DFX Intelligence
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Reading the graph
Allocators
South Hadley, MA
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 |
|---|---|---|---|---|---|---|
| Separate Account 174 | Aetna Life Insurance Company | Pooled vehicle | $230,800 | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| Separate Account 174 | Aetna Life Insurance Company | Pooled vehicle | $96,575 | Jun 30, 2024 | Separate account | Dol form 5500 pension |
| Separate Account 174 | Aetna Life Insurance Company | Pooled vehicle | $72,108 | Jun 30, 2025 | Separate account | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $56,904 | Jun 30, 2025 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 1 | $72,108 | Jun 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 94 | $10.4M | Jun 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Shepherd Kaplan Krochuk LLC | Investment adviser | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| USI Consulting Group | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Aetna Life Insurance Company | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |