DFX Intelligence
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Reading the graph
Allocators
Bristol, TN
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 |
|---|---|---|---|---|---|---|
| Russell Instl Multi Asset Core Plus | Russell Trust Company | Fixed income | $123M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Russell 25 Plus Yr Strips Fixed Inc | Russell Trust Company | Fixed income | $55.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| 14 Year Ldi Fixed Income Fund | Russell Trust Company | Fixed income | $36.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Russell 15-20 Yr Strips Fxd Inc Fd | Russell Trust Company | Pooled vehicle | $26.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Comerica Short-Term Fund | Comerica Bank | cash | $1.3M | Dec 31, 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 | 0 | $1.3M | Dec 31, 2024 | Derived |
| Insurance company general account | n/a | n/a | n/a | 4 | $13.1M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 66 | $242M | Dec 31, 2024 | Derived |
| Master trust investment accounts | n/a | n/a | n/a | 26 | $96.0M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Milliman, Inc. | actuary | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Willis Towers Watson | actuary | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Comerica Bank | custodian | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Willis Towers Watson US LLC | actuary | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Russell Trust Company | n/a | Dec 31, 2024 | n/a | yes | fact |