DFX Intelligence
Data Factory
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Allocators
Franklin, TN
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 |
|---|---|---|---|---|---|---|
| DB Growth Portfolio | n/a | Pooled vehicle | $11.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| DB Growth Portfolio | n/a | Pooled vehicle | $7.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| DB Growth Portfolio | n/a | Pooled vehicle | $7.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Long Corporate a Or Better | Fidelity Institutional Asset Mgmt | Pooled vehicle | $6.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Long Corporate a Or Better | Fidelity Institutional Asset Mgmt | Pooled vehicle | $5.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Long Corporate a Or Better | Fidelity Institutional Asset Mgmt | Pooled vehicle | $5.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Intermediate Duration Comm Pl | Fidelity Institutional Asset Mgmt | Pooled vehicle | $4.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Intermediate Duration Comm Pl | Fidelity Institutional Asset Mgmt | Pooled vehicle | $3.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Intermediate Duration Comm Pl | Fidelity Institutional Asset Mgmt | Pooled vehicle | $3.4M | Dec 31, 2023 | 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 | $481,944 | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 97 | $16.8M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Capfinancial Partners, LLC | General consultant | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Milliman, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Aon | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Truist Bank | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Capfinancial Partners, LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Fidelity Institutional Asset Mgmt | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |