DFX Intelligence

H•••••• E••••••••• • R•••••• C•••••• C••• B•••••• P•••••• P••• f•• H••••• E••••••••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

H•••••• E••••••••• • R•••••• C•••••• C••• B•••••• P•••••• P••• f•• H••••• E••••••••

Allocators

H••••••, 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:83b9f4ca-e1c3-4ca5-b7d6-e2c5f80d3063

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, 3:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
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: $13.6Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 110%
Participants: 253
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
Registered investment companies	n/a	n/a	n/a	100	$13.5M	Dec 31, 2024	Derived

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
R•••••• J•••• • A••••••••• I•••	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
E•••• • Y•••• L••	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← H•••••• E••••••••• & R•••••• CompanyPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ R•••••• J•••• • A••••••••• I•••Investment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ E•••• • Y•••• L••Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Show 2 bookkeeping events

Occurred
Jan 1, 2023
H•••••• E••••••••• • R•••••• C•••••• C••• B•••••• P•••••• P••• f•• H••••• E•••••••• plan assets $19M -> $15M (-23.6%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
H•••••• E••••••••• • R•••••• C•••••• C••• B•••••• P•••••• P••• f•• H••••• E•••••••• funded ratio 99.3% -> 109.7% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:83b9f4ca-e1c3-4ca5-b7d6-e2c5f80d3063
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.