DFX Intelligence
Data Factory
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Reading the graph
Allocators
Tupelo, MS
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 |
|---|---|---|---|---|---|---|
| Commingled Pension Trust Fund | JP Morgan Chase | Pooled vehicle | $20.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Commingled Pension Trust Fund | JP Morgan Chase | Pooled vehicle | $17.8M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Commingled Pension Trust Fund | JP Morgan Chase | Pooled vehicle | $16.7M | Dec 31, 2025 | Collective trust | Dol form 5500 pension |
| Commingled Pension Trust Fund | JP Morgan Chase | Pooled vehicle | $16.6M | Dec 31, 2024 | 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 | 0 | $67,258 | Dec 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 85 | $16.7M | Dec 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 15 | $2.9M | Dec 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Aon | actuary | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| AON Consulting, Inc. | actuary | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| JP Morgan Chase | n/a | Dec 31, 2022 | n/a | yes | fact |