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AllocatorsPlancorporate pension<100m

Gerber Pension Plan

Allocators

NEW York, NY

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Search this name across graphsid dfx:al:115237f2-5a92-40e2-99ce-dd34c2719a97

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 3:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
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: $0latest reading; see basis
Assets as of: Jul 8, 2025
Assets basis: REPORTED
Funded ratio: 75%
Participants: 751
Commitments: 9with an amount; holdings are counted apart
Managers: 2
Funds: 5
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2023
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2023
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Long Liability Corporate Cit Fund	Legal and General	Pooled vehicle	$11.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Long Liability Corporate Cit Fund	Legal and General	Pooled vehicle	$10.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
L&g Liability Treasury 3x Cit Fund	Legal and General	Fixed income	$8.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
NT Collective Govt Short Term Invt	Northern Trust Collective Eafe Inde	cash	$7.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
L&g Liability Treasury 3x Cit Fund	Legal and General	Fixed income	$5.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
L&g Long Liability Treasury Cit	Legal and General	Fixed income	$4.0M	Dec 31, 2023	Collective trust	Dol form 5500 pension
L&g Long Liability Treasury Cit	Legal and General	Fixed income	$3.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
NT Collective Govt Short Term Invt	Northern Trust Collective Eafe Inde	cash	$2.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Long Liability Treasurey2x Cit Fund	Legal and General	Fixed income	$764,223	Dec 31, 2023	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 11 rows folded into 5

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	0	$25	Dec 31, 2023	Derived
U.S. Government securities	n/a	n/a	n/a	11	$10.6M	Dec 31, 2023	Derived
Other investments	n/a	n/a	n/a	6	$5.9M	Dec 31, 2023	Derived
Common/collective trusts	n/a	n/a	n/a	33	$32.9M	Dec 31, 2023	Derived
Registered investment companies	n/a	n/a	n/a	28	$27.9M	Dec 31, 2023	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Northern Trust Co.	trustee	Jan 1, 2025	Jul 8, 2025	no	fact	Dol form 5500 pension
Fidelity Management	trustee	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Agilis Partners LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Fiducient Advisors LLC	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Hooker & Holcombe Inc	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Agilis Partners LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Fidelity Investments	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Northern Trust Co.	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Legal & General Inv Mgmt America	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Aipcf VI Lg Funding, LPPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (6)

→ Agilis Partners LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Fidelity InvestmentsManager with allocator capitaltrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Fiducient Advisors LLCInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Hooker & Holcombe IncInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Fidelity ManagementInvestment consultanttrustee
Jan 1, 2023 to Dec 31, 2023factForm 5500
→ Northern Trust Co.Investment consultanttrustee
Jan 1, 2025 to Jul 8, 2025factForm 5500

Manages for (2)

← Legal & General Inv Mgmt AmericaManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Northern Trust Co.Investment consultantInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Manager relationship ended
Northern Trust Company no longer appears on Gerber Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Northern Trust Co.Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Consultant changed
Fiducient Advisors LLC no longer appears on Gerber Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Fiducient Advisors LLC Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Consultant changed
Hooker & Holcombe, Inc. no longer appears on Gerber Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
Hooker & Holcombe Inc Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship started
Northern Trust Company appears on Gerber Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Northern Trust Co.Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Gerber Pension Plan first reports an interest in Long Liability Treasurey2x Cit Fund (Legal and General): $764,223 at 2023-12-31
Legal and General Form 5500observed 3 days ago
$764,223

Show 4 bookkeeping events

Occurred
Jul 8, 2025
Gerber Pension Plan total assets $99M -> $0 (-100.0%, 2023-12-31 to 2025-07-08)
Occurred
Dec 31, 2023
Gerber Pension Plan total assets $69M -> $99M (+44.0%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Gerber Pension Plan plan assets $91M -> $66M (-26.9%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Gerber Pension Plan funded ratio 91.5% -> 74.5% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:115237f2-5a92-40e2-99ce-dd34c2719a97
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.