DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Worcester, 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.
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 |
|---|---|---|---|---|---|---|
| Fiam Intermediate Duration Comm Pl | Fidelity Institutional Asset Mgmt | Pooled vehicle | $118M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Intermediate Duration Comm Pl | Fidelity Institutional Asset Mgmt | Pooled vehicle | $117M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Intermediate Duration Comm Pl | Fidelity Institutional Asset Mgmt | Pooled vehicle | $113M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam 8-10 Year Corporate Bond | Fidelity Institutional Asset Mgmt | Fixed income | $109M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam 8-10 Year Corporate Bond | Fidelity Institutional Asset Mgmt | Fixed income | $109M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam 8-10 Year Corporate Bond | Fidelity Institutional Asset Mgmt | Fixed income | $90.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam U.S. Low Vol Eq Cp - | Fidelity Institutional Asset Mgmt | Pooled vehicle | $37.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Long Corporate a Or Better | Fidelity Institutional Asset Mgmt | Pooled vehicle | $36.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam U.S. Low Vol Eq Cp - | Fidelity Institutional Asset Mgmt | Pooled vehicle | $35.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Long Corporate a Or Better | Fidelity Institutional Asset Mgmt | Pooled vehicle | $34.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam U.S. Low Vol Eq Cp - | Fidelity Institutional Asset Mgmt | Pooled vehicle | $33.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Long Corporate a Or Better | Fidelity Institutional Asset Mgmt | Pooled vehicle | $30.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Long Duration Commingled Pool | Fidelity Institutional Asset Mgmt | Fixed income | $20.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Long Duration Commingled Pool | Fidelity Institutional Asset Mgmt | Fixed income | $18.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Long Duration Commingled Pool | Fidelity Institutional Asset Mgmt | Fixed income | $15.9M | 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 | 2 | $6.8M | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 11 | $38.8M | Dec 31, 2024 | Derived |
| Insurance company general account | n/a | n/a | n/a | 3 | $10.8M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 83 | $284M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| FID Mgmt Trust Co | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Fidelity Investments | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Willis Towers Watson US LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |