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

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AllocatorsP•••corporate pension100m-1b

C•••••• H••••• P•••••• P•••

Allocators

Santa Barbara, CA

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Search this name across graphsid dfx:al:8ee0e88c-df09-4255-8260-a600a8dd6238

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, 6:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 45
Dated events: 40
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: $890Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 125%
Participants: 5,209
Commitments: 18with an amount; holdings are counted apart
Managers: 13
Funds: 16
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
L••• D••••••• I••••••••• G••••	J• M••••• C••••	Fixed income	$88.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
I••• C••• B••• F••• I• L••	I••••• R••••••• • M•••• I•••	Fixed income

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 17 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	5	$46.8M	Dec 31, 2024	Derived
U.S. Government securities	n/a	n/a	n/a

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

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
N•••• L••	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity; showing 25 of 41

Manager	Mandate	From	To	Current	Evidence
J• M••••• C••••	n/a	Dec 31, 2024	n/a	yes	fact
A•••••• A•••• M•••••••••	n/a	Dec 31, 2022	n/a	yes	fact

Relationships

Manages for (40)

← I••••• R••••••• • M•••• I•••Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← A•••••• A•••• M•••••••••Investment consultant
Dec 31, 2022 to presentfactForm 5500
← A••••••••• G•••••Manager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← S•••• S••••• G••••• A••••••• T••••Investment consultant

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
C•••••• H••••• P•••••• P••• no longer reports G••••• A•••• I••••••••• S•••• C• (last held $396,301 at 2023-12-31; absent from the 2024-12-31 filing)
G••••• A•••• I••••••••• S•••• C•Form 5500observed 6 days ago
$396,301
Occurred
Dec 31, 2024
Manager relationship started
B••• I•• L• appears on C•••••• H••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
B••• I•• L•Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship ended
G•••••••• C•••••• S•• I• •••••••• no longer appears on C•••••• H••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)

Provenance

Graph: Allocators
Canonical id: dfx:al:8ee0e88c-df09-4255-8260-a600a8dd6238
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.