DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Portland, OR
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 |
|---|---|---|---|---|---|---|---|
| Other investments | n/a | n/a | n/a | 7 | $3.4M | Jun 30, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 5 | $2.3M | Jun 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 88 | $43.1M | Jun 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| U.S. Bank National Association | custodian | Jul 1, 2024 | Jun 30, 2025 | no | fact | Dol form 5500 pension |
| Champlain Sm Cap Fd LLC | custodian | Jul 1, 2023 | Jun 30, 2024 | no | fact | Dol form 5500 pension |
| RV Kuhns & Associates | Pension consultant | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Independent Actuaries, Inc. | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| US Bank | custodian | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Champlain Sm Cap Fd LLC | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |