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T••••••••• P••••••• • S••••••••• L•••• 3•• P•••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••taft hartley<100m

T••••••••• P••••••• • S••••••••• L•••• 3•• 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:740d6657-7cf4-41ba-a60c-8537ae62a62a

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 11:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 10
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: $69.3Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 152%
Participants: 213
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 18 rows folded into 6

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	3	$2.3M	Jun 30, 2025	Derived
Corporate debt instruments (other)	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
S••••••• A•••••••• S•••••••	actuary	Jul 1, 2022	Jun 30, 2023	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
B••• W•••••••• A•••• M•••••••••	Investment management	Jul 1, 2023	Jun 30, 2024	no	fact
M••••••••• M••••• L••• I•••••••• C••••••	Investment management	Jul 1, 2023	Jun 30, 2024	no	fact

Relationships

Sponsors (1)

← T••••••••• P••••••• • S••••••••• L•••• 3•• P•••••• P•••Plan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (1)

→ S••••••• A•••••••• S•••••••Investment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500

Manages for (6)

← R••••••• C••••••••• S•••••••• L••Investment consultantInvestment management
Jul 1, 2022 to Jun 30, 2023fact

Dated events

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

Occurred
Dec 31, 2024
Manager relationship started
US Real Estate Investment Fund, LLC appears on T••••••••• P••••••• • S••••••••• L•••• 3•• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
T••••••••• P••••••• • S••••••••• L•••• 3•• P•••••• P•••Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Manager relationship ended
US Real Estate Investment Fund, LLC no longer appears on T••••••••• P••••••• • S••••••••• L•••• 3•• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)
T••••••••• P••••••• • S••••••••• L•••• 3•• P•••••• P•••Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Manager relationship started

Provenance

Graph: Allocators
Canonical id: dfx:al:740d6657-7cf4-41ba-a60c-8537ae62a62a
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.