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AllocatorsP•••corporate pension<100m

S••••• C••••• U•••• R••••••••• P•••••• P•••

Allocators

Cottage Grove, WI

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:148d2b9e-c3cb-4d65-a4ef-f53a4641a6ab

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, 3:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 7
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: $22.5Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 180%
Participants: 985
Commitments: 3with an amount; holdings are counted apart
Managers: 0
Funds: 2
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
T•••••• R••••••••• P•••••• F•••	n/a	Pooled vehicle	$22.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
C••• M••••• R••••••••• P•••••• F•••	n/a	Pooled vehicle	$20.9M	Dec 31, 2023

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Common/collective trusts	n/a	n/a	n/a	100	$22.5M	Dec 31, 2024	Derived

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
C••• L••• I•••••••• C••••••	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
T••••••• R••••••••• P••••••	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← S••••• Credit U••••Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ C••• L••• I•••••••• C••••••Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ T••••••• R••••••••• P••••••Investment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
S••••• C••••• U•••• R••••••••• P•••••• P••• no longer reports C••• M••••• R••••••••• P•••••• F••• (last held $21M at 2023-12-31; absent from the 2024-12-31 filing)
C••• M••••• R••••••••• P•••••• F•••Form 5500observed 7 days ago
$20.9M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
S••••• C••••• U•••• R••••••••• P•••••• P••• first reports an interest in T•••••• R••••••••• P•••••• F•••: $22M at 2024-12-31
T•••••• R••••••••• P•••••• F•••Form 5500observed 7 days ago
$22.5M

Show 5 bookkeeping events

Occurred

Provenance

Graph: Allocators
Canonical id: dfx:al:148d2b9e-c3cb-4d65-a4ef-f53a4641a6ab
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 45 min 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.