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T•••••••• L•••• U•••• N•• 7•• P•••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••taft hartley100m-1b

T•••••••• L•••• U•••• N•• 7•• P•••••• P•••

Allocators

Park Ridge, IL

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:52808c30-fbc2-424f-90a9-88adc3397bc2

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, 10:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 19
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

T•••• assets: $607Mlatest reading; see basis
Assets as of: Feb 28, 2025
Assets basis: REPORTED
Funded ratio: 101%
Participants: 6,588
Commitments: 21with an amount; holdings are counted apart
Managers: 9
Funds: 13
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

Vehicle	Manager	Bucket	Value	As of	Kind	Source
S•••• S••••• M••• E••• I•••• N•••••	S•••• S••••• G••••• A••••••• T•••• C••••••	Pooled vehicle	$52.7M	Feb 28, 2023	Collective trust	Dol form 5500 pension
C••••••• S•••• C•• I•••• F•••	C••••••• B•••

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 33 rows folded into 11

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$1.2M	Feb 28, 2025	Derived
Non-interest-bearing cash	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
F••••• • F•••••	actuary	Mar 1, 2024	Feb 28, 2025	no	fact	Dol form 5500 pension
S•••••••• C•••••• I•• A•••••••	Investment adviser	Mar 1, 2023	Feb 29, 2024	no

Managers

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

Manager	Mandate	From	To	Current	Evidence
N••••••• I••••••••• S••• o• A•••	n/a	Feb 29, 2024	n/a	yes	fact
B•••••••• I••••• T•••• C••••••• N••	n/a	Feb 28, 2023	n/a	yes	fact

Relationships

Manages for (8)

← C••••••• B•••Investment consultant
Feb 28, 2023 to presentfactForm 5500
← N••••••• I••••••••• S••• o• A•••Manager with allocator capitalInvestment management
Mar 1, 2022 to Feb 28, 2023factForm 5500
← B•••••••• I••••• T•••• C••••••• N••Manager with allocator capital
Feb 28, 2023 to presentfactForm 5500
← R••••• B••••• P•••••••Manager with allocator capital

Dated events

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

Occurred
Dec 31, 2024
Manager relationship ended
B•••••••• I••••••••• Trust Co. no longer appears on T•••••••• L•••• U•••• N•• 7•• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
B•••••••• I••••••••• T•••• C••••Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship ended
R••••• B••••• P••••••• no longer appears on T•••••••• L•••• U•••• N•• 7•• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
R••••• B••••• P•••••••Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship ended
B•• M••••• no longer appears on T•••••••• L•••• U•••• N•• 7•• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)

Provenance

Graph: Allocators
Canonical id: dfx:al:52808c30-fbc2-424f-90a9-88adc3397bc2
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.