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C••••••• H• S••••••• L••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultantnot allocator

C••••••• H• S••••••• L••

Allocators

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Search this name across graphsid dfx:al:7b3de475-f20c-41e2-9a90-043562fdcd9f

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, 2:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 12
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: 15Form 5500 Schedule C
Public clients: 0
Advisory clients: 12
Recommended commitments: 0derived
Latest client year end: Dec 31, 2024

P••• clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

P•••	Role	From	To	Current	Evidence
E••••••••• P•••••• P•••	custodian	Jan 1, 2024	Dec 31, 2024	no	fact
N•••••••• H••••• P•••••• P•••	actuary	Jan 1, 2023	Dec 31, 2023	no	fact
M••••••• R••••••••• P•••

Relationships

Sponsors (2)

→ Xerox Corporation Retirement I••••• Guarantee P•••PlanPlan sponsor
Dec 1, 2022 to presentfactForm 5500
→ Retirement I••••• Guarantee P••• of Xerox Corporation and the Xerographic Division, Rochester Regional Joint Board on Behalf of Itself and OPlanPlan sponsor
Dec 1, 2022 to presentfactForm 5500

Advised by (15)

← M••••••• R••••••••• P•••PlanGeneral consultant
Nov 1, 2022 to Oct 31, 2023factForm 5500

Dated events

Occurred
Dec 31, 2024
Manager relationship started
C••••••• H• S••••••• L•• appears on E••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Consultant changed
C••••••• H• S•••••••, LLC no longer appears on T•• B••••• C•••••• E••••••• R••••••••• P•••'s Schedule C as general consultant (plan year 2023 vs 2022)
Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Consultant changed
C••••••• H• S•••••••, LLC no longer appears on B•• R••••••••• P••• f•• B•••••••• E••••••••'s Schedule C as general consultant (plan year 2023 vs 2022)
Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:7b3de475-f20c-41e2-9a90-043562fdcd9f
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.