DFX Intelligence

J•••• P•••••• F••• o• L•••• U•••• N• 1••: plan on the allocators graph | DFX Data Factory

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AllocatorsPlantaft hartley100m-1b

J•••• P•••••• F••• o• L•••• U•••• N• 1••

Allocators

Parsippany, NJ

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:173c6249-0705-4b37-af87-9c4339c1a211

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, 4:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 5
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: $718Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 99%
Participants: 4,359
Commitments: 9with an amount; holdings are counted apart
M••••••s: 3
Funds: 3
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	M••••••	Bucket	Value	As of	Kind	Source
I••• N••• E••••• I•••• F•••	C•••• C•••• T•••• C••••••	Public equity	$74.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
I••• N••• E••••• I•••• F•••	C•••• C•••• T•••• C••••••	Public equity

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	2	$15.6M	Dec 31, 2024	Derived
U.S. Government securities	n/a	n/a	n/a	14

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
K••••••• 7• B••••••• a•• A••••	actuary	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
C•••	actuary	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension

M••••••s

••• Locked

M••••••	Mandate	From	To	Current	Evidence
C•••• C••••	n/a	Dec 31, 2023	n/a	yes	fact
C•••• C•••• T•••• C••••••	n/a	Dec 31, 2023	n/a	yes	fact
D•••• M•••••• C•••••• M•• L••	Investment management

Relationships

Manages for (13)

← C•••• C•••• T•••• C••••••Manager with allocator capital
Dec 31, 2023 to presentfactForm 5500
← C•••• C••••Manager with allocator capital
Dec 31, 2023 to presentfactForm 5500
← C•••••••• I••••••••• P•••••••Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← G••• I••••••••• M••••••••• L••Investment consultant

Dated events

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

Show 5 bookkeeping events

Occurred
Jan 1, 2024
J•••• P•••••• F••• o• L•••• U•••• N• 1•• funded ratio 93.6% -> 98.5% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
J•••• P•••••• F••• o• L•••• U•••• N• 1•• plan assets $607M -> $671M (+10.5%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
J•••• P•••••• F••• o• L•••• U•••• N• 1•• total assets $608M -> $672M (+10.5%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
J•••• P•••••• F••• o• L•••• U•••• N• 1•• funded ratio 113.5% -> 93.6% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
J•••• P•••••• F••• o• L•••• U•••• N• 1•• plan assets $700M -> $607M (-13.3%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:173c6249-0705-4b37-af87-9c4339c1a211
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 1 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.