DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Allocators
Lowell, MI
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 |
|---|---|---|---|---|---|---|
| P••• L•• I•••• D•• S•• A••••• | P•••••••• | Pooled vehicle | $4.8M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| P••• L•• I•••• D•• S•• A••••• | P•••••••• | Pooled vehicle | $3.7M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Pooled separate accounts | n/a | n/a | n/a | 100 | $9.5M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| R•••••• F•••••••• G•••• L•• | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| P•••••••• F•••••••• G•••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Dec 31, 2023 |
| Separate account |
| Dol form 5500 pension |
| P••• L••• S•• 5•• I•••• S••• | P•••••••• | Pooled vehicle | $3.3M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••• L•• I•••• D•• S•• A••••• | P•••••••• | Pooled vehicle | $3.3M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••• L••• S•• 5•• I•••• S••• | P•••••••• | Pooled vehicle | $3.0M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••• L•• L••• D••••••• S••• | P•••••••• | Fixed income | $1.9M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| P••• L•• L••• D••••••• S••• | P•••••••• | Fixed income | $1.6M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••• L•• S•••• D•• S•• A••••• | P•••••••• | Pooled vehicle | $1.5M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| P••• I••• E••••• I•••• S••• | P•••••••• | Public equity | $1.4M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••• L•• E•• D•• S•• A••••• | P•••••••• | Pooled vehicle | $1.3M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| P••• L•• S•••• D•• S•• A••••• | P•••••••• | Pooled vehicle | $1.0M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••• L•• L••• D••••••• S••• | P•••••••• | Fixed income | $991,816 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••• L•• E•• D•• S•• A••••• | P•••••••• | Pooled vehicle | $916,324 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••• L•• S•••• D•• S•• A••••• | P•••••••• | Pooled vehicle | $859,403 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••• I••• E••••• I•••• S••• | P•••••••• | Public equity | $859,064 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••• L•• E•• D•• S•• A••••• | P•••••••• | Pooled vehicle | $495,184 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••• M••••• S•• 4•• I•• S••• | P•••••••• | Pooled vehicle | $447,231 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••• S•••• S•• 6•• I•••• S••• | P•••••••• | Pooled vehicle | $419,839 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••• S•••• S•• 6•• I•••• S••• | P•••••••• | Pooled vehicle | $345,736 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••• M••••• S•• 4•• I•• S••• | P•••••••• | Pooled vehicle | $339,515 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P•••••••• D•• R••• A•••• S••• | P•••••••• | Real assets | $143,192 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••• R••• E••••• S••• S••• | P•••••••• | Real estate | $126,389 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••• R••• E••••• S••• S••• | P•••••••• | Real estate | $120,364 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P•••••••• D•• R••• A•••• S••• | P•••••••• | Real assets | $120,303 | Dec 31, 2023 | Separate account | Dol form 5500 pension |