DFX Intelligence

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AllocatorsP•••corporate pension<100m

I••••••••• F••••••••• E•••••••• R••••••••• P•••

Allocators

Brookfield, WI

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:27058b94-555b-4234-a001-774bdd26d27d

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, 10:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 21
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: $51.6Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 99%
Participants: 300
Commitments: 18with an amount; holdings are counted apart
Managers: 7
Funds: 8
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
S•••• S• S•• 5•• F••••••• S•• L••••	S•••• S••••• G••••• A••••••• T•••• C••••••	Pooled vehicle	$11.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
S•••• S• S•• 5•• F••••••• S•• L••••	S•••• S••••• G••••• A••••••• T•••• C••••••	Pooled vehicle

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Insurance company general account	n/a	n/a	n/a	2	$1.3M	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	6

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
R• K•••• • A•••••••••	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
M•••••••• I•••	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
I••••• R••••••• • M•••• I•••	n/a	Dec 31, 2024	n/a	yes	fact
G•• P••••••• L••	n/a	Dec 31, 2024	n/a	yes	fact
B•••••••• I••••••••• T•••• C••••••• N•••	n/a

Relationships

Manages for (12)

← G•• P••••••• L••Investment consultant
Dec 31, 2024 to presentfactForm 5500
← B•••••••• I••••••••• T•••• C••••••• N•••Manager with allocator capital
Dec 31, 2023 to presentfactForm 5500
← I••••• R••••••• • M•••• I•••Manager with allocator capitalInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500
← B•••••••• I••••• T•••• C••••••• N••Manager with allocator capital

Dated events

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

Occurred
Dec 31, 2024
Manager relationship started
••• Locked
L••••• S••••• T•••• C••••••Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Manager relationship ended
••• Locked
S••••••• C•••••• M••••••••• I••Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Manager relationship ended
••• Locked
B•••••••• I••••••••• T•••• C••••Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:27058b94-555b-4234-a001-774bdd26d27d
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 7 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.