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AllocatorsP•••corporate pension<100m

P•••••• P••• f•• E•••••••• o• F••••••••• o• I•••••••

Allocators

Chicago, IL

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:3297cef8-8589-4301-aad1-72aaf60a1c1e

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, 4:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
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: $2.7Mlatest reading; see basis
Assets as of: Jun 30, 2023
Assets basis: REPORTED
Funded ratio: 98%
Participants: 100
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	1	$14,524	Jun 30, 2023	Derived
Registered investment companies	n/a	n/a	n/a	99

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
W•••• F•••• B•••	trustee	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
A••••••• P•••••• C••••••••• L••	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← UcanPlan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (2)

→ W•••• F•••• B•••Investment consultanttrustee
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ A••••••• P•••••• C••••••••• L••Investment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:3297cef8-8589-4301-aad1-72aaf60a1c1e
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 7 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.