DFX Intelligence

O•••• C•••••• M••••• R••••••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension100m-1b

O•••• C•••••• M••••• R••••••••• P•••

Allocators

Toledo, OH

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Search this name across graphsid dfx:al:575b7f1f-b6a7-46ad-84d0-7e225362f739

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, 12:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 10
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: $337Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 80%
Participants: 6,418
Commitments: 23with an amount; holdings are counted apart
Managers: 5
Funds: 8
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
U••• D••• I•••• F••• E•	B•••••••• I••••• T•••• C••••••• N••	Private credit	$54.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
C•••• a•• S••••• R••• A•••••	C•••• • S••••• C•••••• M•••••••••	Real assets

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	0	$224,907	Dec 31, 2024	Derived
U.S. Government securities	n/a	n/a	n/a	17

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
T•• C•••••••• G••••• L••	Pension consultant	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
B•••••••• F•••••••• M••••••••• I••	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
B•••••••• I••••• T•••• C••••••• N••	n/a	Dec 31, 2023	n/a	yes	fact
S•• M•••••••••	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
T•••• P•••• C•••••• M••••••••• L••	Investment management

Relationships

Manages for (4)

← B•••••••• I••••• T•••• C••••••• N••Manager with allocator capital
Dec 31, 2023 to presentfactForm 5500
← S•• M•••••••••Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← T•••• P•••• C•••••• M••••••••• L••Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← F••••••• I••••••••• A•••• M••• T•

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
M•••••••• Investment Management no longer appears on O•••• C•••••• M••••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
M•••••••• I••••••••• M•••• A•••••••Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Consultant changed
T•• C•••••••• G••••• L•• appears on O•••• C•••••• M••••• R••••••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)
T•• C•••••••• G••••• L••Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Consultant changed
American Express Asset Management no longer appears on O•••• C•••••• M••••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)

Provenance

Graph: Allocators
Canonical id: dfx:al:575b7f1f-b6a7-46ad-84d0-7e225362f739
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.