DFX Intelligence
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Allocators
Indianapolis, IN
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.
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| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $4,864 | Aug 31, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 49 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| U••••• A•••••••• S•••••••• I••• | actuary | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| B•••• | Investment management | Sep 1, 2022 | Aug 31, 2023 | no | fact |
| Aug 31, 2025 |
| Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 3 | $417,764 | Aug 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 12 | $1.5M | Aug 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 32 | $4.2M | Aug 31, 2025 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 3 | $325,000 | Aug 31, 2025 | Derived |