DFX Intelligence
Data Factory
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Reading the graph
Allocators
Indianapolis, IN
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 |
|---|---|---|---|---|---|---|
| Legal & General S&p 500 Cit Fund | Legal and General | Pooled vehicle | $53.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Legal & General S&p 500 Cit Fund | Legal and General | Pooled vehicle | $50.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Legal & General S&p 500 Cit Fund | Legal and General | Pooled vehicle | $42.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $6.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Legal & General Msci Acwi Ex US Cit | Legal and General | Pooled vehicle | $4.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Legal & General Msci Acwi Ex US Cit | Legal and General | Pooled vehicle | $4.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Legal & General Msci Acwi Ex US Cit | Legal and General | Pooled vehicle | $4.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Victory Trivalent International Sma | n/a | Pooled vehicle | $3.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Ir+m Collective Inv Trust Ci | Global Trust Company | Pooled vehicle | $3.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Ir+m Collective Inv Trust Ci | Global Trust Company | Pooled vehicle | $2.9M | Dec 31, 2022 | 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 | 2 | $3.4M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $1.4M | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 13 | $28.2M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 9 | $19.1M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 0 | $956,447 | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 9 | $20.1M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 32 | $68.2M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 11 | $23.2M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 17 | $35.9M | Dec 31, 2024 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 4 | $9.1M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Morgan Stanley Smith Barney, LLC | Investment adviser | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| First State Trust Company | custodian | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Cynthia Pitman | General consultant | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Morgan Stanley Smith Barney, LLC | Pension consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Segal | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Legal & General Investment Mgmt | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Fiera Capital | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| WCM Investment Management, LLC | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Segall Bryant & Hamill LLC | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| First State Trust Company | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Mept | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Western Asset Mgmt Company, LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Harding Loevner LP | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| The Boston Company | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Foundry Partners LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Victory Capital Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Apex | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Sage Advisory Services Ltd. Co. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Aristotle Capital Management, LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Martin Currie Emerging Markets | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Reliance Trust Company | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Siguler Guff Advisors | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Polen Capital Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| West Tower Group LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| AEW Core Property Trust | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |