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Reading the graph
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Allocators
West Trenton, NJ
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 | M•••••• | Bucket | V•••• | As of | Kind | Source |
|---|---|---|---|---|---|---|
| N• C••••••••• R•••••• 1••• V•••• i• | N••••••• T•••• I••••••••• I••• | Pooled vehicle | $25.7M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| N• C••••••••• R•••••• 1••• V•••• i• | N••••••• T•••• I••••••••• I••• |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $1.4M | Mar 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| L••••• A•••• M••••••••• L•• | Investment adviser | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| M••••• S•••••• S•••• B•••••• L•• | Investment adviser | Apr 1, 2022 | Mar 31, 2023 | no |
| M•••••• | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| C•••• C•••• | n/a | Mar 31, 2025 | n/a | yes | fact |
| N••••••• T•••• C•• | Investment management | Apr 1, 2022 | Mar 31, 2023 | no | fact |
| $25.0M |
| Mar 31, 2024 |
| Collective trust |
| Dol form 5500 pension |
| N• C••••••••• R•••••• 1••• V•••• i• | N••••••• T•••• I••••••••• I••• | Pooled vehicle | $23.5M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| N• C••••••••• R•••••• 2••• G••••• I• | N••••••• T•••• I••••••••• I••• | Pooled vehicle | $21.9M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| I•••••••• E••••• I•••• F••• | C•••• C•••• | Public equity | $20.0M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| I•••••••• E••••• I•••• F••• | C•••• C•••• | Public equity | $18.9M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| I•••••••• E••••• I•••• F••• | C•••• C•••• | Public equity | $18.5M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| N• C••••••••• R•••••• 2••• G••••• I• | N••••••• T•••• I••••••••• I••• | Pooled vehicle | $14.1M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| N• C••••••••• R•••••• 2••• G••••• I• | N••••••• T•••• I••••••••• I••• | Pooled vehicle | $8.5M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| N• C••••••••• R•••••• 2••• V•••• i• | N••••••• T•••• I••••••••• I••• | Pooled vehicle | $5.2M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| $1.5M |
| Mar 31, 2025 |
| Derived |
| U.S. Government securities | n/a | n/a | n/a | 18 | $32.9M | Mar 31, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 16 | $30.2M | Mar 31, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 5 | $9.0M | Mar 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 31 | $57.2M | Mar 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 20 | $38.2M | Mar 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 5 | $9.6M | Mar 31, 2025 | Derived |
| Dol form 5500 pension |
| F•••• A•••••••• C••••••••• L•• | actuary | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| B•••••••• I••••••••• M•••••• | Investment adviser | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| S••• A••••••• S••••••• L••• C•• | Investment adviser | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |