DFX Intelligence

N••••••• C••••••••• E••••••••• W•••••• 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•••Taft hartley100M-1BTaft hartley

N••••••• C••••••••• E••••••••• W•••••• P•••••• P•••

Allocators

SAN Francisco, CA

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 23, 2026, 5:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
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: $697Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 97%
Participants: 3,366
Commitments: 13with an amount; holdings are counted apart
Managers: 5
Funds: 5
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
I•••••••• E••••• I•••• F•••	C•••• C•••• T•••• C••••••	Public equity	$68.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
I•••••••• E••••• I•••• F•••	C•••• C•••• T•••• C••••••	Public equity

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$5.3M	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
F••••• • F•••••	actuary	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
J••• M••••• I••••••••• M•••••••••	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
C•••• C••••	n/a	Dec 31, 2024	n/a	yes	fact
C•••• C•••• T•••• C••••••	n/a	Dec 31, 2024	n/a	yes	fact
I•• I•••••••• P•• L••	Investment management

Relationships

Manages for (6)

← C•••• C•••• T•••• C••••••Manager with allocator capital
Dec 31, 2024 to presentfactForm 5500
← C•••• C••••Manager with allocator capital
Dec 31, 2024 to presentfactForm 5500
← I•• I•••••••• P•• L••Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← N••••••• R••• E••••• A•••••••Investment consultant

Dated events

1 bookkeeping event (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Holding in a pooled vehicle started
••• Locked
J••• M••••• C••••Form 5500observed 8 days ago
$23.5M

Show 1 bookkeeping event

Occurred
Jan 1, 2023
••• Locked

Provenance

Graph: Allocators
Canonical id
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 26 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.

All 13 rows

Vehicle	Manager	Bucket	Value	As of	Kind	Source
L••••• S••••• L•••• C•• G••••• T•••	L••••• S•••••	Public equity	$21.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
A•••••• B••••••• I••••••••• T••••	G•••• G••• T•••• C••••••	Pooled vehicle	$17.9M	Dec 31, 2024	Collective trust	Dol form 5500 pension
A•••••• B••••••• I••••••••• T••••	G•••• G••• T•••• C••••••	Pooled vehicle	$17.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension