DFX Intelligence
Reading the graph
Reading the graph
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Allocators
NEW Y•••, NY
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 | M•••••• | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| L••••• S••••• L•••• C•• G••••• T••• | L••••• S••••• | Public equity | $89.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| N••• I••••• D••••••• F•••• I••••• | L••••• S••••• T•••• C•••••• | Fixed income |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 0 | $2.2M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| G•••••••• F•••••••• A••••••• | Pension consultant | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| T•• S•••• C•• ••••••• S•••••• I••• | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| M•••••• | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| L••••• A•••• M••••••••• L•• | n/a | Dec 31, 2022 | n/a | yes | fact |
| C••••••• C•••••• M••••••••• L•• | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| U•••• L•••• L••• I•••••••• C•••••• | Investment management |
| Dec 31, 2024 |
| Collective trust |
| Dol form 5500 pension |
| N••• I••••• D••••••• F•••• I••••• | L••••• S••••• T•••• C•••••• | Fixed income | $75.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| L••••• S••••• L•••• C•• G••••• T••• | L••••• S••••• | Public equity | $57.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| L••••• C••• F•••• I••••• P•••••••• | L••••• A•••• M••••••••• L•• | Fixed income | $48.0M | Dec 31, 2024 | 103 12 ie | Dol form 5500 pension |
| L••••• C••• F•••• I••••• P•••••••• | L••••• A•••• M••••••••• L•• | Fixed income | $47.4M | Dec 31, 2023 | 103 12 ie | Dol form 5500 pension |
| N••• I••••• D••••••• F•••• I••••• | L••••• S••••• T•••• C•••••• | Fixed income | $41.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| L••••• C••• F•••• I••••• P•••••••• | L••••• A•••• M••••••••• L•• | Fixed income | $39.9M | Dec 31, 2022 | 103 12 ie | Dol form 5500 pension |
| L••••• S••••• L•••• C•• G••••• T••• | L••••• S••••• | Public equity | $37.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| M••••••••• P••••••• T•••• | N•• T•••• T•••• C•••••• | Real estate | $11.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| U••••• I••••••••• T•• E••••• F• | U••••• I••••••••• A••••••• | infrastructure | $11.4M | Dec 31, 2024 | 103 12 ie | Dol form 5500 pension |
| U••••• I••••••••• T•• E••••• F• | U••••• I••••••••• A••••••• | infrastructure | $10.8M | Dec 31, 2023 | 103 12 ie | Dol form 5500 pension |
| U••••• I••••••••• T•• E••••• F• | U••••• I••••••••• A••••••• | infrastructure | $10.0M | Dec 31, 2022 | 103 12 ie | Dol form 5500 pension |
| M••••••••• P••••••• T•••• | N•• T•••• T•••• C•••••• | Real estate | $10.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| M••••••••• P••••••• T•••• | N•• T•••• T•••• C•••••• | Real estate | $9.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| S••••••• A•••••• J• | U••••• I••••••••• A•••••••• I••• | Pooled vehicle | $7.5M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| S••••••• A•••••• J• | U••••• I••••••••• A•••••••• I••• | Pooled vehicle | $7.2M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| S••••••• A•••••• J• | U••••• I••••••••• A•••••••• I••• | Pooled vehicle | $6.9M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| U.S. Government securities | n/a | n/a | n/a | 10 | $92.0M | Dec 31, 2024 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 2 | $14.7M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 5 | $50.9M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 0 | $50,275 | Dec 31, 2024 | Derived |
| Other loans | n/a | n/a | n/a | 0 | $159,552 | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 5 | $47.5M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 20 | $188M | Dec 31, 2024 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 1 | $7.5M | Dec 31, 2024 | Derived |
| 103-12 investment entities | n/a | n/a | n/a | 6 | $59.4M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 19 | $180M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 31 | $291M | Dec 31, 2024 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 1 | $8.4M | Dec 31, 2024 | Derived |
| S••••••••• • P••••••••• L•• | Investment adviser | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| S••• M• B•••• C••••••••• I•• | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| T•• S•••• G••••• I••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| S•••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| M••••• S•••••• S•••• B•••••• L•• | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| A••••••••• B••• o• N•• Y••• | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Jan 1, 2023 |
| Dec 31, 2023 |
| no |
| fact |
| B•••••••• I••••••••• M•••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| A••••••• S•••••• C•••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| M•••••• • N••••• A•••••••• L•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| L••••• A•••• M••••••••• L•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| L•••• A••••• • C• L•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| L••••• S••••• T•••• C•••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| J••• M••••• I••••••••• M••••••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |