DFX Intelligence
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Allocators
Holyoke, 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 |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Mfs | Pooled vehicle | $1.9M | Oct 31, 2024 | Separate account | Dol form 5500 pension |
| Fidelity 500 Index | Mfs | Pooled vehicle | $1.9M | Oct 31, 2025 | Separate account | Dol form 5500 pension |
| Fidelity 500 Index | Mfs | Pooled vehicle | $1.6M | Oct 31, 2023 | Separate account | Dol form 5500 pension |
| Massmutual US Govt Mny Mkt R5 | Capital Group | Pooled vehicle | $875,020 | Oct 31, 2025 | Separate account | Dol form 5500 pension |
| Massmutual US Govt Mny Mkt R5 | n/a | Pooled vehicle | $782,186 | Oct 31, 2024 | Separate account | Dol form 5500 pension |
| Massmutual US Govt Mny Mkt R5 | n/a | Pooled vehicle | $661,239 | Oct 31, 2023 | Separate account | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Registered investment companies | n/a | n/a | n/a | 100 | $20.5M | Oct 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Commonwealth Equity Svcs, LLC DBA | Investment adviser | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |
| Milliman, Inc. | actuary | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Mfs | n/a | Oct 31, 2025 | n/a | yes | fact |
| Capital Group | n/a | Oct 31, 2025 | n/a | yes | fact |