | Pooled vehicle | $306M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Wtc-Cif II US Investment Grade Inte | Wellington Trust Company, Na | Pooled vehicle | $292M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Wtc-Cif II US Investment Grade Inte | Wellington Trust Company, Na | Pooled vehicle | $269M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Manulife Asset Mgmt Global Focus | Manulife Asset Mgmt Tst Co LLC | Pooled vehicle | $45.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Manulife Asset Mgmt Global Focus | Manulife Asset Mgmt Tst Co LLC | Pooled vehicle | $44.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Manulife Asset Mgmt Global Focus | Manulife Asset Mgmt Tst Co LLC | Pooled vehicle | $39.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Morgan Stanley International Value | Morgan Stanley Investment Managemen | Pooled vehicle | $30.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Morgan Stanley International Value | Morgan Stanley Investment Managemen | Pooled vehicle | $30.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Morgan Stanley International Value | Morgan Stanley Investment Managemen | Pooled vehicle | $26.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Wellington Small Cap Growth Fund | Wellington Trust Company, Na | Public equity | $23.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Wellington Small Cap Growth Fund | Wellington Trust Company, Na | Public equity | $21.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Wellington Large Cap Growth | Wellington Trust Company, Na | Public equity | $15.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| State Street Msci Eafe Index Non-Le | State Street Global Advisors Trust Company | Pooled vehicle | $14.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Wellington Large Cap Growth | Wellington Trust Company, Na | Public equity | $14.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| State Street Msci Eafe Index Non-Le | State Street Global Advisors Trust Company | Pooled vehicle | $13.8M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Wellington Large Cap Growth | Wellington Trust Company, Na | Public equity | $13.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| State Street Msci Eafe Index Non-Le | State Street Global Advisors Trust Company | Pooled vehicle | $11.7M | 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 | 3 | $60.6M | Dec 31, 2024 | Derived |
| Insurance company general account | n/a | n/a | n/a | 2 | $46.2M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 63 | $1.2B | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 8 | $156M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 22 | $423M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 1 | $19.7M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Alight Solutions LLC | Pension consultant | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| AON Consulting, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Alight Solutions LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| State Street Bank | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |