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AllocatorsPlanTaft hartley100M-1BTaft hartley

W•••••••• E•••••••• U•••• L•••• N•• 7•• P•••••• T•••• F•••

Sparks, MD

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 graphs

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 24, 2026, 3:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 5
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: $151Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 52%
Participants: 1,951
Commitments: 11with an amount; holdings are counted apart
Managers: 4
Funds: 4
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
N• C••••••••• R•••••• 1••• G••••• I•	N••••••• T•••• I••••••••• I•••	Pooled vehicle	$15.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
N• C••••••••• R•••••• 1••• G••••• I•	N••••••• T•••• I••••••••• I•••	Pooled vehicle

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$2.4M	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
P•• B•••	custodian	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
I••••••••• P••••••••• S•••••••	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
H•••••• J••••••• G••••• A•••••••	n/a	Dec 31, 2024	n/a	yes	fact
L••••• S••••• T•••• C••••••	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
C•• A•••••••	Investment management

Relationships

Manages for (13)

← H•••••• J••••••• G••••• A•••••••Investment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← P••••••••• I•••••••• C•••••• o• A••Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← B••• W•••••••• A•••• M•••••••••Investment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← L••••• S••••• H••• Y•••• F•••

Dated events

1 bookkeeping event (roster, classification and holdings changes) folded below

Order

Occurred
31 Dec 2024
Holding in a pooled vehicle ended
••• Locked
J• M•••••Form 5500
$7.7M
Occurred
31 Dec 2024
Manager relationship started
••• Locked
C••••• C•••••• P•••••••• L•Form 5500
Occurred
31 Dec 2023
Manager relationship ended
••• Locked
B••• W•••••••• A•••• M•••••••••Form 5500
Occurred
31 Dec 2023
Manager relationship started
••• Locked
J••••••• C•••• B•••• N•••Form 5500

Show 1 bookkeeping event

Occurred
Jan 1, 2023

Provenance

Graph: Allocators
Canonical id
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 36 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 11 rows

Vehicle	Manager	Bucket	Value	As of	Kind	Source
H•••••• J••••••• I•••• E••••• G••••	H•••••• J••••••• G••••• A•••••••	Public equity	$5.7M	Dec 31, 2022	103 12 ie	Dol form 5500 pension

All 14 rows

Manager	Mandate	From	To	Current	Evidence
P••••••••• I•••••••• C•••••• o• A••	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
A•••••• C•••••• M••••••••• C••• L••	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
L••••• S••••• H••• Y•••• F•••	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
C••• M••••	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact