DFX Intelligence

L•••• 8•• L•••• M••••••••• P•••••• F•••: plan on the allocators graph | DFX Data Factory

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AllocatorsPlantaft hartley100m-1b

L•••• 8•• L•••• M••••••••• P•••••• F•••

Allocators

Long Island City, 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:88a17622-52b9-4387-a91c-f438ce87af2f

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 23, 2026, 1:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 10
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: $110Mlatest reading; see basis
Assets as of: Aug 31, 2025
Assets basis: REPORTED
Funded ratio: 32%
Participants: 3,413
Commitments: 6with an amount; holdings are counted apart
M••••••s: 2
Funds: 2
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	M••••••	Bucket	Value	As of	Kind	Source
B••• M••••• A•••••• S• S•••• I••••	B•• M•••••	Public equity	$29.7M	Aug 31, 2025	Collective trust	Dol form 5500 pension
B••• M••••• A•••••• S• S•••• I••••	B•• M•••••	Public equity	$7.1M

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	0	$328,160	Aug 31, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	3

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
S•••• M•••• A•••••••	Investment adviser	Sep 1, 2024	Aug 31, 2025	no	fact	Dol form 5500 pension
A••••••••• B••• o• N•• Y•••	Investment adviser	Sep 1, 2024	Aug 31, 2025	no	fact	Dol form 5500 pension

M••••••s

••• Locked

M••••••	Mandate	From	To	Current	Evidence
B•••••••• I••••••••• M••••••	Investment management	Sep 1, 2022	Aug 31, 2023	no	fact
D•••••• S•••••• A•••• M•••••••••	Investment management	Sep 1, 2022	Aug 31, 2023	no	fact

Relationships

Sponsors (1)

← B•••• o• T••••••• L•••• 8•• L••••• M••••••••• P•••••• F•••Plan sponsorPlan sponsor
Sep 1, 2022 to presentfactForm 5500

Advised by (7)

→ S••••Investment consultantactuary
Sep 1, 2022 to Aug 31, 2023factForm 5500
→ T•• S•••• C•• ••••••• S•••••• I•••Investment consultantactuary
Sep 1, 2022 to Aug 31, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2025
Consultant changed
••• Locked
P•••••• T••••••••• S••••••••• I•••Form 5500observed 7 days ago
Occurred
Dec 31, 2025
Manager relationship started
••• Locked
D•••••• S•••••• A•••• M•••••••••Form 5500observed 7 days ago
Occurred
Dec 31, 2025
Consultant changed
••• Locked
A••••••••• B••• o• N•• Y•••Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:88a17622-52b9-4387-a91c-f438ce87af2f
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 10 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.