DFX Intelligence

N•••••• W••••• H••••• P•••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

N•••••• W••••• H••••• P•••••• P•••

Allocators

Atlanta, GA

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:54f06fc3-ea3b-42f8-a4dc-318083cb8926

Data as of Sep 16, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 3:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: Sep 15, 2026 to Sep 16, 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: $9.6Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 100%
Participants: 160
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Master trust investment accounts	n/a	n/a	n/a	98	$9.4M	Dec 31, 2024	Derived

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
P••••••••	Directed trustee	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
C••••••••• P•••••••• L••	General consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
C••••••••• P•••••••• L••	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
M••••• I••••••••• L••	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← N•••••• CorporationPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ C••••••••• P•••••••• L••Investment consultantGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ W•••• F•••• B•••Investment consultantDirected trustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→

Dated events

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

Occurred
Dec 31, 2024
Manager relationship started
M••••• I••••••••• L•• appears on N•••••• W••••• H••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
M••••• I••••••••• L••Form 5500observed 7 days ago

Show 3 bookkeeping events

Occurred
Jan 1, 2024
N•••••• W••••• H••••• P•••••• P••• funded ratio 95.1% -> 100.1% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
N•••••• W••••• H••••• P•••••• P••• funded ratio 114.4% -> 95.1% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
N•••••• W••••• H••••• P•••••• P••• plan assets $14M -> $10M (-26.8%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:54f06fc3-ea3b-42f8-a4dc-318083cb8926
First observed: Sep 15, 2026
Last observed: Sep 16, 2026 5 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.