DFX Intelligence

S•••• M•••• W•••••• L•••• •• S•••• B••• A••• P•••••• F•••: plan on the allocators graph | DFX Data Factory

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AllocatorsPlantaft hartley<100m

S•••• M•••• W•••••• L•••• •• S•••• B••• A••• P•••••• F•••

Allocators

S•••• B•••, IN

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:27923c6a-f9f6-48d7-a590-fa3bae93f59d

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, 6:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 7
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: $36.0Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 64%
Participants: 507
Commitments: 4with an amount; holdings are counted apart
Managers: 1
Funds: 2
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
L•••••• A•••• M••••••••• M••••• C••	n/a	Pooled vehicle	$5.0M	Jun 30, 2025	Collective trust	Dol form 5500 pension
A•• A••••••••• R••• E••••• F•••	A•• A••••••••• R••• E•••••	Real estate	$775,150

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	1	$496,182	Jun 30, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	3

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
C•••• C•••• T••••	trustee	Jul 1, 2024	Jun 30, 2025	no	fact	Dol form 5500 pension
C••••••	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
L•••••• A•••• M•••••••••	n/a	Jun 30, 2025	n/a	yes	fact
C•••• C•••• T••••	Investment management	Jul 1, 2023	Jun 30, 2024	no	fact
R•• C•••••• M••••••••• L••	Investment management

Relationships

Manages for (5)

← L•••••• A•••• M•••••••••Manager with allocator capital
Jun 30, 2025 to presentfactForm 5500
← R•• C•••••• M••••••••• L••Manager with allocator capitalInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← A•• A••••••••• R••• E•••••Manager with allocator capitalInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← L•••••• P•••••••

Dated events

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

Occurred
Jun 30, 2025
Holding in a pooled vehicle started
S•••• M•••• W•••••• L•••• •• S•••• B••• A••• P•••••• F••• first reports an interest in L•••••• A•••• M••••••••• M••••• C••: $5M at 2025-06-30
L•••••• A•••• M••••••••• M••••• C••Form 5500observed 7 days ago
$5.0M
Occurred
Dec 31, 2023
Manager relationship ended
A•• A••••••••• R••• E••••• F••• no longer appears on S•••• M•••• W•••••• L•••• •• S•••• B••• A••• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)
A•• A••••••••• R••• E•••••Form 5500observed 7 days ago
Occurred
Dec 31, 2023
Manager relationship started
C•••• C•••• T•••• Inv Advisor appears on S•••• M•••• W•••••• L•••• •• S•••• B••• A••• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)

Provenance

Graph: Allocators
Canonical id: dfx:al:27923c6a-f9f6-48d7-a590-fa3bae93f59d
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 3 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.