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T•• J•••••• L•••• P••• C••• B•••••• P••• I•: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

T•• J•••••• L•••• P••• C••• B•••••• P••• I•

Allocators

West Harrison, NY

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Search this name across graphsid dfx:al:3652b037-f98b-4fb2-8c86-ca9afc0b7cdb

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, 4:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 8
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: $49.1Mlatest reading; see basis
Assets as of: Dec 31, 2025
Assets basis: REPORTED
Funded ratio: 117%
Participants: 346
Commitments: 4with an amount; holdings are counted apart
Managers: 1
Funds: 1
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
A• G••••• S•••••••• C••• E••••• C•	A••••••• B••••••••• L•••	Public equity	$4.3M	Dec 31, 2025	Collective trust	Dol form 5500 pension
A• G••••• S•••••••• C••• E••••• C•	A••••••• B••••••••• L•••	Public equity

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	0	$50,847	Dec 31, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	9

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
F••••••••• b• A•••••••	actuary	Jan 1, 2025	Dec 31, 2025	no	fact	Dol form 5500 pension
F•••••••••	Pension consultant	Jan 1, 2025	Dec 31, 2025	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← J•••••• L•••• P••Manager with allocator capitalPlan sponsor
Jan 1, 2025 to presentfactForm 5500

Advised by (4)

→ F••••••••• b• A•••••••Investment consultantactuary
Jan 1, 2025 to Dec 31, 2025factForm 5500
→ F•••••••••Investment consultantPension consultant
Jan 1, 2025 to Dec 31, 2025factForm 5500
→

Dated events

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

Show 8 bookkeeping events

Occurred
Dec 31, 2025
••• Locked
Occurred
Jan 1, 2025
••• Locked
Occurred
Jan 1, 2025
••• Locked
Occurred
Dec 31, 2024
••• Locked
Occurred
Jan 1, 2024
••• Locked
Occurred
Dec 31, 2023
••• Locked
Occurred
Jan 1, 2023
••• Locked
Occurred
Jan 1, 2023
••• Locked

Provenance

Graph: Allocators
Canonical id: dfx:al:3652b037-f98b-4fb2-8c86-ca9afc0b7cdb
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 13 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.