DFX Intelligence

B••••••••• P• • S• L•••• U•••• N•• 9• P•••••• F•••: plan on the allocators graph | DFX Data Factory

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AllocatorsPlanTaft hartley<100MTaft hartley

B••••••••• P• • S• L•••• U•••• N•• 9• P•••••• F•••

B•••••••••, AL

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 graphs

Data as of Sep 15, 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: 8
Dated events: 5
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 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: $31.2Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 86%
Participants: 884
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers

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	1	$455,670	Dec 31, 2024	Derived
U.S. Government securities	n/a	n/a	n/a	3

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
H•••••• A•••••••• S•••••••	actuary	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
S••••	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
N••••••• T•••• C••••••	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
T• R•••••	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
B••• W•••••••• A•••• M•••••••••	Investment management

Relationships

Sponsors (1)

← B•• L•••• 9• P•••••• F•••Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ S••••Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ S••••••• V••••••••Investment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→

Dated events

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

Order

Occurred
31 Dec 2024
Manager relationship ended3 events
B••••••••• P• • S• L•••• U•••• N•• 9• P•••••• F•••: manager relationship ended, 3 counterparties, on 31 Dec 2024
- ••• Locked (T• R•••••)
- ••• Locked (N••••••• T•••• C••••••)
- ••• Locked (B••• W•••••••• A•••• M•••••••••)
Occurred
31 Dec 2024
Manager relationship started
••• Locked
H•••••• A•••••••• S•••••••Form 5500

Show 1 bookkeeping event

Occurred
Jan 1, 2023
••• Locked

Provenance

Graph: Allocators
Canonical id
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 9 days 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.