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Reading the graph
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Allocators
Bloomington, MN
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 |
|---|---|---|---|---|---|---|
| A•••••••• S• I••••••••• F••• S• | A•••••••• | Pooled vehicle | $9.3M | Oct 31, 2023 | Collective trust | Dol form 5500 pension |
| A•••••••• C••• B••• C•• F• | A•••••••• | Fixed income |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Non-interest-bearing cash | n/a | n/a | n/a | 100 | $6.1M | Oct 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| P•••••••• S••••••• A•••• M••••••••• | trustee | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |
| U•• C••••••••• G•••• | actuary | Nov 1, 2022 | Oct 31, 2023 | no |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| A•••••••• | n/a | Oct 31, 2023 | n/a | yes | fact |
| D•••• • C•• | n/a | Oct 31, 2023 | n/a | yes | fact |
| Oct 31, 2023 |
| Collective trust |
| Dol form 5500 pension |
| P••••••••• T•••• R••••• B••• C•• | n/a | Fixed income | $1.8M | Oct 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• • C•• I••••••••• | D•••• • C•• | Pooled vehicle | $1.8M | Oct 31, 2023 | Collective trust | Dol form 5500 pension |
| Dol form 5500 pension |