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AllocatorsP•••Corporate pension<100MCorporate pension

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Allocators

Liberty, SC

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 23, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 23, 2026, 5:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Sep 15, 2026 to Sep 23, 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: May 9, 2025
Assets basis: REPORTED
Funded ratio: 150%
Participants: 439
Commitments: 4with 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
C••••••••• S•••• F• •••• E••••••	P••••••••• I•••••••• C•••••• o• A••	Public equity	$3.7M	Jun 30, 2023	Separate account	Dol form 5500 pension
C••••••••• S•••• F• •••• E••••••	P••••••••• I•••••••• C•••••• o• A••	Public equity

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	$905,710	Jun 30, 2024	Derived
Corporate debt instruments (preferred)	n/a	n/a	n/a	0

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
A••	actuary	Jul 1, 2023	Jun 30, 2024	no	fact	Dol form 5500 pension
A••••••••• F•••••••• S•••••••• L••	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← T•• R••••••• A•••••••• S••••••••• C•••••••Plan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (4)

→ A••••••••• F•••••••• S•••••••• L••Investment consultantInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ S•••• C•••••• L••Investment consultantInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

1 bookkeeping event (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2023
Consultant changed
••• Locked
A••Form 5500observed 8 days ago

Show 1 bookkeeping event

Occurred
May 9, 2025
••• Locked

Provenance

Graph: Allocators
Canonical id
First observed: Sep 15, 2026
Last observed: Sep 23, 2026 2 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.