DFX Intelligence

T•••• T••••••••• P•••••• P••• N••••• O••: 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

T•••• T••••••••• P•••••• P••• N••••• O••

Allocators

Davidson, NC

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:834b799c-2175-48d5-80c4-982338d3657c

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 23, 2026, 8:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
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: $0latest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 106%
Participants: 2,187
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
Master trust investment accounts	n/a	n/a	n/a	100	$29.3M	Dec 31, 2023	Derived

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
W••••• T••••• W••••• U• L••	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← T•••• T••••••••• C•••••• L••Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (1)

→ W••••• T••••• W••••• U• L••Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Show 3 bookkeeping events

Occurred
Dec 31, 2024
••• Locked
Occurred
Dec 31, 2023
••• Locked
Occurred
Jan 1, 2023
••• Locked

Provenance

Graph: Allocators
Canonical id: dfx:al:834b799c-2175-48d5-80c4-982338d3657c
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.