DFX Intelligence
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Allocators
River Forest, 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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 26 | $8.7M | Feb 28, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| S•••• C••••••••• | actuary | Mar 1, 2022 | Feb 28, 2023 | no | fact | Dol form 5500 pension |
| N••• T••••••• | Investment adviser | Mar 1, 2022 | Feb 28, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| K•••••• W••••• M••••••••• | Investment management | Mar 1, 2022 | Feb 28, 2023 | no | fact |
| Feb 28, 2025 |
| Derived |
| U.S. Government securities | n/a | n/a | n/a | 17 | $5.7M | Feb 28, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 2 | $595,557 | Feb 28, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 4 | $1.4M | Feb 28, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 34 | $11.3M | Feb 28, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 14 | $4.7M | Feb 28, 2025 | Derived |
| actuary |
| Mar 1, 2022 |
| Feb 28, 2023 |
| no |
| fact |
| Dol form 5500 pension |