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I••••••• L•••• 1••• P•••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••taft hartley100m-1b

I••••••• L•••• 1••• P•••••• P•••

Allocators

Jacksonville, FL

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:283722c4-8996-4288-903e-fec5107802ba

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, 9:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 9
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: $237Mlatest reading; see basis
Assets as of: Sep 30, 2025
Assets basis: REPORTED
Funded ratio: 121%
Participants: 1,577
Commitments: 6with an amount; holdings are counted apart
Managers: 2
Funds: 4
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
I••• C••• P••• B••• C••••••••• F•••	n/a	Fixed income	$93.1M	Sep 30, 2025	Collective trust	Dol form 5500 pension
B••• M••••• A•••••• S• B•••• M•••••	B•• M•••••	Pooled vehicle	$71.2M

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	$3.3M	Sep 30, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	3

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
M••••• S•••••• S•••• B•••••• L••	custodian	Oct 1, 2023	Sep 30, 2024	no	fact	Dol form 5500 pension
M•••••••• A••••••••• I•••	General consultant	Oct 1, 2023	Sep 30, 2024	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← I•••••• L•••• 1••• P•••••• P••• B•••• o• T•••••••Plan sponsorPlan sponsor
Oct 1, 2022 to presentfactForm 5500

Advised by (5)

→ M••••• S•••••• S•••• B•••••Manager with allocator capitalcustodian
Oct 1, 2022 to Sep 30, 2023factForm 5500
→ H•••••• A•••••••• S•••••••Investment consultantactuary
Oct 1, 2022 to Sep 30, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
••• Locked
M••••• S•••••• S•••• B•••••• L••Form 5500observed 7 days ago
Occurred
Dec 31, 2023
Consultant changed
••• Locked
M•••••••• A••••••••• I•••Form 5500observed 7 days ago

Show 7 bookkeeping events

Occurred
Sep 30, 2025
••• Locked
Occurred

Provenance

Graph: Allocators
Canonical id: dfx:al:283722c4-8996-4288-903e-fec5107802ba
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 18 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.