DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Phoenix, AZ
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 |
|---|---|---|---|---|---|---|---|
| CASH SURRENDER VALUE OF LIFE INSURANCE | n/a | n/a | n/a | 0 | $675,746 | Mar 31, 2025 | Reported |
| OIL, GAS, AND MINERAL RIGHTS | n/a | n/a | n/a | 0 | $1.3M | Mar 31, 2025 | Reported |
| Partnerships | n/a | n/a | n/a | 2 | $7.1M | Mar 31, 2025 | Reported |
| GROUP ANNUITY CONTRACT | n/a | n/a | n/a | 0 | $387,494 | Mar 31, 2025 | Reported |
| ALTERNATIVE INVESTMENTS | n/a | n/a | n/a | 87 | $323M | Mar 31, 2025 | Reported |
| REAL PROPERTY | n/a | n/a | n/a | 10 | $37.7M | Mar 31, 2025 | Reported |