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U••••• M••• W•••••• o• A•••••• 1••• P•••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••taft hartley1b-10b

U••••• M••• W•••••• o• A•••••• 1••• P•••••• P•••

Allocators

Washington, DC

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:245d3ec3-fcc7-43c4-ad27-c50dc20ecc42

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, 10:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 66
Dated events: 40
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: $3.8Blatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 53%
Participants: 73,913
Commitments: 49with an amount; holdings are counted apart
Managers: 8
Funds: 20
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval; showing 25 of 49

Vehicle	Manager	Bucket	Value	As of	Kind	Source
3••• Y••• U•• T••••••• I•••• S• F•	S•••• S••••• G••••• A••••••• T•••• C••••••	Fixed income	$399M	Jun 30, 2024	Collective trust	Dol form 5500 pension
1•• Y••• U•• T••••••• I•••• S• F•••	S•••• S••••• G••••• A••••••• T•••• C••••••

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 29 rows folded into 9

Bucket	T••••• %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	0	$367,712	Jun 30, 2025	Derived
U.S. Government securities	n/a	n/a	n/a

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end; showing 25 of 38

Consultant	Role	From	To	Current	Evidence	Source
K• • R• B••••••• S••••••••	General consultant	Jul 1, 2024	Jun 30, 2025	no	fact	Dol form 5500 pension
C••••••• C••••••	General consultant	Jul 1, 2024	Jun 30, 2025	no

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity; showing 25 of 27

Manager	Mandate	From	To	Current	Evidence
B•••••••• I••••• T•••• C••••••• N••	n/a	Jun 30, 2024	n/a	yes	fact
I•••••• T•••• C••••••	n/a	Jun 30, 2024	n/a	yes	fact

Relationships

Manages for (27)

← I•••••• T•••• C••••••Manager with allocator capital
Jun 30, 2024 to presentfactForm 5500
← B•••••••• I••••• T•••• C••••••• N••Manager with allocator capital
Jun 30, 2024 to presentfactForm 5500
← D••••••••• F••• A•••••••• L•Investment consultantInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← G•••••• S•••• A•••• M•••••••••Investment consultant

Dated events

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

Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
U••••• M••• W•••••• o• A•••••• 1••• P•••••• P••• no longer reports S••• L••• U• T••••••• I•••• S• F••• (State S••••• - Russell 2000) (last held $173M at 2024-06-30; absent from the 2025-06-30 filing)
S•••• S••••• G••••• A••••••• T•••• C••••••Form 5500observed 6 days ago
$173M
Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
U••••• M••• W•••••• o• A•••••• 1••• P•••••• P••• no longer reports S••• L••• US Non-C•••••••• I••• Cre (S•••• S••••• G••••• A••••••• T••••) (last held $29M at 2024-06-30; absent from the 2025-06-30 filing)
S•••• S••••• G••••• A••••••• T••••Form 5500observed 6 days ago
$29.4M
Occurred
Jun 30, 2025

Provenance

Graph: Allocators
Canonical id: dfx:al:245d3ec3-fcc7-43c4-ad27-c50dc20ecc42
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.