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
Chicago, IL
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 |
|---|---|---|---|---|---|---|
| A•• L••• C••••• B••• F••• | A•• T•••• C•••••• L•• | Private credit | $4.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• L••• C••••• B••• F••• | A•• T•••• C•••••• L•• | Private credit | $4.8M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $176,930 | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 98 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| H••••• A••••••••• | actuary | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| P•••••••• S••••••• A•••• M••••••••• | trustee | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| A•• I••••••••• U•• I•• | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Dec 31, 2022 |
| Collective trust |
| Dol form 5500 pension |
| A•• U• I••••••••• G••••••••• | A•• T•••• C•••••• L•• | Pooled vehicle | $4.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•• U• I••••••••• G••••••••• | A•• T•••• C•••••• L•• | Pooled vehicle | $4.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• L••• C••••• B••• F••• | A•• T•••• C•••••• L•• | Private credit | $3.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• U• I••••••••• G••••••••• | A•• T•••• C•••••• L•• | Pooled vehicle | $3.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• I••••••••• C••••• B••• F••• | A•• T•••• C•••••• L•• | Private credit | $2.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• I••••••••• C••••• B••• F••• | A•• T•••• C•••••• L•• | Private credit | $1.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• I••••••••• C••••• B••• F••• | A•• T•••• C•••••• L•• | Private credit | $1.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•• E••••••• L•••••••• D••••• I•••• | A•• T•••• C•••••• L•• | Pooled vehicle | $1.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• L•••• C•• E••••• I•••• F••• | A•• T•••• C•••••• L•• | Public equity | $300,377 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• L•••• C•• E••••• I•••• F••• | A•• T•••• C•••••• L•• | Public equity | $255,448 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• L•••• C•• E••••• I•••• F••• | A•• T•••• C•••••• L•• | Public equity | $237,765 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•• N••••• E••••• I•••• F••• | A•• T•••• C•••••• L•• | Public equity | $140,274 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• N••••• E••••• I•••• F••• | A•• T•••• C•••••• L•• | Public equity | $133,460 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• N••••• E••••• I•••• F••• | A•• T•••• C•••••• L•• | Public equity | $115,074 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•• H••• Y•••• P••• F••• | A•• T•••• C•••••• L•• | Fixed income | $84,787 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• H••• Y•••• P••• F••• | A•• T•••• C•••••• L•• | Fixed income | $77,653 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• H••• Y•••• P••• F••• | A•• T•••• C•••••• L•• | Fixed income | $69,135 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| 2•• Y• U• S• T•••• S••••• | A•• T•••• C•••••• L•• | Pooled vehicle | $57,597 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• L••• G••••••••• B••• I•••• F••• | A•• T•••• C•••••• L•• | Fixed income | $51,772 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• L••• G••••••••• B••• I•••• F••• | A•• T•••• C•••••• L•• | Fixed income | $50,159 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| 2•• Y• U• S• T•••• S••••• | A•• T•••• C•••••• L•• | Pooled vehicle | $49,752 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• L••• G••••••••• B••• I•••• F••• | A•• T•••• C•••••• L•• | Fixed income | $48,623 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• G••••• R••• E••••• F••• | A•• T•••• C•••••• L•• | Real estate | $47,508 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| Pension consultant |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |
| B•••••••• | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| A•• C••••••••• I••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |