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AllocatorsP•••taft hartley1b-10b

S•••••••• T•••• A••••••••• o• B••••••••• I••••••••• • I••••••••• L••••••••• A••••••••• P•••••• P•••

Allocators

B••••••••, MD

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:3c864f9d-2fbe-43bc-b0c6-a244625255b1

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, 4:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 11
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: $1.1Blatest reading; see basis
Assets as of: Sep 30, 2025
Assets basis: REPORTED
Funded ratio: 149%
Participants: 3,382
Commitments: 14with an amount; holdings are counted apart
Managers: 5
Funds: 7
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	V••••	As of	Kind	Source
R•••••• 1••• G••••• I••••	N••••••• T•••• I••••••••• I•••	Pooled vehicle	$196M	Sep 30, 2025	Collective trust	Dol form 5500 pension
P••• I••••••••• T••• H••• Y••••	P••• A••••••• G••••	Fixed income

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	0	$5.0M	Sep 30, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
I••••••••• P••••••••• S•••••••	General consultant	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension
B•••••••• I••••••••• T•••• C••••	trustee	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
W•••••••• C•••••• M••••••••• C••	n/a	Sep 30, 2025	n/a	yes	fact
P••• A••••••• G••••	n/a	Sep 30, 2025	n/a	yes	fact
B•••••••• I••••• T•••• C••••••• N••	n/a

Relationships

Manages for (16)

← W•••••••• C•••••• M••••••••• C••Manager with allocator capital
Sep 30, 2025 to presentfactForm 5500
← B•••••••• I••••••••• T•••• C••••••• N•••Manager with allocator capital
Sep 30, 2024 to presentfactForm 5500
← P••• A••••••• G••••Investment consultant
Sep 30, 2025 to presentfactForm 5500
← B•••••••• I••••• T•••• C••••••• N••Manager with allocator capital

Dated events

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

Occurred
Dec 31, 2024
Manager relationship ended
••• Locked
C••• M••••Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Manager relationship started
••• Locked
M•••••• F•••••••• S•••••••• I•••Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Manager relationship started
••• Locked
N••••••• T•••• I••••••••• I•••Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:3c864f9d-2fbe-43bc-b0c6-a244625255b1
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 13 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.