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Allocators
Kulpsville, 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 |
|---|---|---|---|---|---|---|
| DB Growth Portfolio | n/a | Pooled vehicle | $3.3M | May 31, 2024 | Collective trust | Dol form 5500 pension |
| DB Growth Portfolio | n/a | Pooled vehicle | $3.0M | May 31, 2023 | Collective trust | Dol form 5500 pension |
| DB Growth Portfolio | n/a | Pooled vehicle | $2.7M | May 31, 2025 | Collective trust | Dol form 5500 pension |
| EB Temp Inv Fd 1.147% 12/31/2049 Dd | New York Life Investment LLC | Pooled vehicle | $193,175 | May 31, 2025 | 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 | 2 | $464,713 | May 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $127,002 | May 31, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 19 | $4.8M | May 31, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 67 | $17.2M | May 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 11 | $2.8M | May 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Manulife John Hancock | actuary | Jun 1, 2024 | May 31, 2025 | no | fact | Dol form 5500 pension |
| John Hancock | actuary | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| New York Life Investment LLC | n/a | May 31, 2025 | n/a | yes | fact |