DFX Intelligence

Data Factory

T•••••••• C••••••• P•••••• P•••: 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<100m

T•••••••• C••••••• P•••••• P•••

Allocators

Wilmington, DE

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:723e0107-9962-4b1a-8a05-310773a1946d

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: 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: $0latest reading; see basis
Assets as of: Dec 3, 2024
Assets basis: REPORTED
Funded ratio: 107%
Participants: 467
Commitments: 6with an amount; holdings are counted apart
Managers: 1
Funds: 3
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
P••• C••• P••• B••• S•• A•••••	P••••••••	Fixed income	$12.5M	Dec 31, 2022	Separate account	Dol form 5500 pension
P••• C••• P••• B••• S•• A•••••	P••••••••	Fixed income

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 2 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	100	$17.6M	Dec 31, 2023	Derived

C•••••••••

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
B•• P•••••• R••• C•••••••••	Investment adviser	Jan 1, 2024	Dec 3, 2024	no	fact	Dol form 5500 pension
C••••••• P•••••••	Investment adviser	Jan 1, 2022	Dec 31, 2022	no

Relationships

Sponsors (1)

← The Indian River TrustPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ C••••••• P•••••••Investment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ P•••••••• F•••••••• G••••Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
BCG Pension R••• Consult appears on T•••••••• C••••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
B•• P•••••• R••• C•••••••••Form 5500observed 7 days ago

Show 3 bookkeeping events

Occurred
Dec 3, 2024
T•••••••• C••••••• P•••••• P••• total assets $18M -> $0 (-100.0%, 2023-12-31 to 2024-12-03)
Occurred
Jan 1, 2023
T•••••••• C••••••• P•••••• P••• plan assets $24M -> $19M (-22.5%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
T•••••••• C••••••• P•••••• P••• funded ratio 123.8% -> 107.1% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:723e0107-9962-4b1a-8a05-310773a1946d
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.