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Allocators
NEW York, NY
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.
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| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| C••••••••• T•••• o• N•••• | n/a | Pooled vehicle | $25.8M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| C••••••••• T•••• o• N•••• | n/a | Pooled vehicle | $20.5M | Mar 31, 2024 |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| U.S. Government securities | n/a | n/a | n/a | 15 | $15.8M | Mar 31, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 57 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| C•••••••• A••••••••• | Investment adviser | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| A•• | General consultant | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| L•••• • G•••••• I•• M••• A•••••• | Investment management | Apr 1, 2022 | Mar 31, 2023 | no | fact |
| Dol form 5500 pension |
| C••••••••• T•••• o• N•••• | n/a | Pooled vehicle | $17.6M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Mar 31, 2025 |
| Derived |
| Other investments | n/a | n/a | n/a | 4 | $4.6M | Mar 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 16 | $17.6M | Mar 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 5 | $5.1M | Mar 31, 2025 | Derived |
| Directed trustee |
| Apr 1, 2022 |
| Mar 31, 2023 |
| no |
| fact |
| Dol form 5500 pension |
| A•• | actuary | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |