DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Tarrytown, NY
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 |
|---|---|---|---|---|---|---|
| Liability Driven Solution Cit II | n/a | Pooled vehicle | $74.3M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Liability Driven Solution Cit II | n/a | Pooled vehicle | $74.0M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Liability Driven Solution Cit II | n/a | Pooled vehicle | $68.1M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Liability Driven Solution Cit I | Wells Fargo | Pooled vehicle | $51.6M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Liability Driven Solution Cit I | Wells Fargo | Pooled vehicle | $49.5M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Liability Driven Solution Cit I | Wells Fargo | Pooled vehicle | $28.7M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $17.2M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $17.1M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $13.6M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $9.2M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | Blackrock | Pooled vehicle | $6.2M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | Blackrock | Pooled vehicle | $5.6M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | Blackrock | Pooled vehicle | $5.4M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Pfg/multi-Manager Small Cap Cit N | n/a | Public equity | $5.3M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $4.5M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Principal/ab Large Cap Growth Cit N | n/a | Public equity | $4.5M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $4.4M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Principal/trp Inst Lcg Mgd Cit F | n/a | Pooled vehicle | $4.3M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Principal/mfs Value Cit F | n/a | Pooled vehicle | $4.2M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Principal/t. Rowe Price Institution | T. Rowe Price Trust Company | Pooled vehicle | $4.2M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Russell 2000 Index Cit N | n/a | Pooled vehicle | $2.6M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Russell 2000 Index Cit N | n/a | Pooled vehicle | $2.5M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Large Cap Growth Index Cit N | n/a | Public equity | $2.4M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Allspring St Investment Fund S1 | n/a | Pooled vehicle | $1.7M | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $1.6M | Jun 30, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 98 | $156M | Jun 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 2 | $2.4M | Jun 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| PWC US Consulting LLP | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Blackrock | n/a | Jun 30, 2023 | n/a | yes | fact |
| T. Rowe Price Trust Company | n/a | Jun 30, 2023 | n/a | yes | fact |