DFX Intelligence

C••••••• U••••••••• R••••••••• P••• • L•••• 2••• T•••••••• W•••••• U•••• o• A••••••: 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 pension100m-1b

C••••••• U••••••••• R••••••••• P••• • L•••• 2••• T•••••••• W•••••• U•••• o• A••••••

Allocators

NEW York, NY

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:39393346-8309-45af-b314-de561c61c6a6

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, 7:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
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: $176Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 80%
Participants: 1,704
Commitments: 22with an amount; holdings are counted apart
Managers: 3
Funds: 8
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
M••• A••• I•••• N• F•••	S•••• S••••• G••••• A••••••• T•••• C••••••	Pooled vehicle	$42.4M	Jun 30, 2025	Collective trust	Dol form 5500 pension
2• Y• U• H••• Q•••••• C••• B••• N•	S•••• S••••• G••••• A••••••• T••••	Fixed income

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Common/collective trusts	n/a	n/a	n/a	100	$176M	Jun 30, 2025	Derived

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
S•••• S••••• G••••• A•••••••	custodian	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
W••••• T••••• W••••• U• L••	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
S•••• S••••• G••••• A••••••• T••••	n/a	Jun 30, 2025	n/a	yes	fact
S•••• S••••• G••••• A••••••• T•••• C••••••	n/a	Jun 30, 2025	n/a	yes	fact

Relationships

Manages for (2)

← S•••• S••••• G••••• A••••••• T•••• C••••••Manager with allocator capital
Jun 30, 2025 to presentfactForm 5500
← S•••• S••••• G••••• A••••••• T••••Investment consultant
Jun 30, 2025 to presentfactForm 5500

Sponsors (1)

← T••••••• o• C••••••• U•••••••••AllocatorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (2)

Dated events

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

Occurred
Jun 30, 2024
Holding in a pooled vehicle ended
••• Locked
S•••• S••••• G••••• A••••••• T••••Form 5500observed 7 days ago
$4.9M

Show 2 bookkeeping events

Occurred
Jul 1, 2024
••• Locked
Occurred
Jul 1, 2023
••• Locked

Provenance

Graph: Allocators
Canonical id: dfx:al:39393346-8309-45af-b314-de561c61c6a6
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.