DFX Intelligence
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Allocators
Albuquerque, NM
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 |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 5 | $609,017 | Sep 30, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| B•• C•••••• A•••••••• I••• | Pension consultant | Oct 1, 2023 | Sep 30, 2024 | no | fact | Dol form 5500 pension |
| W•••••••• | Investment adviser | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Sep 30, 2024 |
| Derived |
| U.S. Government securities | n/a | n/a | n/a | 12 | $1.5M | Sep 30, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 14 | $1.7M | Sep 30, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 68 | $8.5M | Sep 30, 2024 | Derived |
| L••• M•••• |
| Investment adviser |
| Oct 1, 2022 |
| Sep 30, 2023 |
| no |
| fact |
| Dol form 5500 pension |
| K•••• A••••••• I••••••••• | Investment adviser | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| W•• I••••••••• | Investment adviser | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| E•••• V•••• | Investment adviser | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| T•• S•••• C• ••••••• S••••••• I••• | actuary | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| L••••• A•••• M••••••••• L•• | Investment adviser | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| S•••• | actuary | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |