DFX Intelligence
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Allocators
SAN Francisco, CA
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.
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| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Master trust investment accounts | n/a | n/a | n/a | 100 | $581M | May 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| M••••• | actuary | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |
| B••• o• N•• Y••• M••••• | Pension consultant | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |