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U••• a•• S•••••• V••••••• A•••••• P•••••• F•••: plan on the allocators graph | DFX Data Factory

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AllocatorsPlanCorporate pension<100MCorporate pension

U••• a•• S•••••• V••••••• A•••••• P•••••• F•••

Sparks, MD

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Search this name across graphs

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 24, 2026, 2:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 9
On other graphs: 0
Observed: Sep 15, 2026 to Sep 22, 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: $31.2Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 113%
Participants: 6,262
Commitments: 5with an amount; holdings are counted apart
Managers: 2
Funds: 5
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	V••••	As of	Kind	Source
M••••• S•••••• C••••••••• I••••••••	M••••• S••••••	Pooled vehicle	$3.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
M••••• S•••••• C••••••••• I••••••••	M••••• S••••••	Pooled vehicle

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	5	$1.5M	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
M••••••• I•••	actuary	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
I••••••••• P••••••••• S•••••••	General consultant	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
M••••• S••••••	n/a	Dec 31, 2023	n/a	yes	fact
C•••••••• I••••••••• P•••••••	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
I••••••••• R••• E••••• C••••••••	Investment management

Relationships

Manages for (4)

← M••••• S••••••Manager with allocator capital
Dec 31, 2023 to presentfactForm 5500
← C•••••••• I••••••••• P•••••••Manager with allocator capitalInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500
← I••••••••• R••• E••••• C••••••••Manager with allocator capitalInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500
← A••••••• R••••• A•••••••

Dated events

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

Order

Occurred
31 Dec 2024
Manager relationship started3 events
U••• a•• S•••••• V••••••• A•••••• P•••••• F•••: manager relationship started, 3 counterparties, on 31 Dec 2024
- ••• Locked (I••••••••• R••• E••••• C••••••••)
- ••• Locked (A••••••• R••••• A•••••••)
- ••• Locked (C•••••••• I••••••••• P•••••••)

Show 6 bookkeeping events

Occurred
Dec 31, 2024
••• Locked
Occurred
Jan 1, 2024
••• Locked

Provenance

Graph: Allocators
Canonical id
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 47 h 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.