DFX Intelligence

T•••••••• U•••• N•• 1•• P•••••• F•••: plan on the allocators graph | DFX Data Factory

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AllocatorsPlantaft hartley100m-1b

T•••••••• U•••• N•• 1•• P•••••• F•••

Allocators

Gary, 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:64deb978-51e4-4f3a-b317-fbec8ccb0e84

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, 10:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 1
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: $639Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 105%
Participants: 6,654
Commitments: 3with an amount; holdings are counted apart
Managers: 1
Funds: 1
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
P••••	P••••••••• I•••••••• C•••••• o• A••	Pooled vehicle	$54.4M	Jun 30, 2023	Separate account	Dol form 5500 pension
P••••	P••••••••• I•••••••• C•••••• o• A••	Pooled vehicle	$46.8M

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	3	$16.2M	Jun 30, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0

C•••••••••

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
A••••••••• B•••	custodian	Jul 1, 2024	Jun 30, 2025	no	fact	Dol form 5500 pension
A••• N•••• S•••••••• L••	Investment adviser	Jul 1, 2024	Jun 30, 2025	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
P•• C•••••• A•••••••	Investment management	Jul 1, 2024	Jun 30, 2025	no	fact
P••••••••• I•••••••• C•••••• o• A••	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact
M•••••••• I••••••••• M•••• A•••••••	Investment management

Relationships

Sponsors (1)

← T••••••• o• T•••••••• U•••• N•• 1•• P•••••• F•••Plan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (6)

→ I••••••••• C••••••••• S•••••••• L••Investment consultantInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ J•• C••••••• C•••••••••Investment consultantGeneral consultant
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

Occurred
Dec 31, 2024
Manager relationship started
••• Locked
P•• C•••••• A•••••••Form 5500observed 8 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:64deb978-51e4-4f3a-b317-fbec8ccb0e84
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 19 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.