DFX Intelligence

I•••••• S•••• C•••••• o• C••••••••• P•••••• F•••: plan on the allocators graph | DFX Data Factory

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AllocatorsPlanTaft hartley1B-10BTaft hartley

I•••••• S•••• C•••••• o• C••••••••• P•••••• F•••

Troy, MI

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 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, 9:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 20
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: $1.4Blatest reading; see basis
Assets as of: Mar 31, 2025
Assets basis: REPORTED
Funded ratio: 80%
Participants: 15,601
Commitments: 22with an amount; holdings are counted apart
Managers: 8
Funds: 9
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
U•• R•••••• 3••• I•••• T••••	I•••••• T•••• C••••••	Pooled vehicle	$267M	Mar 31, 2024	Collective trust	Dol form 5500 pension
U•• R•••••• 3••• I•••• T••••	I•••••• T•••• C••••••	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	3	$38.3M	Mar 31, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
P•• B•••	custodian	Apr 1, 2023	Mar 31, 2024	no	fact	Dol form 5500 pension
M••••• S•••••• S•••• B•••••	Investment adviser	Apr 1, 2023	Mar 31, 2024	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
V•••••• C•••••• M••••••••• I•••	n/a	Mar 31, 2025	n/a	yes	fact

Relationships

Manages for (1)

← V•••••• C•••••• M••••••••• I•••Manager with allocator capital
Mar 31, 2025 to presentfactForm 5500

Sponsors (1)

← B•••• o• T••••••• I•••••• S•••• C•••••• o• C••••••••• P•••••• F•••Plan sponsorPlan sponsor
Apr 1, 2022 to presentfactForm 5500

Advised by (13)

→ M••••• S•••••• S•••• B•••••Manager with allocator capitalcustodian
Apr 1, 2022 to Mar 31, 2023fact

Dated events

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

Order

Occurred
31 Dec 2024
Manager relationship ended3 events
I•••••• S•••• C•••••• o• C••••••••• P•••••• F•••: manager relationship ended, 3 funds, on 31 Dec 2024
- ••• Locked (J••• M••••• I••••••••• M•••••••••)
- ••• Locked (A•• A••••••••• R••• E•••••)
- ••• Locked (S•••• S••••• G••••• A•••••••)
Occurred
31 Dec 2024
Consultant changed
••• Locked
M•••••••• A••••••••• I•••Form 5500
Occurred
31 Mar 2024
Holding in a pooled vehicle started3 events
I•••••• S•••• C•••••• o• C••••••••• P•••••• F•••: holding in a pooled vehicle started, 2 funds, on 31 Mar 2024
$18.3M to $86.6M
- ••• Locked (V•••••• T•••••••• I••••••••• S••)$18.3M
- ••• Locked (L•••• a•• G••••••)$31.3M
- ••• Locked (L•••• a•• G••••••)$86.6M
Occurred
31 Mar 2024
Holding in a pooled vehicle ended
••• Locked
S•••• S••••• G••••• A••••••• T••••Form 5500
$76.2M
Occurred
31 Dec 2023
Manager relationship started7 events
I•••••• S•••• C•••••• o• C••••••••• P•••••• F•••: manager relationship started, 7 funds, on 31 Dec 2023
- ••• Locked (L•• I••• M•••• A••••••• I•••)
- ••• Locked (J••• M••••• I••••••••• M•••••••••)
- ••• Locked (B••••••••• I••••• A••••••• L••)

Provenance

Graph: Allocators
Canonical id
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 30 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 22 rows

Vehicle	Manager	Bucket	Value	As of	Kind	Source
L•••• • G•••••• S•• 6•• C•• F•••	L•••• a•• G••••••	Pooled vehicle	$31.3M	Mar 31, 2024	Collective trust	Dol form 5500 pension
L•••• • G•••••• S•• 6•• C•• F•••	L•••• a•• G••••••	Pooled vehicle	$30.3M	Mar 31, 2025	Collective trust	Dol form 5500 pension
A•• A••••••••• R••• E••••• F•••	A•• A••••••••• R••• E•••••	Real estate	$26.8M	Mar 31, 2023	Collective trust	Dol form 5500 pension
A•• A••••••••• R••• E••••• F•••	A•• A••••••••• R••• E•••••	Real estate	$20.2M	Mar 31, 2024	Collective trust	Dol form 5500 pension
V•••••• T•••••••• I••••••••• S••	V•••••• C•••••• M••••••••• I•••	Pooled vehicle	$19.0M	Mar 31, 2025	Collective trust	Dol form 5500 pension
V•••••• T•••••••• I••••••••• S••	V•••••• C•••••• M••••••••• I•••	Pooled vehicle	$18.3M	Mar 31, 2024	Collective trust	Dol form 5500 pension
A•• A••••••••• R••• E••••• F•••	A•• A••••••••• R••• E•••••	Real estate	$17.9M	Mar 31, 2025	Collective trust	Dol form 5500 pension
A•••••• B••••••• I••••••••• T••••	G•••• G••• T•••• C••••••	Pooled vehicle	$17.9M	Mar 31, 2023	Collective trust	Dol form 5500 pension
A•••••• B••••••• I••••••••• T••••	G•••• G••• T•••• C••••••	Pooled vehicle	$13.0M	Mar 31, 2025	Collective trust	Dol form 5500 pension
A•••••• B••••••• I••••••••• T••••	G•••• G••• T•••• C••••••	Pooled vehicle	$12.7M	Mar 31, 2024	Collective trust	Dol form 5500 pension
C••••••• S••••••••• F•••	C••••••• B•••	cash	$2.5M	Mar 31, 2023	Collective trust	Dol form 5500 pension
C••••••• S••••••••• F•••	C••••••• B•••	cash	$1.1M	Mar 31, 2025	Collective trust	Dol form 5500 pension

All 14 rows

Consultant	Role	From	To	Current	Evidence	Source
M••••• S•••••• S•••• B•••••	custodian	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension
U••••• A•••••••• S•••••••• I•••	actuary	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension
C••••••• B•••	custodian	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension
R•••••• B•••	trustee	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension