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J•••• I••••••• B•••• o• t•• E••••••••• I••••••• E••••••••• R••••••••• I••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

J•••• I••••••• B•••• o• t•• E••••••••• I••••••• E••••••••• R••••••••• I••••• P•••

Allocators

Flushing, 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:96799d4b-39df-4105-b694-a6f00b1c5170

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, 10:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 6
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: $36.0Mlatest reading; see basis
Assets as of: Sep 30, 2025
Assets basis: REPORTED
Funded ratio: 120%
Participants: 359
Commitments: 6with an amount; holdings are counted apart
Managers: 2
Funds: 2
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
S••• U•••• L•••• R•••••• 3••• I••••	S•••• S••••• G••••• A••••••• T••••	Pooled vehicle	$16.7M	Sep 30, 2025	Collective trust	Dol form 5500 pension
S••• U•••• L•••• R•••••• 3••• I••••	S•••• S••••• G••••• A••••••• T••••

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 25 rows folded into 8

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	12	$4.5M	Sep 30, 2025	Derived
Non-interest-bearing cash	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
S•••• S••••• B••• • T•••• C••••••	custodian	Oct 1, 2024	Sep 30, 2025	no	fact	Dol form 5500 pension
M•••••••• I•••	actuary	Oct 1, 2022	Sep 30, 2023	no

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

Manager	Mandate	From	To	Current	Evidence
S•••• S••••• G••••• A••••••• T••••	n/a	Sep 30, 2024	n/a	yes	fact
V••••• P••••••• I••	Investment management	Oct 1, 2024	Sep 30, 2025	no	fact

Relationships

Manages for (3)

← S•••• S••••• G••••• A••••••• T••••Investment consultant
Sep 30, 2024 to presentfactForm 5500
← S•••• S••••• B••• • T•••• C••••••Investment consultantInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500
← V••••• P••••••• I••Manager with allocator capitalInvestment management
Oct 1, 2024 to Sep 30, 2025factForm 5500

Sponsors (1)

Dated events

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

Occurred
Dec 31, 2024
Manager relationship started
Seix Investments Advisors LLC appears on J•••• I••••••• B•••• o• t•• E••••••••• I••••••• E••••••••• R••••••••• I••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
V••••• P••••••• I••Form 5500observed 6 days ago

Show 5 bookkeeping events

Occurred
Sep 30, 2025
J•••• I••••••• B•••• o• t•• E••••••••• I••••••• E••••••••• R••••••••• I••••• P••• total assets $32M -> $36M (+13.7%, 2024-09-30 to 2025-09-30)
Occurred
Oct 1, 2024
J•••• I••••••• B•••• o• t•• E••••••••• I••••••• E••••••••• R••••••••• I••••• P••• plan assets $26M -> $31M (+20.7%, 2023-10-01 to 2024-10-01)
Occurred
Sep 30, 2024
J•••• I••••••• B•••• o• t•• E••••••••• I••••••• E••••••••• R••••••••• I••••• P••• total assets $26M -> $32M (+21.9%, 2023-09-30 to 2024-09-30)

Provenance

Graph: Allocators
Canonical id: dfx:al:96799d4b-39df-4105-b694-a6f00b1c5170
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.