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AllocatorsP•••taft hartley<100m

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Allocators

Sacramento, 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:24af3aad-b263-44c7-ad6d-4836a1b9d0f7

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 11:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 3
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: $0latest reading; see basis
Assets as of: Jul 31, 2025
Assets basis: REPORTED
Funded ratio: 96%
Participants: 191
Commitments: 28with an amount; holdings are counted apart
Managers: 1
Funds: 14
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	V••••	As of	Kind	Source
P••• C••• F•• I•• S•• A•••••	P••••••••	Pooled vehicle	$2.2M	Jul 31, 2024	Separate account	Dol form 5500 pension
P••• C••• F•• I•• S•• A•••••	P••••••••	Pooled vehicle	$2.1M

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	$8,950	Jul 31, 2024	Derived
Pooled separate accounts	n/a	n/a	n/a	100

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
P•••••••• G••••• I•••••••• L••	Investment adviser	Aug 1, 2022	Jul 31, 2023	no	fact	Dol form 5500 pension
U•• C••••••••• G••••	actuary	Aug 1, 2022	Jul 31, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← T••• S•••••• a•• F•••••••• o• N• C•Plan sponsorPlan sponsor
Aug 1, 2022 to presentfactForm 5500

Advised by (2)

→ P•••••••• G••••• I•••••••• L••Investment consultantInvestment adviser
Aug 1, 2022 to Jul 31, 2023factForm 5500
→ U•• C••••••••• G••••Investment consultantactuary
Aug 1, 2022 to Jul 31, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
••• Locked
P•••••••• G••••• I•••••••• L••Form 5500observed 7 days ago
Occurred
Dec 31, 2023
Consultant changed
••• Locked
P•••••••• G••••• I•••••••• L••Form 5500observed 7 days ago

Show 1 bookkeeping events

Occurred
Jul 31, 2025
••• Locked

Provenance

Graph: Allocators
Canonical id: dfx:al:24af3aad-b263-44c7-ad6d-4836a1b9d0f7
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 8 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.