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AllocatorsP•••corporate pension100m-1b

S•• C••••••• I•• C• R••••••••• P•••

Allocators

Ridgeland, 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:11e01ad1-2aff-4d66-93b3-51f6fb3da45c

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 23, 2026, 10:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
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: $446Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 127%
Participants: 2,188
Commitments: 9with an amount; holdings are counted apart
Managers: 4
Funds: 4
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	V••••	As of	Kind	Source
J•••• S•••••••• P••••••• F•••	J••• M••••• C••••	Real estate	$46.3M	Jun 30, 2023	Collective trust	Dol form 5500 pension
C••••••••• P•• T• F• o• J•• C••• B•	J• M••••• C••••	Pooled vehicle	$36.5M

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	$3.7M	Jun 30, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
A•• C••••••••• I•••	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
J• M••••• C••••	n/a	Jun 30, 2024	n/a	yes	fact
S••••• C•••••• M••••••••• L•	n/a	Jun 30, 2024	n/a	yes	fact

Relationships

Manages for (2)

← S••••• C•••••• M••••••••• L•Manager with allocator capital
Jun 30, 2024 to presentfactForm 5500
← J• M••••• C••••Manager with allocator capital
Jun 30, 2024 to presentfactForm 5500

Sponsors (1)

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

Advised by (1)

Dated events

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

Occurred
Jun 30, 2024
Holding in a pooled vehicle started
••• Locked
C••••••••• P•• T• F• o• J•• C••• B•Form 5500observed 7 days ago
$36.5M
Occurred
Jun 30, 2024
Holding in a pooled vehicle ended
••• Locked
J••• M••••• C••••Form 5500observed 7 days ago
$46.3M

Show 2 bookkeeping events

Occurred
Jul 1, 2024
••• Locked

Provenance

Graph: Allocators
Canonical id: dfx:al:11e01ad1-2aff-4d66-93b3-51f6fb3da45c
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 19 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.