DFX Intelligence

O••••• • M••••• A•••••• B•••••• D•••••• B•••••• C••••••••• P•••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension100m-1b

O••••• • M••••• A•••••• B•••••• D•••••• B•••••• C••••••••• P•••••• P•••

Allocators

NEW York, NY

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:81427d31-7dd8-4b4b-aab3-f0eb41a9f8d4

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, 12:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
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: $171Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 115%
Participants: 2,299
Commitments: 18with an amount; holdings are counted apart
Managers: 3
Funds: 7
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
L••• D••••••• C•••••••• C••••• S•••	B•••••••• I••••••••• T•••• C••••••• N•••	Private credit	$90.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
L••• D••••••• C•••••••• C••••• S•••	B•••••••• I••••••••• T•••• C••••••• N•••	Private credit

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	1	$2.2M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	99

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
P•••••••• C•••••• S••••••••	custodian	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
M•••••	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
B•••••••• I••••• T•••• C••••••• N••	n/a	Dec 31, 2023	n/a	yes	fact
B•••••••• I••••••••• T•••• C••••	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (2)

← B•••••••• I••••• T•••• C••••••• N••Manager with allocator capital
Dec 31, 2023 to presentfactForm 5500
← B•••••••• I••••••••• T•••• C••••Investment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Sponsors (1)

← The O••••• Group, LLCPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle started
O••••• • M••••• A•••••• B•••••• D•••••• B•••••• C••••••••• P•••••• P••• first reports an interest in I••••••••• T••• C••••• B••• I••••: $2M at 2024-12-31
I••••••••• T••• C••••• B••• I••••Form 5500observed 6 days ago
$1.6M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
O••••• • M••••• A•••••• B•••••• D•••••• B•••••• C••••••••• P•••••• P••• first reports an interest in B•• M••• E••••• I•••• F••• R•••••: $3 at 2023-12-31
B•• M••• E••••• I•••• F••• R•••••Form 5500observed 6 days ago
3 usd

Show 2 bookkeeping events

Provenance

Graph: Allocators
Canonical id: dfx:al:81427d31-7dd8-4b4b-aab3-f0eb41a9f8d4
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.