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S•••• M•••• W•••••• L•••• U•••• N• 7• P•••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••Taft hartley<100MTaft hartley

S•••• M•••• W•••••• L•••• U•••• N• 7• P•••••• P•••

Allocators

Buffalo, NY

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Search this name across graphs

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, 5:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
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: $63.7Mlatest reading; see basis
Assets as of: May 31, 2025
Assets basis: REPORTED
Funded ratio: 96%
Participants: 782
Commitments: 29with an amount; holdings are counted apart
Managers: 12
Funds: 13
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
W•••••• I• C••• B••• P•••	W••••••••• T•••• C••••••• N•	Fixed income	$11.4M	May 31, 2025	Collective trust	Dol form 5500 pension
W•••••• I• C••• B••• P•••	W••••••••• T•••• C••••••• N•	Fixed income

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	1	$731,158	May 31, 2025	Derived
Partnership/joint venture interests	n/a	n/a	n/a	17

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
S•••• M•••• A•••••••	Investment adviser	Jun 1, 2022	May 31, 2023	no	fact	Dol form 5500 pension
T•• S•••• C•• ••••••• S•••••• I•••	actuary	Jun 1, 2022	May 31, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
M••••• S••••••	n/a	May 31, 2025	n/a	yes	fact
P••••• • R••••	n/a	May 31, 2023	n/a	yes	fact
P••••	n/a

Relationships

Manages for (9)

← P••••• • R••••Manager with allocator capital
May 31, 2023 to presentfactForm 5500
← M••••• S••••••Manager with allocator capital
May 31, 2025 to presentfactForm 5500
← P••••Investment consultant
May 31, 2023 to presentfactForm 5500
← A••••••• E••••••• M••••••Manager with allocator capitalInvestment management

Dated events

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

Order

Occurred
31 Dec 2024
Consultant changed
••• Locked
S••Form 5500
Occurred
31 May 2024
Holding in a pooled vehicle ended3 events
S•••• M•••• W•••••• L•••• U•••• N• 7• P•••••• P•••: holding in a pooled vehicle ended, 3 funds, on 31 May 2024
$504K to $3.2M
- ••• Locked (S•• T•••• C••••••)$3.2M
- ••• Locked (P•••• C••••••••• I••••••••• T••••)$504K
- ••• Locked (A••••••• A•••• M•••••••••)$2.4M
Occurred
31 May 2024
Holding in a pooled vehicle started
••• Locked
A•••••••Form 5500
$2.9M

Provenance

Graph: Allocators
Canonical id
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 27 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.

All 25 rows

Vehicle	Manager	Bucket	Value	As of	Kind	Source
L••••• S••••• S•••• M••••• C••• T••	L••••• S•••••	Pooled vehicle	$4.4M	May 31, 2025	Collective trust	Dol form 5500 pension
L••••• S••••• S•••• M••••• C••• T••	L••••• S•••••	Pooled vehicle	$3.6M	May 31, 2023	Collective trust	Dol form 5500 pension
I••••• C••••••••• I••••••••• T••••	S•• T•••• C••••••	Pooled vehicle	$3.2M	May 31, 2023	Collective trust	Dol form 5500 pension
A••••••• E••••••• M•••••• E••••• F•	A•••••••	Public equity	$3.2M	May 31, 2025	103 12 ie	Dol form 5500 pension
E••••••• M•••••• B•••••• C••• F•	P••••• • R••••	Public equity	$3.1M	May 31, 2025	Collective trust	Dol form 5500 pension
M••••• S•••••• C••••••••• I••••••••	M••••• S••••••	Pooled vehicle	$3.1M	May 31, 2025	Collective trust	Dol form 5500 pension
W•••••• B•••• E••••••• M•••••• G•••	G••••• T•••• C••••••	Public equity	$3.0M	May 31, 2025	Collective trust	Dol form 5500 pension
A••••••• E••••••• M•••••• E••••• F•	A•••••••	Public equity	$2.9M	May 31, 2024	103 12 ie	Dol form 5500 pension
M••••• S•••••• C••••••••• I••••••••	M••••• S••••••	Pooled vehicle	$2.9M	May 31, 2024	Collective trust	Dol form 5500 pension
E••••••• M•••••• B•••••• C••• F•	P••••• • R••••	Public equity	$2.8M	May 31, 2024	Collective trust	Dol form 5500 pension
W•••••• B•••• E••••••• M•••••• G•••	G••••• T•••• C••••••	Public equity	$2.8M	May 31, 2024	Collective trust	Dol form 5500 pension
M••••• S•••••• C••••••••• I••••••••	M••••• S••••••	Pooled vehicle	$2.6M	May 31, 2023	Collective trust	Dol form 5500 pension
E••••••• M•••••• B•••••• C••• F•	P••••• • R••••	Public equity	$2.6M	May 31, 2023	Collective trust	Dol form 5500 pension
E••••••• M•••••• E••••• F•••	A••••••• A•••• M•••••••••	Public equity	$2.4M	May 31, 2023	103 12 ie	Dol form 5500 pension
W•••••• B•••• E••••••• M•••••• G•••	G••••• T•••• C••••••	Public equity	$2.1M	May 31, 2023	Collective trust	Dol form 5500 pension