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R••••••••• P••• f•• C••••••••• H••••••• • R••••••• C••••• a• O•••••• U••••••••• E••••••••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension100m-1b

R••••••••• P••• f•• C••••••••• H••••••• • R••••••• C••••• a• O•••••• U••••••••• E••••••••

Allocators

O••••••, CA

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:0d96c197-5428-4397-a315-ddf2713dd0b4

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 11:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 9
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: $133Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 95%
Participants: 263
Commitments: 6with an amount; holdings are counted apart
Managers: 2
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•• I•••• N• F•••	S•••• S••••• G••••• A••••••• T••••	Pooled vehicle	$88.2M	Jun 30, 2025	Collective trust	Dol form 5500 pension
M••• A••• I•• I•••• N• F•••	S•••• S••••• G••••• A••••••• T••••	Pooled vehicle

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	6	$8.2M	Jun 30, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	66

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
E•••• • Y•••• U••• L••	Pension consultant	Jul 1, 2024	Jun 30, 2025	no	fact	Dol form 5500 pension
G•••••••• F•••••••• A•••••••	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← C••••••••• H••••••• & R••••••• C••••• at O••••••Plan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (5)

→ G•••••••• F•••••••• A•••••••Manager with allocator capitalactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ T••••••••• R••••••••• S••••••••Investment consultanttrustee
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
E•••• & Y•••• appears on R••••••••• P••• f•• C••••••••• H••••••• • R••••••• C••••• a• O•••••• U••••••••• E••••••••'s Schedule C as pension consultant (plan year 2024 vs 2023)
E•••• • Y•••• U••• L••Form 5500observed 7 days ago
Occurred
Jun 30, 2024
Holding in a pooled vehicle started
R••••••••• P••• f•• C••••••••• H••••••• • R••••••• C••••• a• O•••••• U••••••••• E•••••••• first reports an interest in M••• A••• I•• I•••• N• F••• (S•••• S••••• G••••• A••••••• T••••): $76M at 2024-06-30
S•••• S••••• G••••• A••••••• T••••Form 5500observed 6 days ago
$75.9M
Occurred
Jun 30, 2024
Holding in a pooled vehicle ended

Provenance

Graph: Allocators
Canonical id: dfx:al:0d96c197-5428-4397-a315-ddf2713dd0b4
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 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.