DFX Intelligence

B••••••••• A••••• C•••••••• P•••••• P••• L•••• N• 3•: P••• on the allocators graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.

AllocatorsP•••taft hartley<100m

B••••••••• A••••• C•••••••• P•••••• P••• L•••• N• 3•

Allocators

Maumee, OH

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:5f913389-6017-4c00-9127-17147da40ab1

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, 12:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 6
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: $51.9Mlatest reading; see basis
Assets as of: Apr 30, 2025
Assets basis: REPORTED
Funded ratio: 99%
Participants: 485
Commitments: 12with an amount; holdings are counted apart
Managers: 5
Funds: 5
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
B••• W•••••••• A•••• M•••••••••	N••••••• T•••• I••••••••• I•••	Pooled vehicle	$6.9M	Apr 30, 2025	Collective trust	Dol form 5500 pension
P•••• I• S•	P••••••••• I•••••••• C•••••• o• A••	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	2	$1.2M	Apr 30, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
I••••••••• P••••••••• S•••••••	Investment adviser	May 1, 2022	Apr 30, 2023	no	fact	Dol form 5500 pension
U••••• A•••••••• S•••••••• I•••	actuary	May 1, 2022	Apr 30, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
S••••• B••••• • H•••••• L••	n/a	Apr 30, 2024	n/a	yes	fact
L••••• A•••• M••••••••• L••	n/a	Apr 30, 2023	n/a	yes	fact
S••••• B••••• • H••••• L••	Investment management

Relationships

Manages for (7)

← L••••• A•••• M••••••••• L••Investment consultant
Apr 30, 2023 to presentfactForm 5500
← S••••• B••••• • H•••••• L••Manager with allocator capitalInvestment management
May 1, 2022 to Apr 30, 2023factForm 5500
← B•••• A••••••• L••Investment consultantInvestment management
May 1, 2022 to Apr 30, 2023factForm 5500
← C•••••••• I••••••••• P•••••••

Dated events

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

Occurred
Dec 31, 2024
Manager relationship ended
••• Locked
S••••• B••••• • H••••• L••Form 5500observed 8 days ago
Occurred
Apr 30, 2024
Holding in a pooled vehicle started
••• Locked
N••••••• T•••• I••••••••• I•••Form 5500observed 7 days ago
$3.1M
Occurred
Apr 30, 2024
Holding in a pooled vehicle ended
••• Locked
S•• T•••• C••••••Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:5f913389-6017-4c00-9127-17147da40ab1
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 21 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.