I••••••• L•••• 3• P•••••• P•••

Allocators

Cleveland, OH

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Search this name across graphsid dfx:al:04e146b1-c026-4e1b-9881-0e82b0206126

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 6:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 2
On other graphs: 0
Observed: Sep 15, 2026 to Sep 22, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $446Mlatest reading; see basis
Assets as of: Apr 30, 2025
Assets basis: REPORTED
Funded ratio: 85%
Participants: 3,488
Commitments: 24with an amount; holdings are counted apart
Managers: 8
Funds: 8
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
I•••••••• E••••• I•••• F•••	C•••• C•••• T•••• C••••••	Public equity	$111M	Apr 30, 2024	Collective trust	Dol form 5500 pension
I•••••••• E••••• I•••• F•••	C•••• C•••• T•••• C••••••	Public equity

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$1.6M	Apr 30, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
S•••• M•••• A•••••••	General consultant	May 1, 2024	Apr 30, 2025	no	fact	Dol form 5500 pension
P•• F•••••••• S••••••• G••••• I•••	custodian	May 1, 2023	Apr 30, 2024	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
P••••	n/a	Apr 30, 2025	n/a	yes	fact
C•••• C••••	n/a	Apr 30, 2023	n/a	yes	fact
K•••• A••••••• R•••••• I•••••••••	n/a

Relationships

Manages for (16)

← K•••• A••••••• R•••••• I•••••••••Manager with allocator capital
Apr 30, 2023 to presentfactForm 5500
← P••••Investment consultant
Apr 30, 2025 to presentfactForm 5500
← J• M••••• C••••Manager with allocator capital
Apr 30, 2023 to presentfactForm 5500
← C•••• C•••• T•••• C••••••Manager with allocator capital

Dated events

Occurred
Dec 31, 2024
Manager relationship ended
K•• B••• no longer appears on I••••••• L•••• 3• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
K•• B•••Form 5500observed 7 days ago
Occurred
Dec 31, 2023
Manager relationship started
K•• B••• appears on I••••••• L•••• 3• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)
K•• B•••Form 5500observed 7 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:04e146b1-c026-4e1b-9881-0e82b0206126
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 3 h ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.