DFX Intelligence

S•••• M•••• W••••••• L•••• 4• P•••••• F•••: plan on the allocators graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.

AllocatorsPlanTaft hartley100M-1BTaft hartley

S•••• M•••• W••••••• L•••• 4• P•••••• F•••

Rochester, 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 graphs

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 24, 2026, 2:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
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: $109Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 81%
Participants: 869
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	2	$1.7M	Jun 30, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0

Consultants

••• Locked

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

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
B••• C•••••• S••••••••	Investment management	Jul 1, 2024	Jun 30, 2025	no	fact
T•••• P•••• O••••••• F••• L•••	Investment management	Jul 1, 2023	Jun 30, 2024	no	fact
M••••• S•••••• S•••• B•••••• L••	Investment management

Relationships

Sponsors (1)

← S•••• M•••• W•••••• P•••••• F••• 4•Plan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (2)

→ B••••• P••••••• N•• I•••Investment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ B••••• P•••••••• I•••Investment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500

Manages for (12)

Dated events

Order

Occurred
31 Dec 2024
Manager relationship ended
••• Locked
K•• C••••• O••••••••• P••••••••Form 5500
Occurred
31 Dec 2024
Manager relationship started
••• Locked
B••• C•••••• S••••••••Form 5500
Occurred
31 Dec 2023
Manager relationship started2 events
S•••• M•••• W••••••• L•••• 4• P•••••• F•••: manager relationship started, 2 counterparties, on 31 Dec 2023
- ••• Locked (T•••• P•••• O••••••• F••• L•••)
- ••• Locked (M•• A•••••• M•••)

Provenance

Graph: Allocators
Canonical id
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 9 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.

All 12 rows

Manager	Mandate	From	To	Current	Evidence
K•• C••••• O••••••••• P••••••••	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact
D•••• M•••••• C•••••• M•••••••••	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact