DFX Intelligence

G•••• P•••••• P••• f•• t•• E•••••••• o• Z•••• M••••••••• C••••••: P••• on the allocators graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.

AllocatorsP•••Corporate pension<100MCorporate pension

G•••• P•••••• P••• f•• t•• E•••••••• o• Z•••• M••••••••• C••••••

Bradford, PA

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, 2:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
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: May 14, 2024
Assets basis: REPORTED
Funded ratio: 104%
Participants: 1,210
Commitments: 4with an amount; holdings are counted apart
Managers: 1
Funds: 4
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	$48.9M	Nov 30, 2023	Separate account	Dol form 5500 pension
P••• L•• I•••• D•• S•• A•••••	P••••••••	Pooled vehicle	$36.8M

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	97	$101M	Nov 30, 2023	Derived
Registered investment companies	n/a	n/a	n/a	2

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
G•••••••• F•••••••• A•••••••	Investment adviser	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension
P•••••••• F•••••••• G••••	actuary	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Z•••• M••••••••• C••••••Plan sponsorPlan sponsor
Dec 1, 2022 to presentfactForm 5500

Advised by (2)

→ G•••••••• F•••••••• A•••••••Manager with allocator capitalInvestment adviser
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ P•••••••• F•••••••• G••••Investment consultantactuary
Dec 1, 2022 to Nov 30, 2023factForm 5500

Dated events

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

Order

Only bookkeeping events name this entity; they are folded below.

Show 2 bookkeeping events

Occurred
May 14, 2024
••• Locked
Occurred
Dec 1, 2023
••• Locked

Provenance

Graph: Allocators
Canonical id
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 35 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.