DFX Intelligence

Data Factory

V••• R••••••••• P•••: 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•••corporate pension1b-10b

V••• R••••••••• P•••

Allocators

SAN Francisco, CA

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:37319da1-1a29-4439-82a2-9f16e849aad6

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, 11:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 5
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: $1.6Blatest reading; see basis
Assets as of: Sep 30, 2025
Assets basis: REPORTED
Funded ratio: 181%
Participants: 6,148
Commitments: 6with an amount; holdings are counted apart
Managers: 1
Funds: 2
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
V••• I•••• 5•• I•••• T••••	V••••••• F•••••••• T•••• C••••••	Pooled vehicle	$310M	Sep 30, 2024	Collective trust	Dol form 5500 pension
V••• I•••• 5•• I•••• T••••	V••••••• F•••••••• T•••• C••••••	Pooled vehicle

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	1	$9.2M	Sep 30, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
F••••••• M•••••••••	Pension consultant	Oct 1, 2024	Sep 30, 2025	no	fact	Dol form 5500 pension
W••••• T••••• W••••• U• L••	actuary	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
V••••••• F•••••••• T•••• C••••••	n/a	Sep 30, 2025	n/a	yes	fact
P•••••• I••••••• M••••••••• C• L••	Investment management	Oct 1, 2022	Sep 30, 2023	no	fact

Relationships

Manages for (2)

← V••••••• F•••••••• T•••• C••••••Investment consultant
Sep 30, 2025 to presentfactForm 5500
← P•••••• I••••••• M••••••••• C• L••Manager with allocator capitalInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500

Sponsors (1)

← V••• Inc.Plan sponsorPlan sponsor
Oct 1, 2022 to presentfactForm 5500

Advised by (4)

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
F••••••• Workplace appears on V••• R••••••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)
F••••••• M•••••••••Form 5500observed 7 days ago

Show 4 bookkeeping events

Occurred
Oct 1, 2024
V••• R••••••••• P••• plan assets $1.0B -> $1.2B (+18.5%, 2023-10-01 to 2024-10-01)
Occurred
Oct 1, 2024
V••• R••••••••• P••• funded ratio 160.1% -> 181.3% (2023-10-01 to 2024-10-01)
Occurred
Sep 30, 2024
V••• R••••••••• P••• total assets $1.2B -> $1.6B (+34.4%, 2023-09-30 to 2024-09-30)
Occurred
Oct 1, 2023
V••• R••••••••• P••• funded ratio 143.9% -> 160.1% (2022-10-01 to 2023-10-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:37319da1-1a29-4439-82a2-9f16e849aad6
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.