DFX Intelligence

A••••••• F••••••••• o• M•••••••• a•• E••••••••• P•••••• F••• a•• S•••••••••: plan on the allocators graph | DFX Data Factory

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AllocatorsP•••taft hartley1b-10b

A••••••• F••••••••• o• M•••••••• a•• E••••••••• P•••••• F••• a•• S•••••••••

Allocators

NEW Y•••, NY

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:2902d9b5-c1d7-48ea-b684-9027dac0498d

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, 7:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 61
Dated events: 29
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: $3.2Blatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 46%
Participants: 51,986
Commitments: 7with an amount; holdings are counted apart
Managers: 5
Funds: 7
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	V••••	As of	Kind	Source
P•••• M••••••••• P••• A•••••••	P••••	Pooled vehicle	$291M	Dec 31, 2024	Collective trust	Dol form 5500 pension
I••• C••••••••• C••• B•••	n/a	Fixed income	$289M	Dec 31, 2024

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	4	$111M	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
N•••••• I•••	General consultant	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
E•• G••••	General consultant	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
T•• S•••• A•••••••• L•	n/a	Dec 31, 2024	n/a	yes	fact
P••••	n/a	Dec 31, 2024	n/a	yes	fact
I••••••••• F•••••••• P•••••••• L••	Investment management

Relationships

Manages for (48)

← P••••Investment consultant
Dec 31, 2024 to presentfactForm 5500
← T•• S•••• A•••••••• L•Manager with allocator capitalInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500
← Davidson Kempner Capital M••• LPManager with allocator capitalInvestment management
Apr 1, 2022 to Dec 31, 2022factForm 5500
← B••••••••Investment consultant

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
E•• G•••• no longer appears on A••••••• F••••••••• o• M•••••••• a•• E••••••••• P•••••• F••• a•• S•••••••••'s Schedule C as general consultant (plan year 2024 vs 2023)
E•• G••••Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Manager relationship ended
L•••• A•••• M••••••••• S••••• no longer appears on A••••••• F••••••••• o• M•••••••• a•• E••••••••• P•••••• F••• a•• S•••••••••'s Schedule C as investment manager (plan year 2024 vs 2023)
L•••• A•••• M••••••••• S•••••Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Manager relationship started
I••••••••• F•••••••• P•••••••• L•• appears on A••••••• F••••••••• o• M•••••••• a•• E••••••••• P•••••• F••• a•• S•••••••••'s Schedule C as investment manager (plan year 2024 vs 2023)

Provenance

Graph: Allocators
Canonical id: dfx:al:2902d9b5-c1d7-48ea-b684-9027dac0498d
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 4 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.