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Allocators
Fairmont, WV
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 |
|---|---|---|---|---|---|---|
| Allegheny Group Retirement Plan | n/a | Pooled vehicle | $11.1M | Oct 31, 2025 | Collective trust | Dol form 5500 pension |
| Allegheny Group Retirement Plan | n/a | Pooled vehicle | $10.4M | Oct 31, 2024 | Collective trust | Dol form 5500 pension |
| Allegheny Group Retirement Plan | n/a | Pooled vehicle | $9.1M | Oct 31, 2023 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 3 | $295,298 | Oct 31, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 15 | $1.6M | Oct 31, 2025 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 6 | $685,845 | Oct 31, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 7 | $790,963 | Oct 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 28 | $3.1M | Oct 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 41 | $4.6M | Oct 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Morgan Stanley Smith Barney, LLC | Investment adviser | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |
| USI Consulting Group | actuary | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |