DFX Intelligence
Reading the graph
Reading the graph
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Allocators
Upper N••••, 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 | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| P••• L••••• A••••• S•• A••••• | P•••••••• | Pooled vehicle | $9.1M | Jun 30, 2025 | Separate account | Dol form 5500 pension |
| P••• L•• L••• D••••••• S••• | P•••••••• | Fixed income | $5.0M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Pooled separate accounts | n/a | n/a | n/a | 100 | $14.3M | Jun 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| T•• B•••••• P••••••• | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Jun 30, 2024 |
| Separate account |
| Dol form 5500 pension |
| P••• L•• L••• D••••••• S••• | P•••••••• | Fixed income | $4.6M | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| P••• L••• S•• 5•• I•••• S••• | P•••••••• | Pooled vehicle | $4.2M | Jun 30, 2024 | Separate account | Dol form 5500 pension |
| P••• H••• I••••• S•• A••••• | P•••••••• | Fixed income | $4.1M | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| P••• L•• L••• D••••••• S••• | P•••••••• | Fixed income | $3.5M | Jun 30, 2025 | Separate account | Dol form 5500 pension |
| P••• L•• I•••• D•• S•• A••••• | P•••••••• | Pooled vehicle | $1.9M | Jun 30, 2024 | Separate account | Dol form 5500 pension |
| P••• L•• I•••• D•• S•• A••••• | P•••••••• | Pooled vehicle | $1.7M | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| P••• L•• I•••• D•• S•• A••••• | P•••••••• | Pooled vehicle | $1.7M | Jun 30, 2025 | Separate account | Dol form 5500 pension |
| P••• D••••••••• I••• S••• | P•••••••• | Hedge diversifiers | $1.1M | Jun 30, 2024 | Separate account | Dol form 5500 pension |
| P••• D••••••••• I••• S••• | P•••••••• | Hedge diversifiers | $1.1M | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| P•••••••• U••• P••••••• S••• | P•••••••• | Real estate | $663,562 | Jun 30, 2024 | Separate account | Dol form 5500 pension |
| P•••••••• O••••••• S•• A••••• | P•••••••• | Pooled vehicle | $491,707 | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| P•••••••• O••••••• S•• A••••• | P•••••••• | Pooled vehicle | $486,626 | Jun 30, 2024 | Separate account | Dol form 5500 pension |
| P••• O•• E•• M••• S•• A••••• | P•••••••• | Pooled vehicle | $333,113 | Jun 30, 2024 | Separate account | Dol form 5500 pension |
| P••• O•• E•• M••• S•• A••••• | P•••••••• | Pooled vehicle | $325,785 | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| P••• M••••• S•• 4•• I•• S••• | P•••••••• | Pooled vehicle | $258,608 | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| P••• M••••• S•• 4•• I•• S••• | P•••••••• | Pooled vehicle | $250,101 | Jun 30, 2024 | Separate account | Dol form 5500 pension |
| P••• S•••• S•• 6•• I•••• S••• | P•••••••• | Pooled vehicle | $102,476 | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| P••• S•••• S•• 6•• I•••• S••• | P•••••••• | Pooled vehicle | $98,225 | Jun 30, 2024 | Separate account | Dol form 5500 pension |