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

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AllocatorsP•••taft hartley1b-10b

E••••• P•••••• P•••

Allocators

Portland, OR

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Search this name across graphsid dfx:al:3a618017-dc84-4634-ace8-2933a5699761

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, 6:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 8
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: $1.0Blatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 96%
Participants: 7,961
Commitments: 53with an amount; holdings are counted apart
M•••gers: 9
Funds: 20
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; showing 25 of 53

Vehicle	M•••ger	Bucket	Value	As of	Kind	Source
L••••• S••••• C••• P••• F••••	L••••• S•••••	Fixed income	$61.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
M•• I••••••••• G••••• F•••	M•• H••••••• T•••• C••••••	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; 22 rows folded into 8

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	5	$47.8M	Dec 31, 2024	Derived
U.S. Government securities	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
M•• H••••••• T•••• C••••••	trustee	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
M•••••••• I•••	actuary	Jan 1, 2022	Dec 31, 2022	no	fact

M•••gers

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

M•••ger	Mandate	From	To	Current	Evidence
H••••••••• P••••••• L•	n/a	Dec 31, 2024	n/a	yes	fact
L••••• S•••••	n/a	Dec 31, 2023	n/a	yes	fact

Relationships

Manages for (14)

← H••••••••• P••••••• L•Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← L••••• S•••••Manager with allocator capital
Dec 31, 2023 to presentfactForm 5500
← Q•••• I••••••••• M••••••••• L••Investment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← M•• H••••••• T•••• C••••••

Dated events

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

Occurred
Dec 31, 2024
Manager relationship started
T• R••• P•••• Group, Inc appears on E••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
T• R••• P••••Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
E••••• P•••••• P••• no longer reports H••••••••• I•••• P•••••• E••••• V• (last held $3,506 at 2023-12-31; absent from the 2024-12-31 filing)
H••••••••• I•••• P•••••• E••••• V•Form 5500observed 6 days ago
$3,506
Occurred
Dec 31, 2023
Manager relationship ended
V••• Investments Trust Co no longer appears on E••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)

Provenance

Graph: Allocators
Canonical id: dfx:al:3a618017-dc84-4634-ace8-2933a5699761
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.