DFX Intelligence

S••••••••• H••••••• P•••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

S••••••••• H••••••• P•••••• P•••

Allocators

S•••••••••, VT

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:1b6b7260-f140-475c-be4b-c9dca1eba351

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 1:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 10
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: $9.6Mlatest reading; see basis
Assets as of: Sep 30, 2025
Assets basis: REPORTED
Funded ratio: 95%
Participants: 313
Commitments: 12with an amount; holdings are counted apart
Managers: 2
Funds: 9
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
P•••••••• L•• C•••••••• 5••• Y••••	P•••••••• G••••• I•••••••• L••	Pooled vehicle	$6.7M	Sep 30, 2025	Collective trust	Dol form 5500 pension
P•••••••• L•• C•••••••• 5••• Y••••	P•••••••• G••••• I•••••••• L••	Pooled vehicle

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	0	$703	Sep 30, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1

C•••••••••

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
N•• E•••••• R••••••••• C•••••••••	actuary	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension
P•••••••• S••••••• A•••• M•••••••••	Investment adviser	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
P•••••••• G••••• I•••••••• L••	n/a	Sep 30, 2024	n/a	yes	fact
V•••••••	n/a	Sep 30, 2023	n/a	yes	fact

Relationships

Manages for (2)

← P•••••••• G••••• I•••••••• L••Investment consultant
Sep 30, 2024 to presentfactForm 5500
← V•••••••Manager with allocator capital
Sep 30, 2023 to presentfactForm 5500

Sponsors (1)

← S••••••••• H•••••••Plan sponsorPlan sponsor
Oct 1, 2022 to presentfactForm 5500

Advised by (2)

Dated events

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

Occurred
Sep 30, 2024
Holding in a pooled vehicle started
S••••••••• H••••••• P•••••• P••• first reports an interest in P•••••••• L•• C•••••••• 1•••• Y••••: $3M at 2024-09-30
P•••••••• L•• C•••••••• 1•••• Y••••Form 5500observed 7 days ago
$3.0M
Occurred
Sep 30, 2024
Holding in a pooled vehicle ended
S••••••••• H••••••• P•••••• P••• no longer reports V••••••• S•••• C•• I•••• (last held $117,503 at 2023-09-30; absent from the 2024-09-30 filing)
V••••••• S•••• C•• I••••Form 5500observed 7 days ago
$117,503
Occurred
Sep 30, 2024
Holding in a pooled vehicle started
S••••••••• H••••••• P•••••• P••• first reports an interest in P•••••••• L•• C•••••••• 2• • Y••••: $186,855 at 2024-09-30

Provenance

Graph: Allocators
Canonical id: dfx:al:1b6b7260-f140-475c-be4b-c9dca1eba351
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 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.