DFX Intelligence

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AllocatorsPlantaft hartley<100m

O••• L•••• N• 1• O•••••••• P••••••••• a•• C••••• M••••• P•••••• F•••

Allocators

Canfield, OH

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:50c92967-d848-4562-a15f-172f23b573c1

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 7:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 10
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: $31.2Mlatest reading; see basis
Assets as of: Apr 30, 2025
Assets basis: REPORTED
Funded ratio: 97%
Participants: 518
Commitments: 5with an amount; holdings are counted apart
Managers: 2
Funds: 2
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
S••••••• A•••••• J•	U••••• I••••••••• A•••••••• I•••	Pooled vehicle	$1.2M	Apr 30, 2025	Separate account	Dol form 5500 pension
S••••••• A•••••• J•	U••••• I••••••••• A•••••••• I•••	Pooled vehicle

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	$1.6M	Apr 30, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	4

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
U••••• I••••••••• A•••••••	custodian	May 1, 2024	Apr 30, 2025	no	fact	Dol form 5500 pension
P•• F•••••••• S••••••• G••••• I•••	custodian	May 1, 2024	Apr 30, 2025	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
M•••••• • N••••• A•••••••• L••	Investment management	May 1, 2022	Apr 30, 2023	no	fact

Relationships

Sponsors (1)

← BD of Trustees O••• L•••• No 1Plan sponsorPlan sponsor
May 1, 2022 to presentfactForm 5500

Advised by (7)

→ M•••••• ••••••Manager with allocator capitalInvestment adviser
May 1, 2022 to Apr 30, 2023factForm 5500
→ C•••• R••• • S•••••Investment consultantactuary
May 1, 2022 to Apr 30, 2023factForm 5500

Dated events

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

Occurred
Apr 30, 2025
Holding in a pooled vehicle ended
O••• L•••• N• 1• O•••••••• P••••••••• a•• C••••• M••••• P•••••• F••• no longer reports A•••••• H•••••• I••••••••• T•••• (A•••••• H•••••• I••) (last held $721,047 at 2024-04-30; absent from the 2025-04-30 filing)
A•••••• H•••••• I••Form 5500observed 7 days ago
$721,047
Occurred
Dec 31, 2024
Manager relationship started
U••••• Investment Services appears on O••• L•••• N• 1• O•••••••• P••••••••• a•• C••••• M••••• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)
U••••• I••••••••• A•••••••Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Manager relationship started

Provenance

Graph: Allocators
Canonical id: dfx:al:50c92967-d848-4562-a15f-172f23b573c1
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 4 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.