DFX Intelligence

Data Factory

E••••••••• P•••••• P•••• I••• 9••: P••• on the allocators graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.

AllocatorsP•••taft hartley<100m

E••••••••• P•••••• P•••• I••• 9••

Allocators

Baton Rouge, LA

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:370d73af-7212-4131-8b73-767110fb2e74

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, 9:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 27
Dated events: 9
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: $77.7Mlatest reading; see basis
Assets as of: Sep 30, 2025
Assets basis: REPORTED
Funded ratio: 72%
Participants: 1,376
Commitments: 18with an amount; holdings are counted apart
Managers: 8
Funds: 7
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	V••••	As of	Kind	Source
N••••••••• T•••• C•••••• I•••••••••	N•••••• L••	Pooled vehicle	$10.6M	Sep 30, 2025	Collective trust	Dol form 5500 pension
W••••••••• C•• I• Q•••••• V•••• S•	W••••••••• T•••• C••••••• N•	Pooled vehicle

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 31 rows folded into 10

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$908,941	Sep 30, 2025	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
R••••••• C•••••• M••••••••• I•••	Investment adviser	Oct 1, 2024	Sep 30, 2025	no	fact	Dol form 5500 pension
I••••••••• P••••••••• S•••••••	General consultant	Oct 1, 2023	Sep 30, 2024	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
H•••••• J•••••••	n/a	Sep 30, 2025	n/a	yes	fact
N•••••• L••	n/a	Sep 30, 2025	n/a	yes	fact

Relationships

Manages for (16)

← H•••••• J•••••••Manager with allocator capital
Sep 30, 2025 to presentfactForm 5500
← L••••• A•••• M••••••••• L••Investment consultant
Sep 30, 2025 to presentfactForm 5500
← H•••••• J••••••• G••••• A•••••••Investment consultantInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500
← N•••••• L••Manager with allocator capital

Dated events

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

Occurred
Dec 31, 2023
Consultant changed
R••••••• C•••••• M••••••••• appears on E••••••••• P•••••• P•••• I••• 9••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
P•••••• B••• F•••Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Manager relationship started
Chevy Chase Trust Company appears on E••••••••• P•••••• P•••• I••• 9••'s Schedule C as investment manager (plan year 2023 vs 2022)
A•• A••••••••• R••• E•••••Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Manager relationship ended
A•• C•••••• M••••••••• L•• no longer appears on E••••••••• P•••••• P•••• I••• 9••'s Schedule C as investment manager (plan year 2023 vs 2022)

Provenance

Graph: Allocators
Canonical id: dfx:al:370d73af-7212-4131-8b73-767110fb2e74
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.