DFX Intelligence
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Reading the graph
Allocators
Miami, FL
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 |
|---|---|---|---|---|---|---|
| Prudential Short-Term | Prudential Retirement & Annuity Ins | cash | $992,064 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prudential Short-Term | Prudential Retirement & Annuity Ins | cash | $800,378 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prudential Short-Term | Prudential Retirement & Annuity Ins | cash | $679,360 | Dec 31, 2022 | 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 | 0 | $217,618 | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 19 | $12.4M | Dec 31, 2024 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 22 | $14.3M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 42 | $27.4M | Dec 31, 2024 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 1 | $800,377 | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 14 | $9.1M | Dec 31, 2024 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 2 | $1.1M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Bank of America | trustee | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Prudential Retirement & Annuity Ins | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Capfinancial Partners, LLC | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Mercer | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| SLC Management | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |