DFX Intelligence

V••• I••••••••• M••••••••• C• L••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultant

V••• I••••••••• M••••••••• C• L••

Allocators

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Search this name across graphsid dfx:al:7a0020e3-0d78-48b3-a26e-1604028d7553

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, 1:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 6
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

P••• clients: 2Form 5500 Schedule C
Public clients: 0
Advisory clients: 2
Recommended commitments: 0derived
Latest client year end: Dec 31, 2023

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
C••••••••• G•••• C•••••• P•••••• P•••	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact
C••••••••• C••••• C••••••• L•• P•••••• P••• B• f•• U•••• E••••••••	Investment adviser	Sep 1, 2022	Aug 31, 2023	no	fact

Relationships

Manages for (10)

→ Farmers Group, Inc. E••••••••' Pension P•••PlanInvestment management
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ Teamsters Local 102 Pension FundPlanInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ Retirement P••• for E•••••••• of Puget Sound Energy, Inc.PlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ The Southern Company Pension P•••

Dated events

Occurred
Dec 31, 2024
Manager relationship ended
V••• Holdings Inc no longer appears on Abbott - Abbvie Multiple Employer Pension P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Consultant changed
V••• I••••••••• M••••••••• C• L•• appears on C••••••••• C••••• C••••••• L•• P•••••• P••• B• f•• U•••• E••••••••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Manager relationship ended
V••• I••••••••• M••••••••• LLC no longer appears on Retirement P••• for E•••••••• of Puget Sound Energy, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:7a0020e3-0d78-48b3-a26e-1604028d7553
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 7 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.