I••• L•••• 5•• P•••••• P•••

Allocators

Canfield, OH

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Search this name across graphsid dfx:al:41393fbc-f582-4967-978b-600a55201ea3

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 4:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 7
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: $61.2Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 92%
Participants: 487
Commitments: 12with an amount; holdings are counted apart
Managers: 3
Funds: 4
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
E••••• G•••• T••••	M•••• C•••••••••	Public equity	$30.2M	Dec 31, 2024	103 12 ie	Dol form 5500 pension
E••••• G•••• T••••	M•••• C•••••••••	Public equity	$28.5M

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	$522,757	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
C•••••••	custodian	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
A•••••••	actuary	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
M•••• C•••••••••	n/a	Dec 31, 2023	n/a	yes	fact
U••••• I••••••••• A•••••••• I•••	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
N••••••• R••• E••••• A•••••••	Investment management

Relationships

Manages for (4)

← M•••• C•••••••••Manager with allocator capital
Dec 31, 2023 to presentfactForm 5500
← N••••••• T•••• C••••••Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← N••••••• R••• E••••• A•••••••Investment consultantInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500
← U••••• I••••••••• A•••••••• I•••

Dated events

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

Occurred
Dec 31, 2024
Manager relationship started
U••••• I••••••••• A•••••••• I••• appears on I••• L•••• 5•• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
U••••• I••••••••• A•••••••• I•••Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Manager relationship started
C••••••• appears on I••• L•••• 5•• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
C•••••••Form 5500observed 7 days ago
Occurred
Dec 31, 2023
Consultant changed
M•••• C••••••••• Group no longer appears on I••• L•••• 5•• P•••••• P•••'s Schedule C as general consultant (plan year 2023 vs 2022)

Provenance

Graph: Allocators
Canonical id: dfx:al:41393fbc-f582-4967-978b-600a55201ea3
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 1 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.