X•• P•••••• P•••

Allocators

Portland, OR

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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, 6:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 7
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: $1.5Blatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 108%
Participants: 22,519
Commitments: 12with an amount; holdings are counted apart
Managers: 6
Funds: 6
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
S•• 5•• F••••••• N• F•••	S•••• S••••• G••••• A••••••• T•••• C••••••	Pooled vehicle	$58.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension
S•• 5•• F••••••• N• F•••	S•••• S••••• G••••• A••••••• T•••• C••••••	Pooled vehicle

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	1	$8.3M	Dec 31, 2024	Derived
U.S. Government securities	n/a	n/a	n/a	24

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
N••••••• T•••• C••	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
M•••••	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
N••••••• T•••• I••••••••• I•••••••••	n/a	Dec 31, 2024	n/a	yes	fact
A•••••••••	n/a	Dec 31, 2023	n/a	yes	fact
W•••••• A•••• M••• C••••••• L••	Investment management

Relationships

Manages for (9)

← A•••••••••Manager with allocator capital
Dec 31, 2023 to presentfactForm 5500
← N••••••• T•••• I••••••••• I•••••••••Manager with allocator capital
Dec 31, 2024 to presentfactForm 5500
← L••••• A•••• M••••••••• L••Investment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← C•••••• I••••••••• I•••Manager with allocator capital

Dated events

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

Order

Occurred
31 Dec 2023
Holding in a pooled vehicle started2 events
X•• P•••••• P•••: holding in a pooled vehicle started, 2 funds, on 31 Dec 2023
$28.5M to $28.8M
- ••• Locked (C• A••••••••• I••••••••• E•••••)$28.5M
- ••• Locked (S•••• T••• I••••••••• F•••)$28.8M
Occurred
31 Dec 2023
Holding in a pooled vehicle ended2 events
X•• P•••••• P•••: holding in a pooled vehicle ended, 2 funds, on 31 Dec 2023
$27.8M to $34.8M
- ••• Locked (A•••• S••••• C••••••)$34.8M
- ••• Locked (N••••••• T•••• I••••••••• I•••)$27.8M

Show 3 bookkeeping events

Occurred
Jan 1, 2024
••• Locked

Provenance

Graph: Allocators
Canonical id
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 27 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.

All 12 rows

Vehicle	Manager	Bucket	Value	As of	Kind	Source
W•••••• B•••• S•••••••• C•• C••• C•	W•••••• B•••• I••••••••• M•••••••••	Pooled vehicle	$13.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
W•••••• B•••• S•••••••• C•• C••• C•	W•••••• B•••• I••••••••• M•••••••••	Pooled vehicle	$13.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension