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AllocatorsPlancorporate pension<100m

Kramer Levin Employees' Retirement Plan

Allocators

NEW York, 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:8f3ad3e1-364b-4d21-ac32-5214a7fd676c

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 2:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
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: $38.6Mlatest reading; see basis
Assets as of: Sep 30, 2025
Assets basis: REPORTED
Funded ratio: 97%
Participants: 310
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 1
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Sep 30, 2025
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Master trust investment accounts	n/a	n/a	n/a	99	$38.3M	Sep 30, 2025	Derived

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
Slcmgmt Collective Investment Trust	Investment adviser	Oct 1, 2024	Sep 30, 2025	no	fact	Dol form 5500 pension
Mercer	actuary	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension
Morgan Stanley Smith Barney, LLC	Investment adviser	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension
MG Trust Company DBA Matrix Trust	custodian	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Herbert Smith Freehills Kramer (US) LLPPlan sponsorPlan sponsor
Oct 1, 2022 to presentfactForm 5500

Advised by (4)

→ MercerInvestment consultantactuary
Oct 1, 2022 to Sep 30, 2023factForm 5500
→ Morgan Stanley Smith Barney, LLCInvestment consultantInvestment adviser
Oct 1, 2022 to Sep 30, 2023factForm 5500
→ MG Trust Company DBA Matrix TrustInvestment consultantcustodian
Oct 1, 2022 to Sep 30, 2023factForm 5500
→ Slcmgmt Collective Investment TrustManager with allocator capitalInvestment adviser
Oct 1, 2024 to Sep 30, 2025factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
SLC Management appears on Kramer Levin Employees' Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Slcmgmt Collective Investment Trust Form 5500observed 6 days ago

Show 3 bookkeeping events

Occurred
Oct 1, 2024
Kramer Levin Employees' Retirement Plan plan assets $34M -> $37M (+10.0%, 2023-10-01 to 2024-10-01)
Occurred
Oct 1, 2024
Kramer Levin Employees' Retirement Plan funded ratio 89.0% -> 96.5% (2023-10-01 to 2024-10-01)
Occurred
Sep 30, 2024
Kramer Levin Employees' Retirement Plan total assets $34M -> $38M (+11.5%, 2023-09-30 to 2024-09-30)

Provenance

Graph: Allocators
Canonical id: dfx:al:8f3ad3e1-364b-4d21-ac32-5214a7fd676c
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.

Kramer Levin Employees' Retirement Plan

Allocators

NEW York, 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:8f3ad3e1-364b-4d21-ac32-5214a7fd676c

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Master trust investment accounts

n/a

$38.3M

Sep 30, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

Slcmgmt Collective Investment Trust

Investment adviser

Oct 1, 2024

Sep 30, 2025

fact

Dol form 5500 pension

Mercer

actuary

Oct 1, 2022

Sep 30, 2023

fact

Dol form 5500 pension

Morgan Stanley Smith Barney, LLC

Investment adviser

Oct 1, 2022

Sep 30, 2023

fact

Dol form 5500 pension

MG Trust Company DBA Matrix Trust

custodian

Oct 1, 2022

Sep 30, 2023

fact

Dol form 5500 pension