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AllocatorsP•••corporate pension<100m

B••••••• H••••••• R••••••••• P•••

Allocators

O••••, NY

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:0837939e-f5af-4beb-93a7-29919e34954d

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, 9:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
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: $24.8Mlatest reading; see basis
Assets as of: Mar 31, 2025
Assets basis: REPORTED
Funded ratio: 93%
Participants: 710
Commitments: 3with an amount; holdings are counted apart
Managers: 1
Funds: 1
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
S•••• S••••• R••• A•••• N•••••••••	S•••• S••••• G••••• A••••••• T••••	Real assets	$2.9M	Mar 31, 2023	Collective trust	Dol form 5500 pension
S•••• S••••• R••• A•••• N•••••••••	S•••• S••••• G••••• A••••••• T••••	Real assets

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	3	$722,102	Mar 31, 2025	Derived
Other investments	n/a	n/a	n/a	1

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
B••••••••• C••••••••• G•••• L••••	actuary	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension
F•••• T•••• B•••	trustee	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
H••••• C•••••• A•••••••• I••	Investment management	Apr 1, 2024	Mar 31, 2025	no	fact
B•••••••• F•••••••• M••••••••• I••	Investment management	Apr 1, 2022	Mar 31, 2023	no	fact
P•••••••• I•••••••••	Investment management

Relationships

Sponsors (1)

← O•••• G•••••• H•••••••Plan sponsorPlan sponsor
Apr 1, 2022 to presentfactForm 5500

Advised by (4)

→ B••••••••• C••••••••• G•••• L••••Investment consultantactuary
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ F•••• T•••• B•••Investment consultanttrustee
Apr 1, 2022 to Mar 31, 2023factForm 5500
→

Dated events

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

Show 1 bookkeeping events

Occurred
Apr 1, 2023
••• Locked

Provenance

Graph: Allocators
Canonical id: dfx:al:0837939e-f5af-4beb-93a7-29919e34954d
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 6 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.