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M••••••••• C••••••••• U• L•••• 1•• P•••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••taft hartley<100m

M••••••••• C••••••••• U• L•••• 1•• P•••••• P•••

Allocators

Mobile, AL

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:67dc9457-22b0-4d82-9321-0b9dc25631b5

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, 4:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 11
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: $67.4Mlatest reading; see basis
Assets as of: Dec 31, 2025
Assets basis: REPORTED
Funded ratio: 102%
Participants: 691
Commitments: 14with an amount; holdings are counted apart
Managers: 4
Funds: 4
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	Value	As of	Kind	Source
A•• L•••• E••••• I•••• F•••	C•••• C•••• T•••• C••••••	Public equity	$19.5M	Dec 31, 2025	Collective trust	Dol form 5500 pension
A•• L•••• E••••• I•••• F•••	C•••• C•••• T•••• C••••••	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; 24 rows folded into 6

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	4	$2.6M	Dec 31, 2025	Derived
Other investments	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
U••••• A•••••••• S•••••••• I•••	actuary	Jan 1, 2025	Dec 31, 2025	no	fact	Dol form 5500 pension
U• B•••	custodian	Jan 1, 2025	Dec 31, 2025	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
N•••••• T••••	n/a	Dec 31, 2024	n/a	yes	fact
U••••• I••••••••• A•••••••	Investment management	Jan 1, 2025	Dec 31, 2025	no	fact

Relationships

Manages for (7)

← N•••••• T••••Manager with allocator capital
Dec 31, 2024 to presentfactForm 5500
← M•••••••• A••••••••• I•••Investment consultantInvestment management
Jan 1, 2025 to Dec 31, 2025factForm 5500
← C•• A•••••••Investment consultantInvestment management
Jan 1, 2025 to Dec 31, 2025factForm 5500
← M•••Manager with allocator capital

Dated events

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

Occurred
Dec 31, 2025
Manager relationship started
C•• A•••••••, LLC appears on M••••••••• C••••••••• U• L•••• 1•• P•••••• P•••'s Schedule C as investment manager (plan year 2025 vs 2024)
C•• A•••••••Form 5500observed 6 days ago
Occurred
Dec 31, 2025
Consultant changed
M•••••••• A••••••••• Inc no longer appears on M••••••••• C••••••••• U• L•••• 1•• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2025 vs 2024)
M•••••••• A••••••••• I•••Form 5500observed 6 days ago
Occurred
Dec 31, 2025
Manager relationship started
M••••••••• P••••••• T•••• appears on M••••••••• C••••••••• U• L•••• 1•• P•••••• P•••'s Schedule C as investment manager (plan year 2025 vs 2024)

Provenance

Graph: Allocators
Canonical id: dfx:al:67dc9457-22b0-4d82-9321-0b9dc25631b5
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.