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AllocatorsP•••taft hartley100m-1b

G•••••• S•••••••• A••••••••• I••••••••• L••••••••• A••••••••• P•••••• P•••

Allocators

Savannah, GA

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:9a725a7b-bd73-4f2e-990d-952b04f590b4

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 6:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 13
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: $832Mlatest reading; see basis
Assets as of: Sep 30, 2025
Assets basis: REPORTED
Funded ratio: 105%
Participants: 4,168
Commitments: 26with an amount; holdings are counted apart
Managers: 5
Funds: 10
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
B••• M••••• D• B• M•• S•• I•••• F•	B•• M•••••	Pooled vehicle	$98.8M	Sep 30, 2025	Collective trust	Dol form 5500 pension
B••• M••••• D• B• M•• S•• I•••• F•	B•• M•••••	Pooled vehicle	$87.1M

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	3	$23.5M	Sep 30, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
S••••	actuary	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension
J••••••• C•••• B•••• N•••	Discretionary trustee	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
W•••••• B•••• I••••••••• M•••••••••	n/a	Sep 30, 2024	n/a	yes	fact
L••••• A•••• M••••••••• L••	n/a	Sep 30, 2023	n/a	yes	fact
N• A••••••••• A•••••••• L••	Investment management

Relationships

Manages for (10)

← W•••••• B•••• I••••••••• M•••••••••Manager with allocator capitalInvestment management
Oct 1, 2023 to Sep 30, 2024factForm 5500
← L••••• A•••• M••••••••• L••Investment consultant
Sep 30, 2023 to presentfactForm 5500
← T•• B••••• C••••••Manager with allocator capitalInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500
← N•••••••• B•••••

Dated events

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

Occurred
Dec 31, 2024
Manager relationship started
NB A•••••••••s Advisers LLC appears on G•••••• S•••••••• A••••••••• I••••••••• L••••••••• A••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
N• A••••••••• A•••••••• L••Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Manager relationship ended
W•••••• B•••• no longer appears on G•••••• S•••••••• A••••••••• I••••••••• L••••••••• A••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
W•••••• B•••• I••••••••• M•••••••••Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Manager relationship ended

Provenance

Graph: Allocators
Canonical id: dfx:al:9a725a7b-bd73-4f2e-990d-952b04f590b4
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 4 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.

Show 8 bookkeeping events

Occurred
Sep 30, 2025
G•••••• S•••••••• A••••••••• I••••••••• L••••••••• A••••••••• P•••••• P••• total assets $753M -> $832M (+10.5%, 2024-09-30 to 2025-09-30)
Occurred
Sep 30, 2025
G•••••• S•••••••• A••••••••• I••••••••• L••••••••• A••••••••• P•••••• P••• no longer reports W•••••• B•••• C••••••••• I•• T•••• (last held $32M at 2024-09-30; absent from the 2025-09-30 filing)
Occurred
Sep 30, 2025
G•••••• S•••••••• A••••••••• I••••••••• L••••••••• A••••••••• P•••••• P••• no longer reports L••••• G••••• S•••••••• E••••• (last held $36M at 2024-09-30; absent from the 2025-09-30 filing)
Occurred
Oct 1, 2024
G•••••• S•••••••• A••••••••• I••••••••• L••••••••• A••••••••• P•••••• P••• plan assets $654M -> $750M (+14.7%, 2023-10-01 to 2024-10-01)
Occurred
Oct 1, 2024
G•••••• S•••••••• A••••••••• I••••••••• L••••••••• A••••••••• P•••••• P••• funded ratio 96.2% -> 105.1% (2023-10-01 to 2024-10-01)
Occurred
Sep 30, 2024
G•••••• S•••••••• A••••••••• I••••••••• L••••••••• A••••••••• P•••••• P••• total assets $655M -> $753M (+14.9%, 2023-09-30 to 2024-09-30)
Occurred
Oct 1, 2023
G•••••• S•••••••• A••••••••• I••••••••• L••••••••• A••••••••• P•••••• P••• plan assets $593M -> $654M (+10.2%, 2022-10-01 to 2023-10-01)
Occurred
Oct 1, 2023
G•••••• S•••••••• A••••••••• I••••••••• L••••••••• A••••••••• P•••••• P••• funded ratio 103.5% -> 96.2% (2022-10-01 to 2023-10-01)