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Allocators
Lawrence, KS
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 |
|---|---|---|---|---|---|---|
| DRZ Value Equity Collective Fund | n/a | Public equity | $3.1M | Mar 31, 2025 | 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 | 2 | $1.0M | Mar 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $45 | Mar 31, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 0 | $55,078 | Mar 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 6 | $3.1M | Mar 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 89 | $48.9M | Mar 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Tiaa-Cref Trust Company Fsb | trustee | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| BNY Mellon | trustee | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| Nyhart | actuary | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Kaspick & Company, LLC | Investment management | Apr 1, 2022 | Mar 31, 2023 | no | fact |
| Pentegra | Investment management | Apr 1, 2022 | Mar 31, 2023 | no | fact |