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

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AllocatorsP•••corporate pension<100m

H••• B••••• I••• R••••••••• P•••

Allocators

Lake Wales, FL

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Search this name across graphsid dfx:al:68017217-396e-42f3-b9e7-e3fd260949a4

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 23, 2026, 4:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 4
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: $2.0Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 83%
Participants: 173
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers

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	0	$1,306	Dec 31, 2024	Derived
Interest-bearing cash	n/a	n/a	n/a	6

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
E••••••• G•••• P•••••• S•••••••	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

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Manager	Mandate	From	To	Current	Evidence
K••••• I••••••••• S•••••••• I•••	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← H••• B••••• I•••Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (1)

→ E••••••• G•••• P•••••• S•••••••Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Manages for (1)

← K••••• I••••••••• S•••••••• I•••Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022fact

Dated events

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

Show 4 bookkeeping events

Occurred
Dec 31, 2024
••• Locked
Occurred
Jan 1, 2024
••• Locked
Occurred
Jan 1, 2023
••• Locked
Occurred
Jan 1, 2023
••• Locked

Provenance

Graph: Allocators
Canonical id: dfx:al:68017217-396e-42f3-b9e7-e3fd260949a4
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 7 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.