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AllocatorsP•••taft hartley<100m

I••• A••• o• H••• • F•••• I••••••••• • A••••• W•••••• L•••• N•• 2• P•••••• P•••

Allocators

Rochester, NY

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:5d89a574-73b8-4a6f-92eb-f03b87583dea

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, 3:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
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: $19.9Mlatest reading; see basis
Assets as of: Aug 31, 2025
Assets basis: REPORTED
Funded ratio: 133%
Participants: 128
Commitments: 3with an amount; holdings are counted apart
Managers: 1
Funds: 1
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
P•••••••• U••• P••••••• S•••	P••••••••	Real estate	$1.7M	Aug 31, 2025	Separate account	Dol form 5500 pension
P•••••••• U••• P••••••• S•••	P••••••••	Real estate

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 24 rows folded into 8

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	3	$610,813	Aug 31, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
B••••• P•••••••• I•••	actuary	Sep 1, 2024	Aug 31, 2025	no	fact	Dol form 5500 pension
B••••• P••••••• N••••••••• I•••	actuary	Sep 1, 2023	Aug 31, 2024	no

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
M•••••• L••••••••• • S••••	Investment management	Sep 1, 2022	Aug 31, 2023	no	fact

Relationships

Sponsors (1)

← I••• A••• of H••• & F•••• I••••••••• & a W•••••• L•••• No. 26 PensionPlan sponsorPlan sponsor
Sep 1, 2022 to presentfactForm 5500

Advised by (2)

→ B••••• P•••••••• I•••Investment consultantactuary
Sep 1, 2022 to Aug 31, 2023factForm 5500
→ B••••• P••••••• N••••••••• I•••Investment consultantactuary
Sep 1, 2023 to Aug 31, 2024factForm 5500

Manages for (1)

Dated events

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

Show 4 bookkeeping events

Occurred
Sep 1, 2024
I••• A••• o• H••• • F•••• I••••••••• • A••••• W•••••• L•••• N•• 2• P•••••• P••• plan assets $17M -> $19M (+10.8%, 2023-09-01 to 2024-09-01)
Occurred
Sep 1, 2024
I••• A••• o• H••• • F•••• I••••••••• • A••••• W•••••• L•••• N•• 2• P•••••• P••• funded ratio 118.2% -> 132.5% (2023-09-01 to 2024-09-01)
Occurred
Aug 31, 2024
I••• A••• o• H••• • F•••• I••••••••• • A••••• W•••••• L•••• N•• 2• P•••••• P••• total assets $17M -> $19M (+10.7%, 2023-08-31 to 2024-08-31)
Occurred
Sep 1, 2023
I••• A••• o• H••• • F•••• I••••••••• • A••••• W•••••• L•••• N•• 2• P•••••• P••• funded ratio 113.5% -> 118.2% (2022-09-01 to 2023-09-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:5d89a574-73b8-4a6f-92eb-f03b87583dea
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.