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O••••• D••••••• F•••••• P•••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••taft hartley<100m

O••••• D••••••• F•••••• P•••••• P•••

Allocators

Portland, OR

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Search this name across graphsid dfx:al:27a40d28-091e-4f05-9585-5183a5785832

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 23, 2026, 9:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
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: $42.9Mlatest reading; see basis
Assets as of: Mar 31, 2025
Assets basis: REPORTED
Funded ratio: 108%
Participants: 768
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	0	$78,952	Mar 31, 2025	Derived
U.S. Government securities	n/a	n/a	n/a	19

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
D•••• D•••••••• L••	actuary	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension
U• B•••	custodian	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
Q•••• I••••••••• M••••••••• L••	Investment management	Apr 1, 2022	Mar 31, 2023	no	fact

Relationships

Sponsors (1)

← J•••• B•••• o• T•••••••• O••••• D••••••• F•••••• P•••••• T••••Plan sponsorPlan sponsor
Apr 1, 2022 to presentfactForm 5500

Advised by (2)

→ D•••• D•••••••• L••Investment consultantactuary
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ U• B•••Investment consultantcustodian
Apr 1, 2022 to Mar 31, 2023factForm 5500

Manages for (1)

Dated events

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

Show 2 bookkeeping events

Occurred
Apr 1, 2023
••• Locked
Occurred
Apr 1, 2023
••• Locked

Provenance

Graph: Allocators
Canonical id: dfx:al:27a40d28-091e-4f05-9585-5183a5785832
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 7 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.