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AllocatorsP•••corporate pension<100m

E••••••• M••••••• H••••••• R••••••••• P•••

Allocators

Evanston, IL

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Search this name across graphsid dfx:al:4f94c104-7104-469c-8398-c6ea86172f65

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, 11:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 7
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: $0latest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 113%
Participants: 3,022
Commitments: 2with 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	Value	As of	Kind	Source
S•• C••• P••••••• C••••••••• I•• T•	S•• I••••••••• M••••••••• C•••	Real estate	$35.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension
S•• C••• P••••••• C••••••••• I•• T•	S•• I••••••••• M••••••••• C•••	Real estate

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	0	$592,225	Dec 31, 2023	Derived
U.S. Government securities	n/a	n/a	n/a	27

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
M•••••	actuary	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
B•• H••••• B•••• N•••	General consultant	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
S•• I••••••••• M••••••••• C•••	n/a	Dec 31, 2023	n/a	yes	fact

Relationships

Manages for (1)

← S•• I••••••••• M••••••••• C•••Manager with allocator capital
Dec 31, 2023 to presentfactForm 5500

Sponsors (1)

← E••••••• M••••••• H•••••••Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (8)

→ F••••••• I••••••••• A•••• M••• T•Manager with allocator capitalactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
••• Locked
W••••• L••Form 5500observed 8 days ago
Occurred
Dec 31, 2023
Consultant changed
••• Locked
F•••••••• A••••••• L••Form 5500observed 8 days ago
Occurred
Dec 31, 2023
Consultant changed
••• Locked
W••••• L••Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:4f94c104-7104-469c-8398-c6ea86172f65
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 20 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.