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AllocatorsPlancorporate pension<100m

The Pension Plan of Community Action Organization of Erie County, Inc.

Allocators

Buffalo, NY

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Search this name across graphsid dfx:al:3cf0731c-4b82-4bca-a07a-1c32e9c36c94

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 12:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
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: $5.5Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 84%
Participants: 158
Commitments: 24with an amount; holdings are counted apart
Managers: 1
Funds: 8
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

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

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$2.7M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$2.6M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$2.5M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Intl Equity Index Sa-Z	Principal	Public equity	$1.0M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Intl Equity Index Sa-Z	Principal	Public equity	$998,336	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Intl Equity Index Sa-Z	Principal	Public equity	$851,274	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$700,896	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$555,440	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$544,570	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$518,827	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$420,558	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Smcap S&p 600 Index Sa-Z	Principal	Pooled vehicle	$419,665	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Smcap S&p 600 Index Sa-Z	Principal	Pooled vehicle	$380,040	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Smcap S&p 600 Index Sa-Z	Principal	Pooled vehicle	$329,839	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Glbl Emerg Markets Sa-Z	Principal	Pooled vehicle	$310,745	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Glbl Emerg Markets Sa-Z	Principal	Pooled vehicle	$288,386	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Glbl Emerg Markets Sa-Z	Principal	Pooled vehicle	$257,456	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Ldi Short Dur Sep Acct-Z	Principal	Pooled vehicle	$185,588	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Ldi Short Dur Sep Acct-Z	Principal	Pooled vehicle	$175,841	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Short Dur Sep Acct-Z	Principal	Pooled vehicle	$166,521	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Ldi Ext Dur Sep Acct-Z	Principal	Pooled vehicle	$104,013	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Ext Dur Sep Acct-Z	Principal	Pooled vehicle	$102,993	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$92,530	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Ldi Ext Dur Sep Acct-Z	Principal	Pooled vehicle	$91,017	Dec 31, 2024	Separate account	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	2	$118,542	Dec 31, 2024	Derived
Pooled separate accounts	n/a	n/a	n/a	96	$5.3M	Dec 31, 2024	Derived

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
USI Consulting Group	actuary	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Burke Group / Usi Consulting Group	actuary	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Burke Group	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Community Action Organization of Western New York, Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ Burke GroupInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Burke Group / Usi Consulting GroupInvestment consultantactuary
Jan 1, 2023 to Dec 31, 2023factForm 5500
→ USI Consulting GroupInvestment consultantactuary
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

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

Show 3 bookkeeping events

Occurred
Jan 1, 2024
The Pension Plan of Community Action Organization of Erie County, Inc. funded ratio 80.0% -> 84.3% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
The Pension Plan of Community Action Organization of Erie County, Inc. plan assets $7M -> $5M (-27.4%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
The Pension Plan of Community Action Organization of Erie County, Inc. funded ratio 106.7% -> 80.0% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:3cf0731c-4b82-4bca-a07a-1c32e9c36c94
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 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.

The Pension Plan of Community Action Organization of Erie County, Inc.

Allocators

Buffalo, 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:3cf0731c-4b82-4bca-a07a-1c32e9c36c94

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