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AllocatorsP•••taft hartley<100m

P••••••• • S••••••••• L•••• 1•• P•••••• P•••

Allocators

Houston, TX

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:419dc12d-332e-4559-a490-11eb10720ff9

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 23, 2026, 12:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
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: $54.0Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 130%
Participants: 817
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
Interest-bearing cash	n/a	n/a	n/a	0	$22,941	Jun 30, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	2

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
B•••••• R••••••••	General consultant	Jul 1, 2023	Jun 30, 2024	no	fact	Dol form 5500 pension
R•• W••••• M•••••••••	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← P••••••• • S••••••••• L•••• 1•• P•••••• P•••Plan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (4)

→ R•• W••••• M•••••••••Investment consultantInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ T•• S•••• C• ••••••• S••••••• I•••Investment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Consultant changed
••• Locked
B•••••• R••••••••Form 5500observed 7 days ago

Show 3 bookkeeping events

Occurred
Jun 30, 2025
••• Locked
Occurred
Jul 1, 2024
••• Locked
Occurred
Jun 30, 2024
••• Locked

Provenance

Graph: Allocators
Canonical id: dfx:al:419dc12d-332e-4559-a490-11eb10720ff9
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.