DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Monterey, CA
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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 9 | $7.7M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $26,130 | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 5 | $4.1M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 1 | $496,726 | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 2 | $1.4M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 80 | $70.4M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Willis Towers Watson US LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Principal Trust Co. | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |