DFX Intelligence
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Allocators
Pittsburgh, PA
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.
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| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $315,747 | Apr 30, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| M••••• S•••••• | custodian | May 1, 2023 | Apr 30, 2024 | no | fact | Dol form 5500 pension |
| P•• B••• | trustee | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |
| Apr 30, 2025 |
| Derived |
| U.S. Government securities | n/a | n/a | n/a | 11 | $1.5M | Apr 30, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 19 | $2.7M | Apr 30, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 8 | $1.1M | Apr 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 25 | $3.6M | Apr 30, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 34 | $4.9M | Apr 30, 2025 | Derived |
| actuary |
| May 1, 2022 |
| Apr 30, 2023 |
| no |
| fact |
| Dol form 5500 pension |
| M••••• S•••••• | Investment adviser | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |