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AllocatorsP•••corporate pension<100m

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Allocators

SAN Juan

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:597f0657-a7a6-43ef-80d0-017c5ea7a019

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 23, 2026, 7:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 3
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: $15.2Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 82%
Participants: 1,908
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
Interest-bearing cash	n/a	n/a	n/a	6	$957,013	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	93

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
M•••••	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← P••••• R••• T•••••••• C••••••Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (1)

→ M•••••Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Show 3 bookkeeping events

Occurred
Dec 31, 2024
••• Locked
Occurred
Jan 1, 2023
••• Locked
Occurred
Jan 1, 2023
••• Locked

Provenance

Graph: Allocators
Canonical id: dfx:al:597f0657-a7a6-43ef-80d0-017c5ea7a019
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 7 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.