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Allocators
Chicago, IL
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.
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| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Non-interest-bearing cash | n/a | n/a | n/a | 9 | $13.8M | Jan 31, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 15 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| W••••• T••••• W••••• U• L•• | actuary | Feb 1, 2022 | Jan 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| M•••••• L••••••••• • S•••• | Investment management | Feb 1, 2024 | Jan 31, 2025 | no | fact |
| Jan 31, 2025 |
| Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 5 | $7.9M | Jan 31, 2025 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 7 | $10.7M | Jan 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 43 | $63.7M | Jan 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 7 | $10.3M | Jan 31, 2025 | Derived |