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S••••••• M•••••••• C••••••••• o• A•••••• P•••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••Corporate pension<100MCorporate pension

S••••••• M•••••••• C••••••••• o• A•••••• P•••••• P•••

Chesapeake, VA

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 graphs

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, 8:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 8
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: $55.6Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 124%
Participants: 622
Commitments: 23with an amount; holdings are counted apart
Managers: 1
Funds: 11
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
P••• L•• L••• D••••••• S•••	P••••••••	Fixed income	$43.8M	Dec 31, 2024	Separate account	Dol form 5500 pension
P••• L•• L••• D••••••• S•••	P••••••••	Fixed income	$42.5M

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	100	$55.6M	Dec 31, 2024	Derived

Consultants

••• Locked

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

Relationships

Sponsors (1)

← S••••••• M•••••••• C••••••••• o• A••••••Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ P•••••••• G••••• I•••••••• L••Investment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ P•••••••• F•••••••• G••••Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Order

Occurred
31 Dec 2024
Holding in a pooled vehicle started2 events
S••••••• M•••••••• C••••••••• o• A•••••• P•••••• P•••: holding in a pooled vehicle started, 2 events, on 31 Dec 2024
$1.7M to $2.5M
- ••• Locked (P••••••••)$2.5M
- ••• Locked (P••••••••)$1.7M
Occurred
31 Dec 2024
Holding in a pooled vehicle ended
••• Locked
P••••••••Form 5500
$460K
Occurred
31 Dec 2023
Holding in a pooled vehicle ended2 events
S••••••• M•••••••• C••••••••• o• A•••••• P•••••• P•••: holding in a pooled vehicle ended, 2 events, on 31 Dec 2023
$1.4M to $15.0M
- ••• Locked (P••••••••)$15.0M
- ••• Locked (P••••••••)$1.4M
Occurred
31 Dec 2023
Holding in a pooled vehicle started
••• Locked
P••••••••Form 5500
$42.5M

Provenance

Graph: Allocators
Canonical id
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 29 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.

All 23 rows

Vehicle	Manager	Bucket	Value	As of	Kind	Source
P••• I••• E••••• I•••• S•••	P••••••••	Public equity	$2.4M	Dec 31, 2023	Separate account	Dol form 5500 pension
P••• I••• E••••• I•••• S•••	P••••••••	Public equity	$2.1M	Dec 31, 2024	Separate account	Dol form 5500 pension
P••• M••••• S•• 4•• I•• S•••	P••••••••	Pooled vehicle	$2.0M	Dec 31, 2022	Separate account	Dol form 5500 pension
P••• L•• E•• D•• S•• A•••••	P••••••••	Pooled vehicle	$1.7M	Dec 31, 2024	Separate account	Dol form 5500 pension
P••• H••• I••••• S•• A•••••	P••••••••	Fixed income	$1.4M	Dec 31, 2022	Separate account	Dol form 5500 pension
P•••••••• U••• P••••••• S•••	P••••••••	Real estate	$1.2M	Dec 31, 2024	Separate account	Dol form 5500 pension
P••• S•••• S•• 6•• I•••• S•••	P••••••••	Pooled vehicle	$957,369	Dec 31, 2022	Separate account	Dol form 5500 pension
P••• O•• E•• M••• S•• A•••••	P••••••••	Pooled vehicle	$910,367	Dec 31, 2022	Separate account	Dol form 5500 pension
P••• M••••• S•• 4•• I•• S•••	P••••••••	Pooled vehicle	$855,553	Dec 31, 2023	Separate account	Dol form 5500 pension
P••• O•• E•• M••• S•• A•••••	P••••••••	Pooled vehicle	$459,619	Dec 31, 2023	Separate account	Dol form 5500 pension
P••• M••••• S•• 4•• I•• S•••	P••••••••	Pooled vehicle	$420,890	Dec 31, 2024	Separate account	Dol form 5500 pension
P••• S•••• S•• 6•• I•••• S•••	P••••••••	Pooled vehicle	$287,279	Dec 31, 2023	Separate account	Dol form 5500 pension
P••• S•••• S•• 6•• I•••• S•••	P••••••••	Pooled vehicle	$205,646	Dec 31, 2024	Separate account	Dol form 5500 pension