DFX Intelligence
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Reading the graph
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Allocators
Ithaca, NY
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 |
|---|---|---|---|---|---|---|
| B•• M••••••••• S•••• G•• E• | B•• M••••• | Pooled vehicle | $7.6M | May 31, 2023 | Collective trust | Dol form 5500 pension |
| B•• M••••••••• S•••• G•• E• | B•• M••••• | Pooled vehicle | $3.5M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 4 | $1.2M | May 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 18 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| B••••• P•••••••• I••• | actuary | Jun 1, 2024 | May 31, 2025 | no | fact | Dol form 5500 pension |
| C•••• C•••• T•••• | trustee | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| C•••• • S••••• | n/a | May 31, 2023 | n/a | yes | fact |
| S•••• M•••• A••••••• | Investment management | Jun 1, 2022 | May 31, 2023 | no | fact |
| May 31, 2024 |
| Collective trust |
| Dol form 5500 pension |
| B•• M••••••••• S•••• G•• E• | B•• M••••• | Pooled vehicle | $3.5M | May 31, 2025 | Collective trust | Dol form 5500 pension |
| C•••• • S••••• G••••• R••••• F• C• | C•••• • S••••• | Real estate | $1.3M | May 31, 2025 | Collective trust | Dol form 5500 pension |
| C•••• • S••••• G••••• R••••• F• C• | C•••• • S••••• | Real estate | $1.1M | May 31, 2024 | Collective trust | Dol form 5500 pension |
| C•••• • S••••• G••••• R••••• F• C• | C•••• • S••••• | Real estate | $1.0M | May 31, 2023 | Collective trust | Dol form 5500 pension |
| M••••• I••••••••• G•••• T•••• | n/a | Fixed income | $5,670 | May 31, 2023 | Collective trust | Dol form 5500 pension |
| M••••• I••••••••• G•••• T•••• | n/a | Fixed income | $3,678 | May 31, 2024 | Collective trust | Dol form 5500 pension |
| May 31, 2025 |
| Derived |
| Registered investment companies | n/a | n/a | n/a | 65 | $17.7M | May 31, 2025 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 12 | $3.3M | May 31, 2025 | Derived |
| actuary |
| Jun 1, 2022 |
| May 31, 2023 |
| no |
| fact |
| Dol form 5500 pension |