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AllocatorsP•••corporate pension<100m

A•••••• T••••••••• H••••••••• E•••••••• P•••••• P•••

Allocators

Indianapolis, IN

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:627131e3-ac01-4817-93ee-1a8877b440b2

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 10:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
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: $86.9Mlatest reading; see basis
Assets as of: Sep 30, 2025
Assets basis: REPORTED
Funded ratio: 107%
Participants: 1,131
Commitments: 6with an amount; holdings are counted apart
Managers: 1
Funds: 2
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
P••••• F•••	N••••••• T•••• I••••••••• I•••••••••	Pooled vehicle	$3.7M	Sep 30, 2024	Separate account	Dol form 5500 pension
P••••• F•••	N••••••• T•••• I••••••••• I•••••••••	Pooled vehicle	$3.6M

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	$2.0M	Sep 30, 2025	Derived
U.S. Government securities	n/a	n/a	n/a	17

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
P•••••••• T•••• C••	trustee	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension
M•••••	actuary	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
N••••••• T•••• I••••••••• I•••••••••	n/a	Sep 30, 2025	n/a	yes	fact
S•• M•••••••••	Investment management	Oct 1, 2022	Sep 30, 2023	no	fact
C••••••••• P•••••••• L••	Investment management

Relationships

Manages for (3)

← N••••••• T•••• I••••••••• I•••••••••Manager with allocator capital
Sep 30, 2025 to presentfactForm 5500
← S•• M•••••••••Manager with allocator capitalInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500
← C••••••••• P•••••••• L••Investment consultantInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500

Sponsors (1)

Dated events

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

Show 4 bookkeeping events

Occurred
Oct 1, 2024
••• Locked
Occurred
Oct 1, 2024
••• Locked
Occurred
Sep 30, 2024
••• Locked
Occurred
Oct 1, 2023
••• Locked

Provenance

Graph: Allocators
Canonical id: dfx:al:627131e3-ac01-4817-93ee-1a8877b440b2
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 7 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.