DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Erie, PA
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 |
|---|---|---|---|---|---|---|
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $7.1M | Apr 30, 2023 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $6.0M | Apr 30, 2024 | Collective trust | Dol form 5500 pension |
| Multi-Employer Property Trust | NEW Tower Trust Company | Real estate | $5.9M | Apr 30, 2025 | Collective trust | Dol form 5500 pension |
| Employee Real Estate Con Tr Fd II | Ameriserve | Real estate | $1.8M | Apr 30, 2023 | Collective trust | Dol form 5500 pension |
| Employee Real Estate Con Tr Fd II | Ameriserve | Real estate | $1.7M | Apr 30, 2025 | Collective trust | Dol form 5500 pension |
| Employee Real Estate Con Tr Fd II | Ameriserve | Real estate | $1.6M | Apr 30, 2024 | Collective trust | 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 | $578,950 | Apr 30, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $353,504 | Apr 30, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 11 | $7.6M | Apr 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 43 | $30.8M | Apr 30, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 45 | $32.2M | Apr 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Logan, Mettley & Newcomer | Investment adviser | May 1, 2024 | Apr 30, 2025 | no | fact | Dol form 5500 pension |
| Mariner (andco) | Investment adviser | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |
| USI Consulting Group | actuary | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |
| PNC Bank Association | custodian | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Mariner Institutional LLC | Investment management | May 1, 2023 | Apr 30, 2024 | no | fact |
| Newtower Trust Company | Investment management | May 1, 2022 | Apr 30, 2023 | no | fact |
| Federated Equity | Investment management | May 1, 2022 | Apr 30, 2023 | no | fact |