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T•• R••••••• N••••••••• R••••••••• P••• f•• C•••••••••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

T•• R••••••• N••••••••• R••••••••• P••• f•• C•••••••••

Allocators

Kansas City, MO

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:97871518-b2a5-40e1-b764-a74a22709036

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, 3:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
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: $30.7Mlatest reading; see basis
Assets as of: Mar 31, 2025
Assets basis: REPORTED
Funded ratio: 100%
Participants: 340
Commitments: 33with an amount; holdings are counted apart
Managers: 6
Funds: 12
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; showing 25 of 33

Vehicle	Manager	Bucket	V••••	As of	Kind	Source
L•••••••• D••••• S••••••• C•• I•	W•••• F••••	Pooled vehicle	$16.9M	Mar 31, 2023	Collective trust	Dol form 5500 pension
L•••••••• D••••• S••••••• C•• I•	W•••• F••••	Pooled vehicle

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Common/collective trusts	n/a	n/a	n/a	99	$30.5M	Mar 31, 2025	Derived
Registered investment companies	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
P••••••••	trustee	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension
M•••••	actuary	Apr 1, 2022	Mar 31, 2023	no	fact

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
A••••••••• L•••	n/a	Mar 31, 2025	n/a	yes	fact
T• R••• P••••	n/a	Mar 31, 2024	n/a	yes	fact

Relationships

Manages for (5)

← T• R••• P••••Investment consultant
Mar 31, 2024 to presentfactForm 5500
← B••••••••Investment consultant
Mar 31, 2023 to presentfactForm 5500
← A••••••••Manager with allocator capital
Mar 31, 2024 to presentfactForm 5500
← A••••••••• L•••Manager with allocator capital
Mar 31, 2025 to present

Dated events

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

Show 2 bookkeeping events

Occurred
Apr 1, 2023
T•• R••••••• N••••••••• R••••••••• P••• f•• C••••••••• plan assets $37M -> $32M (-13.5%, 2022-04-01 to 2023-04-01)
Occurred
Apr 1, 2023
T•• R••••••• N••••••••• R••••••••• P••• f•• C••••••••• funded ratio 104.1% -> 100.3% (2022-04-01 to 2023-04-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:97871518-b2a5-40e1-b764-a74a22709036
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.