DFX Intelligence

Data Factory

R••••••••• P••• f•• E•••••••• o• A•••• C•••••••••: 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•••corporate pension<100m

R••••••••• P••• f•• E•••••••• o• A•••• C•••••••••

Allocators

Havertown, PA

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:7f074a0e-680c-4606-a615-de0da677a283

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 10:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 5
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: $578,441latest reading; see basis
Assets as of: Dec 31, 2023
Assets basis: REPORTED
Funded ratio: 102%
Participants: 269
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 5 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	100	$575,925	Dec 31, 2023	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
M•••••••• I•••	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
P•• B•••• N••••••• A•••••••••	custodian	Jan 1, 2022	Dec 31, 2022	no	fact

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
M••• C•••• C•••••• A•••••••• L••	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← A•••• CorporationPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ M•••••••• I•••Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ P•• B•••• N••••••• A•••••••••Investment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→

Dated events

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

Occurred
Dec 31, 2023
Consultant changed
A•••••••• Capital Management, LLC no longer appears on R••••••••• P••• f•• E•••••••• o• A•••• C•••••••••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
A••••••••Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Manager relationship ended
M••• C•••• C•••••• A•••••••• L•• no longer appears on R••••••••• P••• f•• E•••••••• o• A•••• C•••••••••'s Schedule C as investment manager (plan year 2023 vs 2022)
M••• C•••• C•••••• A•••••••• L••Form 5500observed 6 days ago

Show 3 bookkeeping events

Occurred

Provenance

Graph: Allocators
Canonical id: dfx:al:7f074a0e-680c-4606-a615-de0da677a283
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.