DFX Intelligence

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

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AllocatorsPlantaft hartley10b-100b

C•••••• P•••••• F••• o• t•• I••• • P••••••••• E••••••••

Allocators

Washington, DC

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:5a7aa1a9-7dc2-479f-89f7-99192323d949

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, 8:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 33
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

T•••• assets: $27Blatest reading; see basis
Assets as of: Jan 31, 2025
Assets basis: REPORTED
Funded ratio: 110%
Participants: 230,039
Commitments: 26with an amount; holdings are counted apart
Managers: 7
Funds: 13
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
M••• A••• I•••• S• F••• •••••	S•••• S••••• G••••• A••••••• T••••	Pooled vehicle	$11B	Jan 31, 2025	Collective trust	Dol form 5500 pension
M••• A••• I•••• S• F••• •••••	S•••• S••••• G••••• A••••••• T••••	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	1	$150M	Jan 31, 2025	Derived
U.S. Government securities	n/a	n/a	n/a	8

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
C••••• W•••	Investment adviser	Feb 1, 2024	Jan 31, 2025	no	fact	Dol form 5500 pension
H••••••• L•••	Investment adviser	Feb 1, 2023	Jan 31, 2024	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
C•••• C••••	n/a	Jan 31, 2024	n/a	yes	fact
C•••• C•••• T•••• C••••••	n/a	Jan 31, 2024	n/a	yes	fact
M•••••• C•••• C•••••• P••••••• I••	Investment management

Relationships

Manages for (16)

← C•••• C•••• T•••• C••••••Manager with allocator capital
Jan 31, 2024 to presentfactForm 5500
← C•••• C••••Manager with allocator capital
Jan 31, 2024 to presentfactForm 5500
← D••••••••• C••••••• L•Manager with allocator capitalInvestment management
Feb 1, 2022 to Jan 31, 2023factForm 5500
← M•••••••• C•••••• M•••••••••Manager with allocator capital

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
••• Locked
A••••••• A•••••• L••Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Consultant changed
••• Locked
C••••• W•••Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Consultant changed
••• Locked
F•••••• A••••••• S•••••••• L••Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:5a7aa1a9-7dc2-479f-89f7-99192323d949
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 17 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.