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C••••••• W•••••• S••••••••• P•••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••taft hartley<100m

C••••••• W•••••• S••••••••• P•••••• P•••

Allocators

Long Island City, NY

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:259763a7-057a-4f59-a8ae-015520fab77f

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, 7:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
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: $47.7Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Participants: 648
Commitments: 30with an amount; holdings are counted apart
Managers: 1
Funds: 12
Re-ups: 0
F••••-time managers: 0
Latest commitment

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
P••• L••• S•• 5•• I•••• S•••	P••••••••	Pooled vehicle	$11.5M	Dec 31, 2024	Separate account	Dol form 5500 pension
P••• L••• S•• 5•• I•••• S•••	P••••••••	Pooled vehicle	$10.7M

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	$45,773	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
F•••• A•••••••• C••••••••• L••	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
R••••••• C••••••••• S•••••••• L••	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
P•••••••• F•••••••• A•••••••• I•••	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
P•••••••• G••••• I•••••••• L••	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Trustees of the C••••••• W•••••• S••••••••• Pens-Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ F•••• A•••••••• C••••••••• L••Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ R••••••• C••••••••• S•••••••• L••Investment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500

Manages for (2)

Dated events

Occurred
Dec 31, 2024
Manager relationship ended
P•••••••• G••••• I••••••••, LLC no longer appears on C••••••• W•••••• S••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
P•••••••• G••••• I•••••••• L••Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Manager relationship started
P•••••••• F•••••••• A••••••• Inc appears on C••••••• W•••••• S••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
P•••••••• F•••••••• A•••••••• I•••Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
C••••••• W•••••• S••••••••• P•••••• P••• no longer reports P••• O•• E•• M••• S•• A••••• (P••••••••) (last held $989,966 at 2023-12-31; absent from the 2024-12-31 filing)

Provenance

Graph: Allocators
Canonical id: dfx:al:259763a7-057a-4f59-a8ae-015520fab77f
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 4 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.