DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
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 |
|---|---|---|---|---|---|---|---|
| Master trust investment accounts | n/a | n/a | n/a | 98 | $630M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Bank of New York Mellon | custodian | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Mercer Investments LLC | General consultant | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Mercer | actuary | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Mellon Bank,n.a. | trustee | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Evestment Alliance Holdings | General consultant | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Mercer(canada)limited | General consultant | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Towers Watson Investment Services, | Investment adviser | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Willis Towers Watson US LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Walter Scott & Partners Ltd | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Artisan Partners International | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Horizon Kinetics LLC | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Tweedy Brown Co. | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Southeastern Asset Management | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Pacific Investmt Management Co LLC | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Dodge & Cox | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Disciplined Growth Investors, Inc. | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Dalton Investments, Inc. | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |