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AllocatorsP•••corporate pension100m-1b

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Allocators

Jackson, MS

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:1134297c-6297-4b6b-b1cb-c98bb5f584b9

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, 10:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
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: $222Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 144%
Participants: 985
Commitments: 9with an amount; holdings are counted apart
Managers: 2
Funds: 3
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	V••••	As of	Kind	Source
S••••• C•••••• S•••••••• C•• V••••	S••••• C•••••• M••••••••• L•	Pooled vehicle	$13.8M	Jun 30, 2023	Collective trust	Dol form 5500 pension
S•••• C•••••• C••• I••••••••• T••••	n/a	Pooled vehicle	$11.4M

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	1	$2.3M	Jun 30, 2025	Derived
U.S. Government securities	n/a	n/a	n/a	62

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
N•••• L••	Pension consultant	Jul 1, 2023	Jun 30, 2024	no	fact	Dol form 5500 pension
N••••••• T•••• C••	Directed trustee	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
S••••• C•••••• M••••••••• L•	n/a	Jun 30, 2025	n/a	yes	fact
M••••••••• W••• A•••• M•••••••••	Investment management	Jul 1, 2024	Jun 30, 2025	no	fact

Relationships

Manages for (2)

← S••••• C•••••• M••••••••• L•Manager with allocator capital
Jun 30, 2025 to presentfactForm 5500
← M••••••••• W••• A•••• M•••••••••Manager with allocator capitalInvestment management
Jul 1, 2024 to Jun 30, 2025factForm 5500

Sponsors (1)

← S••••••• F••• B••••• L••• I•••••••• C••••••Plan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (4)

Dated events

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

Occurred
Dec 31, 2024
Manager relationship started
••• Locked
M••••••••• W••• A•••• M•••••••••Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Consultant changed
••• Locked
T••••• W••••• I••••••••• S••••••••Form 5500observed 7 days ago
Occurred
Dec 31, 2023
Consultant changed
••• Locked
N•••• L••Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:1134297c-6297-4b6b-b1cb-c98bb5f584b9
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 7 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.