DFX Intelligence

M••• M•••••• C•••••• R••••••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

M••• M•••••• C•••••• R••••••••• P•••

Allocators

Arlington, VT

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:3f797de2-5e49-45c5-86f2-00b4ab9aec34

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, 5:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
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: $0latest reading; see basis
Assets as of: Jun 30, 2024
Assets basis: REPORTED
Funded ratio: 103%
Participants: 448
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
U.S. Government securities	n/a	n/a	n/a	19	$8.6M	Jun 30, 2023	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	28

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
H•• I•••••••••	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← M••• M•••••• CompanyPlan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (1)

→ H•• I•••••••••Investment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

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

Show 1 bookkeeping events

Occurred
Jun 30, 2024
M••• M•••••• C•••••• R••••••••• P••• total assets $44M -> $0 (-100.0%, 2023-06-30 to 2024-06-30)

Provenance

Graph: Allocators
Canonical id: dfx:al:3f797de2-5e49-45c5-86f2-00b4ab9aec34
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 7 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.