DFX Intelligence

P•••••• P••• f•• S••••••• E•••••••• o• F•••••••• C•••••••••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

P•••••• P••• f•• S••••••• E•••••••• o• F•••••••• C•••••••••

Allocators

Lake Forest, IL

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:8f0bb3f6-b8f3-4142-bb3b-cbcfc521f285

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, 4:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 6
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: 80%
Participants: 143
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers

Policy targets, latest period

••• Locked

B•••et	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Master trust investment accounts	n/a	n/a	n/a	100	$9.2M	Dec 31, 2023	Derived

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
B••• G•••••• L••	actuary	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
A••	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← F•••••••• LLCPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (5)

→ AonInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ T•• S•••••••Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ P•••••••• G••••• I•••••••• L••

Dated events

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

Occurred
Dec 31, 2023
Consultant changed
P•••••••• G••••• I••••••••, LLC no longer appears on P•••••• P••• f•• S••••••• E•••••••• o• F•••••••• C•••••••••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
P•••••••• G••••• I•••••••• L••Form 5500observed 7 days ago

Show 5 bookkeeping events

Occurred
Sep 30, 2024
P•••••• P••• f•• S••••••• E•••••••• o• F•••••••• C••••••••• total assets $9M -> $0 (-100.0%, 2023-12-31 to 2024-09-30)
Occurred
Jan 1, 2024
P•••••• P••• f•• S••••••• E•••••••• o• F•••••••• C••••••••• plan assets $11M -> $9M (-17.4%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
P•••••• P••• f•• S••••••• E•••••••• o• F•••••••• C••••••••• total assets $11M -> $9M (-17.5%, 2022-12-31 to 2023-12-31)

Provenance

Graph: Allocators
Canonical id: dfx:al:8f0bb3f6-b8f3-4142-bb3b-cbcfc521f285
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 1 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.