DFX Intelligence

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AllocatorsP•••corporate pension<100m

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Allocators

Austin, TX

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:7c89a244-6337-4ba7-8b79-de5dc5973102

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, 12:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
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: $41.6Mlatest reading; see basis
Assets as of: Aug 31, 2025
Assets basis: REPORTED
Funded ratio: 104%
Participants: 185
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
U.S. Government securities	n/a	n/a	n/a	8	$3.5M	Aug 31, 2025	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	5

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
M••••• S•••••• S•••• B•••••• L••	Investment adviser	Sep 1, 2022	Aug 31, 2023	no	fact	Dol form 5500 pension
R••• a•• W••••• I••	actuary	Sep 1, 2022	Aug 31, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
M•• A•••••• M•••	Investment management	Sep 1, 2022	Aug 31, 2023	no	fact
C•••••• I••••••••• L••	Investment management	Sep 1, 2022	Aug 31, 2023	no	fact
S••• A••••••• S••••••• L••• C••	Investment management

Relationships

Sponsors (1)

← T•••• State T••••••• A•••••••••Plan sponsorPlan sponsor
Sep 1, 2022 to presentfactForm 5500

Advised by (3)

→ M••••• S•••••• S•••• B•••••• L••Investment consultantInvestment adviser
Sep 1, 2022 to Aug 31, 2023factForm 5500
→ R••• a•• W••••• I••Investment consultantactuary
Sep 1, 2022 to Aug 31, 2023factForm 5500

Dated events

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

Show 3 bookkeeping events

Occurred
Sep 1, 2024
R••••••••• P••• f•• E•••••••• o• T•••• S•••• T••••••• A••••••••• plan assets $35M -> $40M (+13.8%, 2023-09-01 to 2024-09-01)
Occurred
Aug 31, 2024
R••••••••• P••• f•• E•••••••• o• T•••• S•••• T••••••• A••••••••• total assets $35M -> $40M (+13.8%, 2023-08-31 to 2024-08-31)
Occurred
Sep 1, 2023
R••••••••• P••• f•• E•••••••• o• T•••• S•••• T••••••• A••••••••• funded ratio 107.1% -> 103.5% (2022-09-01 to 2023-09-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:7c89a244-6337-4ba7-8b79-de5dc5973102
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.