DFX Intelligence
Data Factory
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Reading the graph
Allocators
Memphis, TN
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 |
|---|---|---|---|---|---|---|
| Prudential Core Plus Bond Fund | Prudential Trust Co. | Fixed income | $26.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| PRU U.S. Long Duration Corp Bd | Prudential Trust Co. | Fixed income | $22.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| PRU U.S. Long Duration Corp Bd | Prudential Trust Co. | Fixed income | $20.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| PRU U.S. Long Duration Corp Bd | Prudential Trust Co. | Fixed income | $13.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Winslow Cap US Lg Cap Gr | Prudential Retirement & Annuity Ins | Pooled vehicle | $4.8M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prudential Short-Term | Prudential Retirement & Annuity Ins | cash | $4.2M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prudential Short-Term | Prudential Retirement & Annuity Ins | cash | $3.7M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Capital Group Europacific Growth | Capital Guardian Trust Company | Pooled vehicle | $3.6M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Small Cap Value/kennedy Capit | Prudential Retirement & Annuity Ins | Public equity | $2.4M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prudential Ret Insur and Annuity Co | Prudential Retirement & Annuity Ins | Pooled vehicle | $2.0M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Small Cap Value/kennedy Capit | Prudential Retirement & Annuity Ins | Public equity | $1.9M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Carilloneagle Mcg Fdrs | n/a | Pooled vehicle | $1.9M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Small Cap Value/kennedy Capit | Prudential Retirement & Annuity Ins | Public equity | $975,129 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Common/collective trusts | n/a | n/a | n/a | 54 | $49.2M | Dec 31, 2024 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 12 | $10.8M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 34 | $31.4M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Empower | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Prudential Trust Co. | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Sageview Advisory Consulting Group | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |