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R••••••••• P••• f•• E•••••••• o• P••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

R••••••••• P••• f•• E•••••••• o• P••

Allocators

Tampa, FL

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:7c9e5895-175c-4f54-910c-371975d1aea1

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, 4:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
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: $85.3Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 83%
Participants: 1,345
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	16	$13.6M	Jun 30, 2025	Derived
Registered investment companies	n/a	n/a	n/a	84

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
S•••• S••••• G••••• A•••••••	custodian	Jul 1, 2024	Jun 30, 2025	no	fact	Dol form 5500 pension
B••• o• N•• Y••• M•••••	custodian	Jul 1, 2023	Jun 30, 2024	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
A•• I••••••••• U•• I••	Investment management	Jul 1, 2024	Jun 30, 2025	no	fact
S•• I••••••••• C••••••	Investment management	Jul 1, 2023	Jun 30, 2024	no	fact

Relationships

Sponsors (1)

← PWC US Group LLPPlan sponsorPlan sponsor
Jul 1, 2023 to presentfactForm 5500

Advised by (4)

→ B••• o• N•• Y••• M•••••Investment consultantcustodian
Jul 1, 2023 to Jun 30, 2024factForm 5500
→ U•• C••••••••• G••••Investment consultantactuary
Jul 1, 2023 to Jun 30, 2024factForm 5500
→

Dated events

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

Occurred
Dec 31, 2024
Manager relationship started
State S••••• B••• and Trust Company appears on R••••••••• P••• f•• E•••••••• o• P••'s Schedule C as investment manager (plan year 2024 vs 2023)
S•••• S••••• G••••• A•••••••Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Manager relationship ended
B••• o• N•• Y••• M••••• no longer appears on R••••••••• P••• f•• E•••••••• o• P••'s Schedule C as investment manager (plan year 2024 vs 2023)
B••• o• N•• Y••• M•••••Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Manager relationship started
A•• I••••••••• U•• I•• appears on R••••••••• P••• f•• E•••••••• o• P••'s Schedule C as investment manager (plan year 2024 vs 2023)

Provenance

Graph: Allocators
Canonical id: dfx:al:7c9e5895-175c-4f54-910c-371975d1aea1
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.