DFX Intelligence

E••••••• C••••• f•• C••••••• a•• F••••••• R••••••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••Corporate pension<100MCorporate pension

E••••••• C••••• f•• C••••••• a•• F••••••• R••••••••• P•••

SAN Francisco, CA

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 graphs

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 24, 2026, 2:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 9
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: $0latest reading; see basis
Assets as of: Jun 11, 2025
Assets basis: REPORTED
Funded ratio: 101%
Participants: 215
Commitments: 9with 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
P••• L•• L••• D••••••• S•••	P••••••••	Fixed income	$4.8M	Jun 30, 2024	Separate account	Dol form 5500 pension
P••• L•• I•••• D•• S•• A•••••	P••••••••	Pooled vehicle	$3.5M

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	100	$9.3M	Jun 30, 2024	Derived

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
P•••••••• F•••••••• G••••	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← E••••••• C••••• f•• C••••••• a•• F•••••••Plan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (1)

→ P•••••••• F•••••••• G••••Investment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

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

Order

Occurred
30 Jun 2024
Holding in a pooled vehicle ended4 events
E••••••• C••••• f•• C••••••• a•• F••••••• R••••••••• P•••: holding in a pooled vehicle ended, 4 events, on 30 Jun 2024
$62K to $312K
- ••• Locked (P••••••••)$195K
- ••• Locked (P••••••••)$155K
- ••• Locked (P••••••••)$62K

Show 5 bookkeeping events

Occurred
Jun 11, 2025
••• Locked

Provenance

Graph: Allocators
Canonical id
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 47 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.

All 14 rows

Vehicle	Manager	Bucket	Value	As of	Kind	Source
P••• O•• E•• M••• S•• A•••••	P••••••••	Pooled vehicle	$194,547	Jun 30, 2023	Separate account	Dol form 5500 pension
P••• M••••• S•• 4•• I•• S•••	P••••••••	Pooled vehicle	$155,048	Jun 30, 2023	Separate account	Dol form 5500 pension
P••• D••••••••• I••• S•••	P••••••••	Hedge diversifiers	$111,794	Jun 30, 2024	Separate account	Dol form 5500 pension
P••• S•••• S•• 6•• I•••• S•••	P••••••••	Pooled vehicle	$61,722	Jun 30, 2023	Separate account	Dol form 5500 pension