DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Sparks, MD
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 | V•••• | As of | Kind | Source |
|---|---|---|---|---|---|---|
| E•••••• P••••••• S••• C•• C••• F• C• | E•••••• P••••••• | Pooled vehicle | $19.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| N• C••••••••• S•• 5•• I•••• F••• | N••••••• T•••• I••••••••• I••• | Pooled vehicle |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 3 | $46.9M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| R••• A••• I••• | Investment adviser | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| I••••••••• P••••••••• S••••••• | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| E•••••• P••••••• | n/a | Dec 31, 2024 | n/a | yes | fact |
| A••••••• S•••••• | n/a | Dec 31, 2023 | n/a | yes | fact |
| C•••••••• I••••••••• P••••••• | Investment management |
| Dec 31, 2024 |
| Collective trust |
| Dol form 5500 pension |
| E•••••• P••••••• S••• C•• C••• F• C• | E•••••• P••••••• | Pooled vehicle | $12.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Q•• L•••• C•• V•••• C•• I•••• C•••• | A••••••• S•••••• | Public equity | $10.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| N• C••••••••• S•• 5•• I•••• F••• | N••••••• T•••• I••••••••• I••• | Pooled vehicle | $9.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| U.S. Government securities | n/a | n/a | n/a | 4 | $61.3M | Dec 31, 2024 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 82 | $1.2B | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 0 | $2.0M | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 1 | $17.5M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 3 | $44.1M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 1 | $16.6M | Dec 31, 2024 | Derived |
| Dec 31, 2024 |
| no |
| fact |
| I••••••••• R••• E••••• C•••••••• | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| L••••• S••••• | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| C••••••• | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| S••••• B••••• • H••••• L•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |