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R••••••••• A••••••••• P••• f•• P••••••• o• P••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension1b-10b

R••••••••• A••••••••• P••• f•• P••••••• o• P••

Allocators

Tampa, FL

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:72264ce6-1300-4211-987b-2b924da61a82

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, 10:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 5
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: $2.7Blatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 137%
Participants: 4,339
Commitments: 8with an amount; holdings are counted apart
Managers: 5
Funds: 5
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
U••• L••• G••• B••• I•••• S•• L•••	S•••• S••••• G••••• A••••••• T•••• C••••••	Fixed income	$759M	Jun 30, 2024	Collective trust	Dol form 5500 pension
S••• A•• C•• E••••• I•••• S••••••••	S•••• S••••• G••••• A••••••• T•••• C••••••

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 12 rows folded into 6

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	1	$17.4M	Jun 30, 2025	Derived
U.S. Government securities	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
P•• U• C••••••••• L••	actuary	Jul 1, 2023	Jun 30, 2024	no	fact	Dol form 5500 pension

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
P•••••••• G••••• I•••••••• L••	n/a	Jun 30, 2024	n/a	yes	fact
P••••••••• P•••••••• A•••••	Investment management	Jul 1, 2023	Jun 30, 2024	no	fact

Relationships

Manages for (2)

← P•••••••• G••••• I•••••••• L••Investment consultant
Jun 30, 2024 to presentfactForm 5500
← P••••••••• P•••••••• A•••••Manager with allocator capitalInvestment management
Jul 1, 2023 to Jun 30, 2024factForm 5500

Sponsors (1)

← PWC US Group LLPPlan sponsorPlan sponsor
Jul 1, 2023 to presentfactForm 5500

Advised by (1)

Dated events

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

Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
R••••••••• A••••••••• P••• f•• P••••••• o• P•• no longer reports U••• L••• G••• B••• I•••• S•• L••• (State S••••• - Russell 2000) (last held $759M at 2024-06-30; absent from the 2025-06-30 filing)
S•••• S••••• G••••• A••••••• T•••• C••••••Form 5500observed 6 days ago
$759M
Occurred
Jun 30, 2025
Holding in a pooled vehicle started
R••••••••• A••••••••• P••• f•• P••••••• o• P•• first reports an interest in B•• M••••••••• S•••• G•• E• (B•• M•••••): $315M at 2025-06-30
B•• M•••••Form 5500observed 6 days ago
$315M

Show 3 bookkeeping events

Provenance

Graph: Allocators
Canonical id: dfx:al:72264ce6-1300-4211-987b-2b924da61a82
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.