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Allocators
Canfield, OH
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 |
|---|---|---|---|---|---|---|
| Ibew-Neca Equity Index Fund | n/a | Public equity | $27.9M | Oct 31, 2023 | Collective trust | Dol form 5500 pension |
| Ibew-Neca Equity Index Fund | n/a | Public equity | $17.7M | Oct 31, 2025 | Collective trust | Dol form 5500 pension |
| Ibew-Neca Equity Index Fund | n/a | Public equity | $14.6M | Oct 31, 2024 | Collective trust | Dol form 5500 pension |
| Wtc-Ctf International Opportunities | Wellington | Pooled vehicle | $7.6M | Oct 31, 2023 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $5.4M | Oct 31, 2023 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $4.8M | Oct 31, 2024 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $4.7M | Oct 31, 2025 | Collective trust | Dol form 5500 pension |
| Ullico Infrastructure Tax Exempt Fu | Ullico Investment Advisors | infrastructure | $3.2M | Oct 31, 2025 | 103 12 ie | Dol form 5500 pension |
| Ullico Infrastructure Tax Exempt Fu | Ullico Investment Advisors | infrastructure | $3.0M | Oct 31, 2024 | 103 12 ie | Dol form 5500 pension |
| Ullico Infrastructure Tax Exempt Fu | Ullico Investment Advisors | infrastructure | $2.8M | Oct 31, 2023 | 103 12 ie | 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 | $1.8M | Oct 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 2 | $2.1M | Oct 31, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 7 | $9.7M | Oct 31, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 10 | $13.2M | Oct 31, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 9 | $11.7M | Oct 31, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 3 | $4.6M | Oct 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 17 | $22.5M | Oct 31, 2025 | Derived |
| 103-12 investment entities | n/a | n/a | n/a | 2 | $3.2M | Oct 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 32 | $42.6M | Oct 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 17 | $22.6M | Oct 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Morgan Stanley | General consultant | Nov 1, 2024 | Oct 31, 2025 | no | fact | Dol form 5500 pension |
| PNC Bank | custodian | Nov 1, 2024 | Oct 31, 2025 | no | fact | Dol form 5500 pension |
| Cuni, Rust & Strenk | actuary | Nov 1, 2023 | Oct 31, 2024 | no | fact | Dol form 5500 pension |
| Morgan Stanley | custodian | Nov 1, 2023 | Oct 31, 2024 | no | fact | Dol form 5500 pension |
| Huntington National Bank | custodian | Nov 1, 2023 | Oct 31, 2024 | no | fact | Dol form 5500 pension |
| Horizon Actuarial Services | actuary | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Manning & Napier | Investment management | Nov 1, 2023 | Oct 31, 2024 | no | fact |
| Manning & Napier | Investment management | Nov 1, 2022 | Oct 31, 2023 | no | fact |
| Wellington Trust Company | Investment management | Nov 1, 2022 | Oct 31, 2023 | no | fact |
| National Real Estate Advisors | Investment management | Nov 1, 2022 | Oct 31, 2023 | no | fact |
| Benesys, Inc. | Investment management | Nov 1, 2022 | Oct 31, 2023 | no | fact |
| Ullico Investment Advisors, Inc. | Investment management | Nov 1, 2022 | Oct 31, 2023 | no | fact |
| Huntington National Bank | Investment management | Nov 1, 2022 | Oct 31, 2023 | no | fact |