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Allocators
Findlay, OH
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 |
|---|---|---|---|---|---|---|---|
| Corporate debt instruments (other) | n/a | n/a | n/a | 14 | $5.8M | Nov 30, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 3 | $1.1M | Nov 30, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 2 | $1.0M | Nov 30, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 81 | $33.7M | Nov 30, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Willis Towers Watson US LLC | trustee | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |
| US Bank | actuary | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |
| Willis Towers Watson US LLC | actuary | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Williams Jones & Associates LLC | Investment management | Dec 1, 2022 | Nov 30, 2023 | no | fact |