DFX Intelligence

C•••••••• F•••• C••••• U•••• D•••••• B•••••• P••• a•• T••••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

C•••••••• F•••• C••••• U•••• D•••••• B•••••• P••• a•• T••••

Allocators

Appleton, WI

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:299f27b5-26d9-4f32-a89a-8742fee02ede

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, 7:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 5
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: $97.9Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 262%
Participants: 679
Commitments: 2with an amount; holdings are counted apart
Managers: 1
Funds: 1
Re-ups: 0
F••••-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
C••• L••• I•••••••• C•••••• P••	C••• L••• I•••••••• C••••••	Pooled vehicle	$78.4M	Dec 31, 2023	Separate account	Dol form 5500 pension
C••• L••• I•••••••• C•••••• P••	C••• L••• I•••••••• C••••••	Pooled vehicle

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Registered investment companies	n/a	n/a	n/a	100	$97.9M	Dec 31, 2024	Derived

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
T••••••• I••••••••• M•••••••••	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
C••• L••• I•••••••• C••••••	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← C•••••••• F•••• Credit U••••Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ C••• L••• I•••••••• C••••••Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ C••• M••••• G••••Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Members Capital Advisors, Inc. appears on C•••••••• F•••• C••••• U•••• D•••••• B•••••• P••• a•• T••••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
T••••••• I••••••••• M•••••••••Form 5500observed 7 days ago

Show 4 bookkeeping events

Occurred
Dec 31, 2024
C•••••••• F•••• C••••• U•••• D•••••• B•••••• P••• a•• T•••• total assets $78M -> $98M (+24.9%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
C•••••••• F•••• C••••• U•••• D•••••• B•••••• P••• a•• T•••• funded ratio 271.3% -> 261.9% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
C•••••••• F•••• C••••• U•••• D•••••• B•••••• P••• a•• T•••• plan assets $96M -> $76M (-20.3%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:299f27b5-26d9-4f32-a89a-8742fee02ede
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.