P•••••• F••• o• L•••• 1•• I••••

Allocators

South B•••••, MA

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Search this name across graphsid dfx:al:27d04e04-cbc1-4480-abb7-c9ee15247f50

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 23, 2026, 2:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
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: $66.5Mlatest reading; see basis
Assets as of: Aug 31, 2025
Assets basis: REPORTED
Funded ratio: 137%
Participants: 520
Commitments: 3with an amount; holdings are counted apart
Managers: 1
Funds: 1
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
B••••• T•••• B••••••• R••••••••• F•	B••••• T•••• a•• I•• M••• C•	Multi asset	$64.8M	Aug 31, 2025	Collective trust	Dol form 5500 pension
B••••• T•••• B••••••• R••••••••• F•	B••••• T•••• a•• I•• M••• C•	Multi asset

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	2	$1.0M	Aug 31, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
T•• S•••• C•• ••••••• S•••••• I•••	actuary	Sep 1, 2022	Aug 31, 2023	no	fact	Dol form 5500 pension
L•• M••••	General consultant	Sep 1, 2022	Aug 31, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
B••••• T•••• a•• I•• M••• C•	Investment management	Sep 1, 2022	Aug 31, 2023	no	fact

Relationships

Sponsors (1)

← I•••• L•••• 1•• P•••••• F•••Plan sponsorPlan sponsor
Sep 1, 2022 to presentfactForm 5500

Advised by (3)

→ T•• S•••• C•• ••••••• S•••••• I•••Investment consultantactuary
Sep 1, 2022 to Aug 31, 2023factForm 5500
→ L•• M••••Investment consultantGeneral consultant
Sep 1, 2022 to Aug 31, 2023factForm 5500
→

Dated events

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

Occurred
Dec 31, 2023
Consultant changed
••• Locked
L•• M••••Form 5500observed 8 days ago

Show 3 bookkeeping events

Occurred
Sep 1, 2024
••• Locked
Occurred
Aug 31, 2024
••• Locked
Occurred
Sep 1, 2023
••• Locked

Provenance

Graph: Allocators
Canonical id: dfx:al:27d04e04-cbc1-4480-abb7-c9ee15247f50
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 23 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.