DFX Intelligence

A•• • R••••• H• L•••• C••••••••• H••••••• o• C•••••• V•••• G••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••Corporate pension100M-1BCorporate pension

A•• • R••••• H• L•••• C••••••••• H••••••• o• C•••••• V•••• G••••• P•••

C••••••, IL

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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 24, 2026, 10:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 12
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: $144Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 98%
Participants: 3,678
Commitments: 11with an amount; holdings are counted apart
Managers: 3
Funds: 11
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	V••••	As of	Kind	Source
A•• L••• C••••• B••• F•••	A•• T•••• C•••••• L••	Private credit	$87.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
A•• L••• C••••• B••• F•••	A•• T•••• C•••••• L••	Private credit

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	$570	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	100

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
W••••• T••••• W••••• U• L••	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
A•• I••••••••• U•• I••	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
N•••	n/a	Dec 31, 2024	n/a	yes	fact

Relationships

Manages for (1)

← N•••Manager with allocator capital
Dec 31, 2024 to presentfactForm 5500

Sponsors (1)

← C••••••••• H••••••• o• C•••••• M•••••• C•••••Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ W••••• T••••• W••••• U• L••Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Order

Occurred
31 Dec 2024
Holding in a pooled vehicle started
••• Locked
N••• U•••• M•• T••••••• C••Form 5500
$3.4M
Occurred
31 Dec 2023
Holding in a pooled vehicle started9 events
A•• • R••••• H• L•••• C••••••••• H••••••• o• C•••••• V•••• G••••• P•••: holding in a pooled vehicle started, 9 events, on 31 Dec 2023
$49K to $78.4M
- ••• Locked (A•• T•••• C•••••• L••)$1.7M
- ••• Locked (A•• T•••• C•••••• L••)$4.5M
- ••• Locked (A•• T•••• C•••••• L••)$6.4M

Provenance

Graph: Allocators
Canonical id
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 43 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	V••••	As of	Kind	Source
A•• N••••• E••••• I•••• F•••	A•• T•••• C•••••• L••	Public equity	$4.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
A•• N••••• E••••• I•••• F•••	A•• T•••• C•••••• L••	Public equity	$4.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
A•• M•• D••••••• L••• C••••• B••• F•	A•• T•••• C•••••• L••	Private credit	$3.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
N••• U•••• M•• T••••••• C••	N•••	Fixed income	$3.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
N• C••••••••• S•••• T••• I•••••••••	N••••••• T•••• I••••••••• I•••	cash	$2.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
N• C••••••••• S•••• T••• I•••••••••	N••••••• T•••• I••••••••• I•••	cash	$2.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
N• C••••••••• S•••• T••• I•••••••••	N••••••• T•••• I••••••••• I•••	cash	$2.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
A•• S•••• C•• E••••• I•••• F•••	A•• T•••• C•••••• L••	Public equity	$1.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
A•• U• I••••••••• G•••••••••	A•• T•••• C•••••• L••	Pooled vehicle	$1.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
A•• S•••• C•• E••••• I•••• F•••	A•• T•••• C•••••• L••	Public equity	$1.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
2•• Y• U• S• T•••• S•••••	A•• T•••• C•••••• L••	Pooled vehicle	$593,706	Dec 31, 2024	Collective trust	Dol form 5500 pension
2•• Y• U• S• T•••• S•••••	A•• T•••• C•••••• L••	Pooled vehicle	$48,533	Dec 31, 2023	Collective trust	Dol form 5500 pension