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

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AllocatorsP•••corporate pension<100m

B•••• • M••••••• M••••• R••• C••• B•••••• P••• I•

Allocators

Chicago, IL

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:66f2019e-d081-442e-bff3-ec19a5fff7e3

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 2:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 6
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: $54.6Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 105%
Participants: 215
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Master trust investment accounts	n/a	n/a	n/a	95	$51.9M	Jun 30, 2025	Derived

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
N••••••• T•••• C••	trustee	Jul 1, 2023	Jun 30, 2024	no	fact	Dol form 5500 pension
N••••••• T•••• C••	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact

Relationships

Sponsors (1)

← B•••• & M••••••• LLPPlan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (2)

→ N••••••• T•••• C••Investment consultantInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ N•••Investment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

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

Show 6 bookkeeping events

Occurred
Jun 30, 2025
B•••• • M••••••• M••••• R••• C••• B•••••• P••• I• total assets $47M -> $55M (+15.2%, 2024-06-30 to 2025-06-30)
Occurred
Jul 1, 2024
B•••• • M••••••• M••••• R••• C••• B•••••• P••• I• plan assets $40M -> $47M (+17.7%, 2023-07-01 to 2024-07-01)
Occurred
Jul 1, 2024
B•••• • M••••••• M••••• R••• C••• B•••••• P••• I• funded ratio 109.2% -> 104.6% (2023-07-01 to 2024-07-01)
Occurred
Jun 30, 2024
B•••• • M••••••• M••••• R••• C••• B•••••• P••• I• total assets $40M -> $47M (+17.7%, 2023-06-30 to 2024-06-30)
Occurred
Jul 1, 2023
B•••• • M••••••• M••••• R••• C••• B•••••• P••• I• plan assets $35M -> $40M (+15.4%, 2022-07-01 to 2023-07-01)
Occurred
Jul 1, 2023
B•••• • M••••••• M••••• R••• C••• B•••••• P••• I• funded ratio 116.7% -> 109.2% (2022-07-01 to 2023-07-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:66f2019e-d081-442e-bff3-ec19a5fff7e3
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.