DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Allocators
Southbridge, MA
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•••• C••••• a•• C••••••••• T•••• | n/a | Pooled vehicle | $15.4M | Oct 31, 2024 | Collective trust | Dol form 5500 pension |
| S•••• C••••• a•• C••••••••• T•••• | n/a | Pooled vehicle | $13.7M | Oct 31, 2025 |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| C•••••/collective trusts | n/a | n/a | n/a | 100 | $13.7M | Oct 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| B••• A•••••••• a•• P•••••• S••••••• | actuary | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |
| Dol form 5500 pension |
| S•••• C••••• a•• C••••••••• T•••• | n/a | Pooled vehicle | $6.8M | Oct 31, 2023 | Collective trust | Dol form 5500 pension |