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Allocators
Elmwood Park, NJ
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 |
|---|---|---|---|---|---|---|
| Ssga Russell 3000 Index Nl Fund | State Street Global Advisors Trust Company | Pooled vehicle | $8.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Ssga Russell 3000 Index Nl Fund | State Street Global Advisors Trust Company | Pooled vehicle | $6.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Ssga Russell 3000 Index Nl Fund | State Street Global Advisors Trust Company | Pooled vehicle | $5.1M | Dec 31, 2022 | 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 | $1.2M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $323,669 | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 20 | $14.7M | Dec 31, 2024 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 1 | $548,551 | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 15 | $11.2M | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 21 | $15.8M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 12 | $8.6M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 15 | $11.5M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 5 | $3.7M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| State Street Global Advisors | Investment adviser | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| The Segal Co. (eastern States) Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Chartwell Investment Partners | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Morgan Stanley Smith Barney, LLC | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Ironsides Offshore Co-Inv. Fund VII | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Amalgamated Bank of New York | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Segal | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| The Boston Company | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Sage Advisory Services Ltd. Co. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |