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D•••••••• F•••••••• P•••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension100m-1b

D•••••••• F•••••••• P•••••• P•••

Allocators

Chicago, IL

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Search this name across graphsid dfx:al:244dbe8c-07f9-44e7-90f3-c89a0908a55a

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, 11:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 6
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: $195Mlatest reading; see basis
Assets as of: Nov 30, 2024
Assets basis: REPORTED
Funded ratio: 100%
Participants: 2,655
Commitments: 11with an amount; holdings are counted apart
Managers: 3
Funds: 8
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
N• C••••••••• G••• S•••• T••• I•••	N••••••• T•••• I••••••••• I•••	cash	$63.4M	Nov 30, 2024	Collective trust	Dol form 5500 pension
B•••••••• L••• C•••••••• I•••• F•••	B•••••••• I••••••••• L••	Pooled vehicle

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	0	$391	Nov 30, 2024	Derived
U.S. Government securities	n/a	n/a	n/a	33

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
A••	Pension consultant	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension
A•• C••••••••• I•••	actuary	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
B•••••••• I••••••••• L••	n/a	Nov 30, 2024	n/a	yes	fact
N••••••• T•••• I••••••••• I•••••••••	n/a	Nov 30, 2023	n/a	yes	fact
B••••••••	Investment management

Relationships

Manages for (6)

← N••••••• T•••• I••••••••• I•••••••••Manager with allocator capital
Nov 30, 2023 to presentfactForm 5500
← B•••••••• I••••••••• L••Manager with allocator capital
Nov 30, 2024 to presentfactForm 5500
← N••••••• T•••• C••Investment consultantInvestment management
Dec 1, 2022 to Nov 30, 2023factForm 5500
← N••••••• T•••• I•••••••••Manager with allocator capital

Dated events

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

Occurred
Nov 30, 2024
Holding in a pooled vehicle ended
••• Locked
N••••••• T•••• I••••••••• I•••Form 5500observed 7 days ago
$17.3M
Occurred
Nov 30, 2024
Holding in a pooled vehicle ended
••• Locked
N••••••• T•••• I••••••••• I•••Form 5500observed 7 days ago
$22.0M
Occurred
Nov 30, 2024
Holding in a pooled vehicle ended
••• Locked
N••• E••••••• M•••••• F•••Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:244dbe8c-07f9-44e7-90f3-c89a0908a55a
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 20 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.