DFX Intelligence

S•••••• H••••• E••••••••• P•••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

S•••••• H••••• E••••••••• P•••••• P•••

Allocators

S•••• F••••, SD

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:8b24ebf7-922b-44ea-917e-f6f0338abad0

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 7:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
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: $0latest reading; see basis
Assets as of: Sep 30, 2024
Assets basis: REPORTED
Funded ratio: 103%
Participants: 2,229
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
F••••-time managers

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	3	$8.0M	Dec 31, 2023	Derived
U.S. Government securities	n/a	n/a	n/a	3

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
A••••• P••••••• L••	Pension consultant	Jan 1, 2024	Sep 30, 2024	no	fact	Dol form 5500 pension
P•••••••• C•••••• S••••••••	custodian	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
S••	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact

Relationships

Sponsors (1)

← S•••••• H•••••Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (8)

→ M••••• S•••••• I••••••••• M•• I•••Investment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ R••• L•••Manager with allocator capitalInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
W••••• T••••• W••••• U• L•• no longer appears on S•••••• H••••• E••••••••• P•••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)
W••••• T••••• W••••• U• L••Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Sei no longer appears on S•••••• H••••• E••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
S••Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Manager relationship ended
R••• L••• Asset Management no longer appears on S•••••• H••••• E••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)

Provenance

Graph: Allocators
Canonical id: dfx:al:8b24ebf7-922b-44ea-917e-f6f0338abad0
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 4 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.