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I••••••• L•••• U•••• N•• 9• P•••••• F•••: plan on the allocators graph | DFX Data Factory

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AllocatorsPlantaft hartley<100m

I••••••• L•••• U•••• N•• 9• P•••••• F•••

Allocators

Wallingford, CT

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:33e3f697-fbc5-42d8-a51d-ec5b0d078f47

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, 6:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
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: $94.7Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 79%
Participants: 1,088
Commitments: 9with an amount; holdings are counted apart
Managers: 3
Funds: 3
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
L••••• S••••• W•••• B••• T••••	L••••• S••••• T•••• C••••••	Fixed income	$23.9M	Dec 31, 2024	Collective trust	Dol form 5500 pension
L••••• S••••• W•••• B••• T••••	L••••• S••••• T•••• C••••••

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 13 rows folded into 5

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$71,787	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
J••••••• C•••• B•••• N•••	Discretionary trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
S••••• A•••••••• S•••••••	actuary	Jan 1, 2022	Dec 31, 2022	no

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
W••••••••• T•••• C••••••	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
L••••• S••••• T•••• C••••••	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Joint Board of Trustees I.B.E.W. L•••• 90 Pension FundPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ J••••••• C•••• B•••• N•••Investment consultantDiscretionary trustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ S••••• A•••••••• S•••••••Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Manager relationship ended
W•••• F••••, Na no longer appears on I••••••• L•••• U•••• N•• 9• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)
W•••• F•••• B•••Form 5500observed 6 days ago

Show 2 bookkeeping events

Occurred
Jan 1, 2024
I••••••• L•••• U•••• N•• 9• P•••••• F••• funded ratio 76.1% -> 79.4% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
I••••••• L•••• U•••• N•• 9• P•••••• F••• plan assets $94M -> $81M (-13.3%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:33e3f697-fbc5-42d8-a51d-ec5b0d078f47
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 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.