DFX Intelligence
Data Factory
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Allocators
Hillsboro, OR
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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 3 | $2.2M | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| C••••••••• W••••• M••••••••• | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| I••••••••• A••••••••• I••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no |
| $6.7M |
| Dec 31, 2024 |
| Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 10 | $7.5M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 1 | $634,133 | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 63 | $44.9M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 7 | $4.8M | Dec 31, 2024 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 5 | $3.5M | Dec 31, 2024 | Derived |
| Dol form 5500 pension |