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T•••••••• U•••• L•••• N•• 5• P•••••• F•••: plan on the allocators graph | DFX Data Factory

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AllocatorsPlanTaft hartley100M-1BTaft hartley

T•••••••• U•••• L•••• N•• 5• P•••••• F•••

Allocators

Valley View, OH

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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, 5:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
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: $107Mlatest reading; see basis
Assets as of: Dec 31, 2023
Assets basis: REPORTED
Funded ratio: 5.9%
Participants: 740
C•••itments: 6with 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	Value	As of	Kind	Source
I••• I••••••••• C••••••••• F•••	n/a	Pooled vehicle	$26.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
I••• I••••••••• C••••••••• F•••	n/a	Pooled vehicle	$22.9M	Dec 31, 2022

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	$745,357	Dec 31, 2023	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
S••••	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
K•••••• N••••••• A•••••••••	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
W•••••• A•••• M••• C••••••• L••	n/a	Dec 31, 2023	n/a	yes	fact
W•••••• A•••• M••• C••••••• L••	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
F••••••• I••••••••• A•••• M•••	Investment management

Relationships

Manages for (2)

← W•••••• A•••• M••• C••••••• L••Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← F••••••• I••••••••• A•••• M•••Investment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Sponsors (1)

← B•••• o• T•••••••• T•••••••• U•••• L•••• N•• 5• P•••••• F•••Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by

Dated events

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

Show 3 bookkeeping events

Occurred
Dec 31, 2023
••• Locked
Occurred
Jan 1, 2023
••• Locked
Occurred
Jan 1, 2023
••• Locked

Provenance

Graph: Allocators
Canonical id
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 26 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.