DFX Intelligence
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Allocators
Mansfield, MA
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 |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 13 | $538,967 | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 18 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| B••••• B••••••• C••••••••• I••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| B••••• T•••• • I••••••••• M•••• C•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Dec 31, 2024 |
| Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 4 | $147,969 | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 65 | $2.7M | Dec 31, 2024 | Derived |