DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Garden City, 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 |
|---|---|---|---|---|---|---|
| Fiam Long Corporate Commingled Pool | Fidelity Institutional Asset Mgmt | Pooled vehicle | $11.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Long Corporate Commingled Pool | Fidelity Institutional Asset Mgmt | Pooled vehicle | $8.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Long Duration Commingled Pool | Fidelity Institutional Asset Mgmt | Fixed income | $8.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Long Corporate Commingled Pool | Fidelity Institutional Asset Mgmt | Pooled vehicle | $4.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Long Duration Commingled Pool | Fidelity Institutional Asset Mgmt | Fixed income | $4.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Long U.S. Treasury Strips Inde | Fidelity Institutional Asset Mgmt | Fixed income | $2.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Long U.S. Treasury Strips Inde | Fidelity Institutional Asset Mgmt | Fixed income | $1.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 3 | $841,284 | Dec 31, 2024 | Derived |
| Insurance company general account | n/a | n/a | n/a | 1 | $376,918 | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 38 | $11.2M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 57 | $16.6M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Principal Trust Co. | trustee | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Capfinancial Partners, LLC | Investment adviser | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| TNC US Holdings, Inc. | Investment adviser | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Principal Financial Group | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |