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AllocatorsAllocatorstate retirement systemteachers1b-10b

Montana Teacher Retirement System

Allocators

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:4ca99c90-1645-41f3-a3d5-bdd96e9bbbc8

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 1:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
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: $5.3Blatest reading; see basis
Assets as of: Jun 30, 2024
Assets basis: REPORTED
Participants: 46,991
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 1
Private markets target, %: 29latest policy, percent of assets
Private equity target, %: 15latest policy, percent of assets
Latest policy: Jun 30, 2025
People: 2

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Cash	3	n/a	n/a	n/a	n/a	Jun 30, 2025	Reported
Core Fixed Income	15	n/a	n/a	n/a	n/a	Jun 30, 2025	Reported
Non-Core Fixed Income	6	n/a	n/a	n/a	n/a	Jun 30, 2025	Reported
Private Investments	15	n/a	n/a	n/a	n/a	Jun 30, 2025	Reported
Domestic Equity	30	n/a	n/a	n/a	n/a	Jun 30, 2025	Reported
International Equity	17	n/a	n/a	n/a	n/a	Jun 30, 2025	Reported
Real Assets	5	n/a	n/a	n/a	n/a	Jun 30, 2025	Reported
Real Estate	9	n/a	n/a	n/a	n/a	Jun 30, 2025	Reported

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
RVK, Inc.	General consultant	n/a	Jun 30, 2025	no	fact	Public pension acfr

People

investment staff and board roles as the plan's own site or report names them; Form 5500 fiduciary signers are never published

Person	Title	Role	Asset class	Current	From	Source
Jon Putnam, CFA, FRM, CAIA	Chief Investment Officer	cio	n/a	yes	n/a	Public pension acfr
Shawn Graham	Executive Director	Executive director	n/a	yes	n/a	Public pension acfr

Relationships

Invests for (1)

← Montana Board of InvestmentsInvestment officeStatutory investment authority
factDFX's own graph

Advised by (1)

→ RVK, Inc.Investment consultantGeneral consultant
… to Jun 30, 2025factPlan annual report

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:4ca99c90-1645-41f3-a3d5-bdd96e9bbbc8
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 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.

Montana Teacher Retirement System

Allocators

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:4ca99c90-1645-41f3-a3d5-bdd96e9bbbc8

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Cash

n/a

Jun 30, 2025

Reported

Core Fixed Income

n/a

Jun 30, 2025

Reported

Non-Core Fixed Income

n/a

Jun 30, 2025

Reported

Private Investments

n/a

Jun 30, 2025

Reported

Domestic Equity

n/a

Jun 30, 2025

Reported

International Equity

n/a

Jun 30, 2025

Reported

Real Assets

n/a

Jun 30, 2025

Reported

Real Estate

n/a

Jun 30, 2025

Reported

Consultant

Role

From

Current

Evidence

Source

RVK, Inc.

General consultant

n/a

Jun 30, 2025

fact

Public pension acfr

Person

Title

Role

Asset class

Current

From

Source

Jon Putnam, CFA, FRM, CAIA

Chief Investment Officer

cio

n/a

yes

n/a

Public pension acfr

Shawn Graham

Executive Director

Executive director

n/a

yes

n/a

Public pension acfr