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S••••••• B•••••• I••• M••••• P•••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

S••••••• B•••••• I••• M••••• P•••••• P•••

Allocators

Middleton, WI

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Search this name across graphsid dfx:al:51deeed9-5108-483d-8a90-f46cfb13b02f

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, 11:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 7
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: $50.2Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 96%
Participants: 1,291
Commitments: 16with an amount; holdings are counted apart
Managers: 2
Funds: 7
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	V••••	As of	Kind	Source
P••••••••• L••• D••••••• G•••••••••	P••••••••• T•••• C••	Fixed income	$6.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
W•••••• A•••• C• P•• B• •••	P••••••••• R••••••••• • A•••••• I••	Pooled vehicle

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Common/collective trusts	n/a	n/a	n/a	13	$6.6M	Dec 31, 2024	Derived
Pooled separate accounts	n/a	n/a	n/a	10

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
U•• F•••••••• S••••••• I•••	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
E••••••	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
P••••••••• T•••• C••	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact

Relationships

Sponsors (1)

← S••••••• B•••••, Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ U•• F•••••••• S••••••• I•••Plan sponsorInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ E••••••Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Manages for (1)

Dated events

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

Occurred
Dec 31, 2024
Manager relationship started
P••••••••• T•••• Co appears on S••••••• B•••••• I••• M••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
P••••••••• T•••• C••Form 5500observed 7 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
S••••••• B•••••• I••• M••••• P•••••• P••• first reports an interest in L•••• C•• G•••••••• M••••• (P••••••••• R••••••••• • A•••••• I••): $4M at 2023-12-31
P••••••••• R••••••••• • A•••••• I••Form 5500observed 6 days ago
$3.9M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
S••••••• B•••••• I••• M••••• P•••••• P••• no longer reports W•••••• A•••• C• P•• B• ••• (P••••••••• R••••••••• • A•••••• I••) (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)

Provenance

Graph: Allocators
Canonical id: dfx:al:51deeed9-5108-483d-8a90-f46cfb13b02f
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.