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AllocatorsP•••corporate pension<100m

G•• F•••••• C••••• U•••• D•••••• B•••••• P•••

Allocators

Tampa, FL

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:901970b5-1514-4f1b-83b4-6e0b1c0c3566

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, 8:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 11
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: $9.3Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 80%
Participants: 258
Commitments: 56with an amount; holdings are counted apart
Managers: 5
Funds: 24
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	V••••	As of	Kind	Source
P••••••••• S•••••••••	E•••••• A•••••• I•••••••• C••••••	cash	$1.6M	Dec 31, 2024	Separate account	Dol form 5500 pension
P••••••••• S•••••••••	P•••••••••	cash	$1.5M

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	69	$6.4M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	31

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
E••••••	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
E•••••• A•••••• I•••••••• C••••••	n/a	Dec 31, 2024	n/a	yes	fact
D••••• C••••••• L••	n/a	Dec 31, 2022	n/a	yes	fact
P•••••••••	n/a

Relationships

Manages for (4)

← D••••• C••••••• L••Manager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← P•••••••••Manager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← I••••••Investment consultant
Dec 31, 2022 to presentfactForm 5500
← E•••••• A•••••• I•••••••• C••••••Investment consultant
Dec 31, 2024 to present

Dated events

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

Occurred
Dec 31, 2023
Holding in a pooled vehicle started
••• Locked
P••••••••• R••••••••• • A•••••• I••Form 5500observed 7 days ago
$1.1M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
••• Locked
P••••••••• R••••••••• • A•••••• I••Form 5500observed 7 days ago
$1.2M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
••• Locked
P••••••••• R••••••••• • A•••••• I••Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:901970b5-1514-4f1b-83b4-6e0b1c0c3566
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 17 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.