DFX Intelligence

I••• W•••••• R••••••• S••• L•••• U•••• N• 8•• P•••••• T••••: plan on the allocators graph | DFX Data Factory

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AllocatorsPlantaft hartley<100m

I••• W•••••• R••••••• S••• L•••• U•••• N• 8•• P•••••• T••••

Allocators

Pasadena, CA

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:24485708-c7b1-414f-8cb3-0af9441f73ba

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, 12:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 5
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: $77.2Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 91%
Participants: 2,005
Commitments: 10with an amount; holdings are counted apart
Managers: 4
Funds: 4
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	V••••	As of	Kind	Source
R•••••• 1••• V•••• F•••	B•••••••• I••••• T•••• C••••••• N••	Pooled vehicle	$23.2M	Jun 30, 2024	Collective trust	Dol form 5500 pension
R•••••• 1••• V•••• F•••	B•••••••• I••••• T•••• C••••••• N••	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	$55,091	Jun 30, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
A••• B••••• a•• A•••••••••	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
R••• • L•••••	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
B•••••••• I••••• T•••• C••••••• N••	n/a	Jun 30, 2025	n/a	yes	fact
J• M••••• C••••	n/a	Jun 30, 2023	n/a	yes	fact
B••••••••	Investment management

Relationships

Manages for (8)

← B•••••••• I••••• T•••• C••••••• N••Manager with allocator capital
Jun 30, 2025 to presentfactForm 5500
← J• M••••• C••••Manager with allocator capital
Jun 30, 2023 to presentfactForm 5500
← W•••• O•• S••••• F••• L•Manager with allocator capitalInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← P••••••• A•••• M••••••••• I•••Manager with allocator capital

Dated events

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

Occurred
Jun 30, 2024
Holding in a pooled vehicle ended
I••• W•••••• R••••••• S••• L•••• U•••• N• 8•• P•••••• T•••• no longer reports C• P••••••• R••• P••••• M••••••••• (P••••••• A•••• M••••••••• I•••) (last held $3M at 2023-06-30; absent from the 2024-06-30 filing)
P••••••• A•••• M••••••••• I•••Form 5500observed 6 days ago
$3.1M
Occurred
Dec 31, 2023
Manager relationship started
B•••••••• Inc. appears on I••• W•••••• R••••••• S••• L•••• U•••• N• 8•• P•••••• T••••'s Schedule C as investment manager (plan year 2023 vs 2022)
B••••••••Form 5500observed 7 days ago
Occurred
Dec 31, 2023
Manager relationship started

Provenance

Graph: Allocators
Canonical id: dfx:al:24485708-c7b1-414f-8cb3-0af9441f73ba
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.