DFX Intelligence

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AllocatorsP•••corporate pension<100m

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Allocators

Schaumburg, 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:38548228-0517-445f-8789-8221cca25ef6

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, 7:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
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: $74.0Mlatest reading; see basis
Assets as of: Mar 31, 2025
Assets basis: REPORTED
Funded ratio: 109%
Participants: 594
Commitments: 3with an amount; holdings are counted apart
Managers: 0
Funds: 1
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	V••••	As of	Kind	Source
L•••• C•• V•••• F••• I•	n/a	Public equity	$1.8M	Mar 31, 2024	Collective trust	Dol form 5500 pension
L•••• C•• V•••• F••• I•	n/a	Public equity	$1.4M	Mar 31, 2023

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	$705,229	Mar 31, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
O•••••••••	Pension consultant	Apr 1, 2024	Mar 31, 2025	no	fact	Dol form 5500 pension
M••••••• J••• H••••••	actuary	Apr 1, 2024	Mar 31, 2025	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← H•••••• H•••••••• A••••••• I•••Plan sponsorPlan sponsor
Apr 1, 2022 to presentfactForm 5500

Advised by (6)

→ S••• A••••••• S••••••• L••• C••Investment consultantInvestment adviser
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ W••••••• I••••••••• L••Investment consultantInvestment adviser
Apr 1, 2022 to Mar 31, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
••• Locked
O•••••••••Form 5500observed 7 days ago

Show 3 bookkeeping events

Occurred
Apr 1, 2024
••• Locked
Occurred
Apr 1, 2023
••• Locked
Occurred
Apr 1, 2023
••• Locked

Provenance

Graph: Allocators
Canonical id: dfx:al:38548228-0517-445f-8789-8221cca25ef6
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 16 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.