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Allocators
Murray Hill, NJ
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| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| J•••• L•••••••• F••• | J• M••••• C•••• | cash | $2.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| J•••• L•••••••• F••• | J• M••••• C•••• | cash | $1.9M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Master trust investment accounts | n/a | n/a | n/a | 97 | $12B | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 3 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| C••••• W••• | General consultant | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| A•• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| J• M••••• C•••• | n/a | Dec 31, 2023 | n/a | yes | fact |
| Collective trust |
| Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| actuary |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |