DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Green Bay, WI
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 |
|---|---|---|---|---|---|---|
| S&p 500 Index Sl Sf C Cl I | State Street Global Advisors Trust | Pooled vehicle | $28.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Prisa | Prudential Insurance Company of Ame | Pooled vehicle | $23.2M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prisa | Prudential Insurance Company of Ame | Pooled vehicle | $21.6M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Nisa Ultra Long Treasury Cif | n/a | Fixed income | $18.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Global All Cap Equity Ex-U.s. Index | State Street Global Advisors Trust | Public equity | $17.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Metlife Long Credit Collective Tr | n/a | Private credit | $14.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| PRU Long Duration Credit Fund | Prudential Trust Co. | Private credit | $14.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| AON Enhanced Liability Driven Inves | AON Trust Company LLC | Pooled vehicle | $11.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| AON Multi-Asset Credit Fund | AON Trust Company LLC | Private credit | $7.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| GS Ct Inter Duration Credit Fund | Goldman Sachs Trust Company | Private credit | $5.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Ssga Russel Small/mid Cap Fund | State Street - Russell 2000 | Pooled vehicle | $5.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Nisa Ultra Mid Treasury Cif | n/a | Fixed income | $2.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| State St Intermed U.S. Govt Bond in | State Street Global Advisors Trust | Fixed income | $1.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| US Long Govt Bond Indx Sl Sf Cl I | State Street Global Advisors Trust | Fixed income | $997,409 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| State Street 20 Year U.S. Treasury | State Street Global Advisors Trust | Fixed income | $494,712 | Dec 31, 2024 | 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 | 7 | $11.9M | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 5 | $7.8M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 75 | $127M | Dec 31, 2024 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 13 | $21.6M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| BMO Harris Bank, N.A. | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| AON Consulting, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Vanguard Group | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Prudential Prisa Sa General Account | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |