DFX Intelligence

E••••••••• P•••••• P••• o• M••••• W•••••• C•••••• I•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

E••••••••• P•••••• P••• o• M••••• W•••••• C•••••• I•••

Allocators

Owensboro, KY

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:6536dea3-50e3-4f02-b318-d8452b27e174

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, 6:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
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: $13.7Mlatest reading; see basis
Assets as of: Dec 27, 2024
Assets basis: REPORTED
Funded ratio: 92%
Participants: 366
Commitments: 17with an amount; holdings are counted apart
Managers: 1
Funds: 9
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
M••••• P•••••• L••• C••••• F•••• i•	M••••• I••••••••• L••	Private credit	$5.3M	Dec 27, 2024	Collective trust	Dol form 5500 pension
M••••• P•••••• L••• C••••• F•••• i•	M••••• I••••••••• L••	Private credit

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	1	$100,701	Dec 27, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	97

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
S•••• S••••• B••• • T•••• C••••••	trustee	Dec 28, 2022	Dec 27, 2023	no	fact	Dol form 5500 pension
M•••••	actuary	Dec 28, 2022	Dec 27, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
M••••• I••••••••• L••	n/a	Dec 27, 2023	n/a	yes	fact
M••••• I••••••••• L••	Investment management	Dec 28, 2022	Dec 27, 2023	no	fact

Relationships

Manages for (2)

← M••••• I••••••••• L••Manager with allocator capital
Dec 27, 2023 to presentfactForm 5500
← M••••• I••••••••• L••Investment consultantInvestment management
Dec 28, 2022 to Dec 27, 2023factForm 5500

Sponsors (1)

← M••••• W•••••• Company, Inc.Plan sponsorPlan sponsor
Dec 28, 2022 to presentfactForm 5500

Advised by (2)

Dated events

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

Occurred
Dec 27, 2024
Holding in a pooled vehicle ended
E••••••••• P•••••• P••• o• M••••• W•••••• C•••••• I••• no longer reports M••••• L••• S••••• F•••• I••••• (last held $2M at 2023-12-27; absent from the 2024-12-27 filing)
M••••• L••• S••••• F•••• I•••••Form 5500observed 7 days ago
$2.1M

Show 2 bookkeeping events

Occurred
Dec 27, 2024
E••••••••• P•••••• P••• o• M••••• W•••••• C•••••• I••• total assets $18M -> $14M (-24.6%, 2023-12-27 to 2024-12-27)
Occurred
Dec 28, 2023
E••••••••• P•••••• P••• o• M••••• W•••••• C•••••• I••• funded ratio 89.3% -> 92.2% (2022-12-28 to 2023-12-28)

Provenance

Graph: Allocators
Canonical id: dfx:al:6536dea3-50e3-4f02-b318-d8452b27e174
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 4 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.