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M•••••••• • M••••• B••• P•••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

M•••••••• • M••••• B••• P•••••• P•••

Allocators

Pascagoula, MS

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:6535cd77-d668-4e93-b568-234862ad8e3e

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 11:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 5
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: $12.8Mlatest reading; see basis
Assets as of: Oct 31, 2025
Assets basis: REPORTED
Funded ratio: 88%
Participants: 176
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	V••••	As of	Kind	Source
V•••• E••••• C••••••••• F•••	D•••••••• R••• • Z•••• I••	Public equity	$2.3M	Oct 31, 2024	Collective trust	Dol form 5500 pension
V•••• E••••• C••••••••• F•••	D•••••••• R••• • Z•••• I••	Public equity

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 12 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$159,319	Oct 31, 2025	Derived
Common/collective trusts	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
P••••••• T•••• C••••••	trustee	Nov 1, 2024	Oct 31, 2025	no	fact	Dol form 5500 pension
R••••••• T•••• C••••••	trustee	Nov 1, 2022	Oct 31, 2023	no	fact

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
D•••••••• R••• • Z•••• I••	n/a	Oct 31, 2023	n/a	yes	fact

Relationships

Manages for (1)

← D•••••••• R••• • Z•••• I••Manager with allocator capital
Oct 31, 2023 to presentfactForm 5500

Sponsors (1)

← M•••••••• & M••••• B•••Plan sponsorPlan sponsor
Nov 1, 2022 to presentfactForm 5500

Advised by (3)

→ R••••••• T•••• C••••••Investment consultanttrustee
Nov 1, 2022 to Oct 31, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
P••••••• Retiriement Trust no longer appears on M•••••••• • M••••• B••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
R••••••• T•••• C••••••Form 5500observed 6 days ago

Show 4 bookkeeping events

Occurred
Nov 1, 2024
M•••••••• • M••••• B••• P•••••• P••• plan assets $12M -> $13M (+11.9%, 2023-11-01 to 2024-11-01)
Occurred
Oct 31, 2024
M•••••••• • M••••• B••• P•••••• P••• total assets $12M -> $13M (+11.9%, 2023-10-31 to 2024-10-31)
Occurred
Nov 1, 2023
M•••••••• • M••••• B••• P•••••• P••• plan assets $13M -> $12M (-10.9%, 2022-11-01 to 2023-11-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:6535cd77-d668-4e93-b568-234862ad8e3e
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.