DFX Intelligence
Data Factory
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Reading the graph
Allocators
Monroe, WI
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 | 0 | $287,088 | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 66 | $39.7M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 27 | $16.1M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Morgan Stanley Smith Barney, LLC | custodian | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Matrix Trust Company | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Transamerica Retirement Solutions | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Morgan Stanley | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Transamerica | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |