DFX Intelligence

W•••••• L••• S••••••• P••••• I••••••• P•••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••taft hartley<100m

W•••••• L••• S••••••• P••••• I••••••• P•••••• P•••

Allocators

Duluth, MN

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:99220b3a-54db-457c-8620-242a5dc527ab

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, 5:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
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: $83.1Mlatest reading; see basis
Assets as of: Apr 30, 2025
Assets basis: REPORTED
Funded ratio: 111%
Participants: 706
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers

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	0	$389,463	Apr 30, 2025	Derived
Registered investment companies	n/a	n/a	n/a	99

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
M•••••••• I•••	actuary	May 1, 2022	Apr 30, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
S••••••• P•••••••	Investment management	May 1, 2022	Apr 30, 2023	no	fact

Relationships

Sponsors (1)

← Board of Trustees - W•••••• L••• S••••••• P••••• I••••••• PensionPlan sponsorPlan sponsor
May 1, 2022 to presentfactForm 5500

Advised by (1)

→ M•••••••• I•••Investment consultantactuary
May 1, 2022 to Apr 30, 2023factForm 5500

Manages for (1)

← S••••••• P•••••••Manager with allocator capitalInvestment management
May 1, 2022 to Apr 30, 2023fact

Dated events

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

Show 1 bookkeeping events

Occurred
May 1, 2024
W•••••• L••• S••••••• P••••• I••••••• P•••••• P••• funded ratio 113.1% -> 110.9% (2023-05-01 to 2024-05-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:99220b3a-54db-457c-8620-242a5dc527ab
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 7 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.