DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Norwood, MA
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 |
|---|---|---|---|---|---|---|
| Long Term Credit Bond Index Fund | Blackrock Insti. Trust Company, N.A | Private credit | $50.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Ir+m Intermediate Corp Collect Fund | Ir+m Collective Investment | Pooled vehicle | $50.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Long Term Credit Bond Index Fund | Blackrock Insti. Trust Company, N.A | Private credit | $48.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Spartan 500 Index Pool | Geode Capital Management Trust Company, LLC | Pooled vehicle | $39.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Ir&m Long Corporate Collective Fund | Ir+m Collective Investment | Pooled vehicle | $29.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Ir&m Long Corporate Collective Fund | Ir+m Collective Investment | Pooled vehicle | $28.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Spartan 500 Index Pool | Geode Capital Management Trust Company, LLC | Pooled vehicle | $21.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Hardman Johnston Int'l Equity Group | Hardman Johnston Global Advisors | Public equity | $21.2M | Dec 31, 2022 | 103 12 ie | Dol form 5500 pension |
| Panagora Risk Parity Multi Asset | Panagora Investment Manager | Hedge diversifiers | $16.9M | Dec 31, 2022 | 103 12 ie | Dol form 5500 pension |
| Spartan 500 Index Pool | Geode Capital Management Trust Company, LLC | Pooled vehicle | $15.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Ir+m Intermediate Corp Collect Fund | Ir+m Collective Investment | Pooled vehicle | $14.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Hardman Johnston Int'l Equity Group | Hardman Johnston Global Advisors | Public equity | $10.7M | Dec 31, 2023 | 103 12 ie | Dol form 5500 pension |
| Acadian Emrg Mkts Sm Cap Eq Fd | Acadian Asset Management | Pooled vehicle | $10.3M | Dec 31, 2024 | 103 12 ie | Dol form 5500 pension |
| US Long Corporate Bond Fund | Blackrock Insti. Trust Company, N.A | Fixed income | $9.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Ir&m Long Corporate Collective Fund | Ir+m Collective Investment | Pooled vehicle | $8.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Hardman Johnston Int'l Equity Group | Hardman Johnston Global Advisors | Public equity | $8.8M | Dec 31, 2024 | 103 12 ie | Dol form 5500 pension |
| Fiam Eme Sm Cap Pool | Fidelity Institutional Asset Mgmt | Pooled vehicle | $5.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Ir+m Intermediate Corp Collect Fund | Ir+m Collective Investment | Pooled vehicle | $5.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Eme Sm Cap Pool | Fidelity Institutional Asset Mgmt | Pooled vehicle | $5.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| EB Temporary Investment | BNY Mellon | Pooled vehicle | $3.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| EB Temporary Investment | BNY Mellon | Pooled vehicle | $3.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| EB Temporary Investment | BNY Mellon | Pooled vehicle | $891,886 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Short-Term Investment Fund | Blackrock Insti. Trust Company, N.A | cash | $78 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Short-Term Investment Fund | Blackrock Insti. Trust Company, N.A | cash | $76 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| U.S. Government securities | n/a | n/a | n/a | 22 | $29.2M | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 7 | $9.0M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 49 | $64.1M | Dec 31, 2024 | Derived |
| 103-12 investment entities | n/a | n/a | n/a | 15 | $19.0M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 6 | $7.9M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Gallagher Benefit Services, Inc. | actuary | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Blackrock Institutional Trust Co,na | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Agilis Partners LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Nepc, LLC | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Bank of New York Mellon | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Agilis Partners LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Geode Capital Management Trust Company, LLC | n/a | Dec 31, 2024 | n/a | yes | fact |
| Blackrock Insti. Trust Company, N.A | n/a | Dec 31, 2023 | n/a | yes | fact |
| Hardman Johnston Global Advisors | n/a | Dec 31, 2022 | n/a | yes | fact |
| Select Equity Group | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Legal & General Inv Mgmt America | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Income Research & Mgmt. Inc. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Mondrian Investment Group Inc. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Fidelity Institutional Asset Mgmt | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Panagora Asset Management, Inc. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Acadian Asset Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Hardman Johnston Global Advisors | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Copeland | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |