DFX Intelligence

U• a• L•••• N•• 1•• D•••••• B•••••• 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-1b

U• a• L•••• N•• 1•• D•••••• B•••••• P•••

A••••ators

Dublin, 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 graphsid dfx:al:77c2a468-1186-4390-b61f-8905f79ae3f5

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, 1:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 5
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: $125Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 106%
Participants: 731
Commitments: 16with an amount; holdings are counted apart
Managers: 6
Funds: 6
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	V••••	As of	Kind	Source
W•••••• I• S••• C•• R••••••• E•••••	W••••••••• T•••• C••••••• N•	Public equity	$10.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
W•••••• I• S••• C•• R••••••• E•••••	W••••••••• T•••• C••••••• N•	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	0	$506,089	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
A••• B••••• a•• A•••••••••	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
R••• • L•••••	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
I•••••• T•••• C••••••	n/a	Dec 31, 2022	n/a	yes	fact
U•• R••••• I•••••••• L••	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
U••	Investment management

Relationships

Manages for (7)

← I•••••• T•••• C••••••Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← U••Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← S••••• B••••• • H••••• L••Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← I•• I•••••••• P•• L••

Dated events

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

Occurred
Dec 31, 2024
Manager relationship started
••• Locked
I•• I•••••••• P•• L••Form 5500observed 8 days ago
Occurred
Dec 31, 2024
Manager relationship ended
••• Locked
I•••••• T•••• C••••••Form 5500observed 8 days ago
Occurred
Dec 31, 2023
Manager relationship ended
••• Locked
I•• I•••••••• P•• L••Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:77c2a468-1186-4390-b61f-8905f79ae3f5
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 23 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.