DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Houston, TX
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 |
|---|---|---|---|---|---|---|
| Spartan 500 Index Pool | n/a | Pooled vehicle | $30.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Spartan World Minimum Volatility in | n/a | Pooled vehicle | $27.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Spartan 500 Index Pool | n/a | Pooled vehicle | $25.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Global Low Volatility Equity C | Fidelity Institutional Asset Mgmt | Public equity | $22.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Global Low Volatility Equity C | Fidelity Institutional Asset Mgmt | Public equity | $22.8M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Spartan 500 Index Pool | n/a | Pooled vehicle | $21.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Long Corporate Commingled Pool | Fidelity Institutional Asset Mgmt | Pooled vehicle | $18.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Long Corporate Commingled Pool | Fidelity Institutional Asset Mgmt | Pooled vehicle | $18.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Long Duration Commingled Pool | Fidelity Institutional Asset Mgmt | Fixed income | $18.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Long Duration Commingled Pool | Fidelity Institutional Asset Mgmt | Fixed income | $17.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Long Duration Commingled Pool | Fidelity Institutional Asset Mgmt | Fixed income | $15.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Long Corporate Commingled Pool | Fidelity Institutional Asset Mgmt | Pooled vehicle | $14.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Select Emerging Markets Equity | Fidelity Institutional Asset Mgmt | Public equity | $9.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam International Growth | Fidelity Institutional Asset Mgmt | Pooled vehicle | $9.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam International Growth | Fidelity Institutional Asset Mgmt | Pooled vehicle | $7.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Long U.S. Treasury Strips Inde | Fidelity Institutional Asset Mgmt | Fixed income | $6.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Reit | Fidelity Institutional Asset Mgmt | Real estate | $6.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Long U.S. Treasury Strips Inde | Fidelity Institutional Asset Mgmt | Fixed income | $5.8M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Emerging Markets Commingled Po | Fidelity Institutional Asset Mgmt | Public equity | $5.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Select Emerging Markets Equity | Fidelity Institutional Asset Mgmt | Public equity | $5.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Long U.S. Treasury Strips Inde | Fidelity Institutional Asset Mgmt | Fixed income | $5.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Small/mid Cap Opportunities | Fidelity Institutional Asset Mgmt | Pooled vehicle | $5.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Emerging Markets Debt Commingl | Fidelity Institutional Asset Mgmt | Private credit | $5.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Reit | Fidelity Institutional Asset Mgmt | Real estate | $5.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Emerging Markets Debt Commingl | Fidelity Institutional Asset Mgmt | Private credit | $5.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $926,608 | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 99 | $142M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 0 | $142,822 | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Retirement & Inv. Solutions, Cbiz | actuary | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Cbiz Benefits & Insurance Services | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Cbiz Retirement Plan Advisory Services | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Fidelity Institutional Asset Mgmt | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |