DFX Intelligence
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Reading the graph
Allocators
Parsippany, NJ
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 |
|---|---|---|---|---|---|---|
| Prisa | Prudential Insurance Company of Ame | Pooled vehicle | $3.4M | Oct 31, 2023 | Separate account | Dol form 5500 pension |
| Prisa | Prudential Insurance Company of Ame | Pooled vehicle | $3.0M | Oct 31, 2025 | Separate account | Dol form 5500 pension |
| Prisa | Prudential Insurance Company of Ame | Pooled vehicle | $3.0M | Oct 31, 2024 | Separate account | Dol form 5500 pension |
| BGO Diversified U.S. Pref Fund | Newtower Trust Company | Hedge diversifiers | $2.8M | Oct 31, 2023 | Collective trust | Dol form 5500 pension |
| BGO Diversified U.S. Pref Fund | Newtower Trust Company | Hedge diversifiers | $2.5M | Oct 31, 2024 | Collective trust | Dol form 5500 pension |
| BGO Diversified U.S. Pref Fund | Newtower Trust Company | Hedge diversifiers | $2.4M | Oct 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 | 3 | $2.3M | Oct 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $142,290 | Oct 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 4 | $2.4M | Oct 31, 2025 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 5 | $3.0M | Oct 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 52 | $34.2M | Oct 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 36 | $23.5M | Oct 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Amalgamated Bank of New York | custodian | Nov 1, 2023 | Oct 31, 2024 | no | fact | Dol form 5500 pension |
| Mariner Institutional LLC | trustee | Nov 1, 2023 | Oct 31, 2024 | no | fact | Dol form 5500 pension |
| I.E. Shaffer & Co. | Pension consultant | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |
| Prudential Insurance Company of Ame | trustee | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |
| Summit Actuarial Services | actuary | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |
| Newtower Trust Company | trustee | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |
| Hardman Johnston Global Advisors | trustee | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |
| Mutual of America, Investment Mgr | trustee | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |
| SEI Trust Company | trustee | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |
| Mariner (andco) | trustee | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |
| Eagle Capital Management, LLC | trustee | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Cohen, Leder, Montalbano & Connaugh | Investment management | Nov 1, 2022 | Oct 31, 2023 | no | fact |