DFX Intelligence

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AllocatorsP•••taft hartley<100m

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Allocators

OAK Brook, IL

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:46cba4d5-1210-4a39-a728-15c9c4ccd01e

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, 4:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
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: $84.2Mlatest reading; see basis
Assets as of: Mar 31, 2025
Assets basis: REPORTED
Funded ratio: 125%
Participants: 1,365
Commitments: 3with an amount; holdings are counted apart
Managers: 1
Funds: 1
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	V••••	As of	Kind	Source
S••• C•• V•••• E••••• F•••	P•••••••• G••••• I•••••••• L••	Public equity	$2.2M	Mar 31, 2024	Collective trust	Dol form 5500 pension
S••• C•• V•••• E••••• F•••	P•••••••• G••••• I•••••••• L••	Public equity

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	5	$4.6M	Mar 31, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
C•••	Investment adviser	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension
C•••••• T•••• • I••••••••• C••••••	custodian	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
P•••••••• G••••• I•••••••• L••	n/a	Mar 31, 2023	n/a	yes	fact
W••••• S•••••••• • C••	Investment management	Apr 1, 2022	Mar 31, 2023	no	fact
R••••••• A•••••••	Investment management

Relationships

Manages for (3)

← P•••••••• G••••• I•••••••• L••Investment consultant
Mar 31, 2023 to presentfactForm 5500
← W••••• S•••••••• • C••Manager with allocator capitalInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
← R••••••• A•••••••Manager with allocator capitalInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500

Sponsors (1)

Dated events

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

Show 4 bookkeeping events

Occurred
Apr 1, 2024
••• Locked
Occurred
Apr 1, 2024
••• Locked
Occurred
Mar 31, 2024
••• Locked
Occurred
Apr 1, 2023
••• Locked

Provenance

Graph: Allocators
Canonical id: dfx:al:46cba4d5-1210-4a39-a728-15c9c4ccd01e
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.