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S•••• E•••••••• P•••••• P••• o• t•• C•• o• t•• I••• • P•••• E••••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

S•••• E•••••••• P•••••• P••• o• t•• C•• o• t•• I••• • P•••• E••••

Allocators

Washington, DC

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:27a7605f-f4bf-4689-a03d-9fb07247ffd0

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 12:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 6
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: $44.2Mlatest reading; see basis
Assets as of: Jan 31, 2025
Assets basis: REPORTED
Funded ratio: 94%
P•••icipants: 138
Commitments: 6with an amount; holdings are counted apart
Managers: 2
Funds: 3
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
M••• A••• I•• I•••• N• F•••	S•••• S••••• G••••• A••••••• T••••	Pooled vehicle	$27.4M	Jan 31, 2025	Collective trust	Dol form 5500 pension
M••• A••• I•• I•••• N• F•••	S•••• S••••• G••••• A••••••• T••••	Pooled vehicle

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Common/collective trusts	n/a	n/a	n/a	100	$44.2M	Jan 31, 2025	Derived

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
H•••••• A•••••••• S•••••••	actuary	Feb 1, 2022	Jan 31, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Board of Trustees of the Cpf of the I••• and P•••icipating E•••oyersPlan sponsorPlan sponsor
Feb 1, 2022 to presentfactForm 5500

Advised by (1)

→ H•••••• A•••••••• S•••••••Investment consultantactuary
Feb 1, 2022 to Jan 31, 2023factForm 5500

Dated events

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

Occurred
Jan 31, 2025
Holding in a pooled vehicle started
S•••• E•••••••• P•••••• P••• o• t•• C•• o• t•• I••• • P•••• E•••• first reports an interest in L••• U• C••••• I••• N• F••• (State S••••• - Russell 2000): $17M at 2025-01-31
S•••• S••••• G••••• A••••••• T•••• C••••••Form 5500observed 6 days ago
$16.8M
Occurred
Jan 31, 2025
Holding in a pooled vehicle ended
S•••• E•••••••• P•••••• P••• o• t•• C•• o• t•• I••• • P•••• E•••• no longer reports U• A•••••••• B••• I•••• N• F••• (State S••••• - Russell 2000) (last held $16M at 2024-01-31; absent from the 2025-01-31 filing)
S•••• S••••• G••••• A••••••• T•••• C••••••Form 5500observed 6 days ago
$15.6M

Show 4 bookkeeping events

Provenance

Graph: Allocators
Canonical id: dfx:al:27a7605f-f4bf-4689-a03d-9fb07247ffd0
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 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.