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T••••••••• a•• T••••• S•••••• L•••• 7•• P•••••• F•••: plan on the allocators graph | DFX Data Factory

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AllocatorsPlantaft hartley100m-1b

T••••••••• a•• T••••• S•••••• L•••• 7•• P•••••• F•••

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:3bca4a91-d849-4842-a824-86cdbdd88b49

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, 11:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
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: $120Mlatest reading; see basis
Assets as of: Aug 31, 2025
Assets basis: REPORTED
Funded ratio: 96%
Participants: 676
Commitments: 61with an amount; holdings are counted apart
Managers: 4
Funds: 22
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	V••••	As of	Kind	Source
C•••• P•• T• F• •••• Q••• L•• C•••	J• M••••• C••••	Pooled vehicle	$18.8M	Aug 31, 2025	Collective trust	Dol form 5500 pension
J•••• G••••• S••••• E••••• F•••	J• M••••• C••••	Public equity	$15.6M

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	$906,231	Aug 31, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
J••• M••••• I••••••••• M•••••••••	Investment adviser	Sep 1, 2022	Aug 31, 2023	no	fact	Dol form 5500 pension
T•• S•••• C•• ••••••• S•••••• I•••	actuary	Sep 1, 2022	Aug 31, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
J• M••••• C••••	n/a	Aug 31, 2023	n/a	yes	fact

Relationships

Manages for (1)

← J• M••••• C••••Manager with allocator capital
Aug 31, 2023 to presentfactForm 5500

Sponsors (1)

← T••••••••• • T••••• S•••••• L•••• 7•• P•••••• F••• B• o• T•••••••Plan sponsorPlan sponsor
Sep 1, 2022 to presentfactForm 5500

Advised by (5)

→ J••• M••••• I••••••••• M•••••••••Investment consultantInvestment adviser
Sep 1, 2022 to Aug 31, 2023factForm 5500

Dated events

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

Show 4 bookkeeping events

Occurred
Aug 31, 2025
T••••••••• a•• T••••• S•••••• L•••• 7•• P•••••• F••• no longer reports J•••• C••• P••• B••• F••• (last held $5M at 2024-08-31; absent from the 2025-08-31 filing)
Occurred
Aug 31, 2025
T••••••••• a•• T••••• S•••••• L•••• 7•• P•••••• F••• first reports an interest in C•••• P•• T• F• •••• Q••• L•• C•••: $19M at 2025-08-31
Occurred
Aug 31, 2025
T••••••••• a•• T••••• S•••••• L•••• 7•• P•••••• F••• no longer reports J•••• M••••••• P•••••• P••• F••• (last held $2M at 2024-08-31; absent from the 2025-08-31 filing)
Occurred
Aug 31, 2025
T••••••••• a•• T••••• S•••••• L•••• 7•• P•••••• F••• no longer reports J•••• C••• B••• F••• (J• M••••• C••• B••• F•••) (last held $9M at 2024-08-31; absent from the 2025-08-31 filing)

Provenance

Graph: Allocators
Canonical id: dfx:al:3bca4a91-d849-4842-a824-86cdbdd88b49
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.