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S••••••••• G•••• U•• I••• P•••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••C•••••••• pension100M-1BCorporate pension

S••••••••• G•••• U•• I••• P•••••• P•••

Fort Mill, SC

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Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 24, 2026, 2:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
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: $147Mlatest reading; see basis
Assets as of: Sep 30, 2025
Assets basis: REPORTED
Funded ratio: 101%
Participants: 2,844
Commitments: 5with an amount; holdings are counted apart
Managers: 1
Funds: 5
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
M••••• A••••• I••••••••• C••••• F•	M••••• I••••••••• L••	Private credit	$88.4M	Sep 30, 2025	Collective trust	Dol form 5500 pension
M••••• A••••• I••••••••• C••••• F•	M••••• I••••••••• L••	Private credit

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Common/collective trusts	n/a	n/a	n/a	99	$146M	Sep 30, 2025	Derived
Registered investment companies	n/a	n/a	n/a	1

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
A••	General consultant	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension
U••• B••• N••••••• A•••••••••	trustee	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
M••••• I••••••••• L••	n/a	Sep 30, 2023	n/a	yes	fact
M••••• I••••••••• L••	Investment management	Oct 1, 2022	Sep 30, 2023	no	fact

Relationships

Manages for (2)

← M••••• I••••••••• L••Manager with allocator capital
Sep 30, 2023 to presentfactForm 5500
← M••••• I••••••••• L••Investment consultantInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500

Sponsors (1)

← S••••••••• G•••• U•• I•••Plan sponsorPlan sponsor
Oct 1, 2022 to presentfactForm 5500

Advised by (3)

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Order

Only bookkeeping events name this entity; they are folded below.

Show 3 bookkeeping events

Occurred
Sep 30, 2025
••• Locked
Occurred
Sep 30, 2025
••• Locked
Occurred
Sep 30, 2025
••• Locked

Provenance

Graph: Allocators
Canonical id
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 47 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.