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I•••••• L••••••• P•••••• F•••: plan on the allocators graph | DFX Data Factory

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AllocatorsPlantaft hartley1b-10b

I•••••• L••••••• P•••••• F•••

Allocators

Terre Haute, IN

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Search this name across graphsid dfx:al:4d12de59-34b8-41a5-8100-75e9c44d8373

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 12:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 28
Dated events: 8
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: $1.8Blatest reading; see basis
Assets as of: May 31, 2025
Assets basis: REPORTED
Funded ratio: 115%
Participants: 28,651
Commitments: 26with an amount; holdings are counted apart
M•••••rs: 7
Funds: 9
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval; showing 25 of 26

Vehicle	M•••••r	Bucket	Value	As of	Kind	Source
N• C••••••••• R•••••• 3••• I•••• F•	N••••••• T•••• I••••••••• I•••	Pooled vehicle	$480M	May 31, 2025	Collective trust	Dol form 5500 pension
N• C••••••••• R•••••• 3••• I•••• F•	N••••••• T•••• I••••••••• I•••

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 21 rows folded into 7

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$41.1M	May 31, 2025	Derived
U.S. Government securities	n/a	n/a	n/a

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
M•••••••• A••••••••• I•••	Investment adviser	Jun 1, 2022	May 31, 2023	no	fact	Dol form 5500 pension
U••••• A•••••••• S•••••••• I•••	actuary	Jun 1, 2022	May 31, 2023	no

M•••••rs

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

M•••••r	Mandate	From	To	Current	Evidence
N••••••• I••••••••• S••• o• A•••	n/a	May 31, 2025	n/a	yes	fact
N•••••• L••	n/a	May 31, 2025	n/a	yes	fact

Relationships

Manages for (22)

← P••••••••• P•••••••• A•••••••••Manager with allocator capitalInvestment management
Jun 1, 2022 to May 31, 2023factForm 5500
← N•••••• L••Manager with allocator capital
May 31, 2025 to presentfactForm 5500
← N••••••• I••••••••• S••• o• A•••Manager with allocator capitalInvestment management
Jun 1, 2023 to May 31, 2024factForm 5500
← P••••••• G•••• P•••••• E•••••

Dated events

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

Occurred
Dec 31, 2024
Manager relationship started
C•••••••• M••••• M••••• S••••• L••• appears on I•••••• L••••••• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)
C•••••••• M••••• M••••• S••••• L•••Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Partners Group, (USA) Inc. no longer appears on I•••••• L••••••• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)
P••••••• G•••• P•••••• E•••••Form 5500observed 6 days ago
Occurred
May 31, 2024
Holding in a pooled vehicle started
I•••••• L••••••• P•••••• F••• first reports an interest in N••••••••• T•••• C•••••• I•••••••••: $103M at 2024-05-31

Provenance

Graph: Allocators
Canonical id: dfx:al:4d12de59-34b8-41a5-8100-75e9c44d8373
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 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.