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R••••••••• P••• f•• E•••••••• o• O•••• S•••• C••••••••• I•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension100m-1b

R••••••••• P••• f•• E•••••••• o• O•••• S•••• C••••••••• I•••

Allocators

Lakeville-Middleboro, MA

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:9e14cd0e-6201-4998-9663-365f0a3255ca

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, 2:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 14
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: $225Mlatest reading; see basis
Assets as of: Aug 31, 2025
Assets basis: REPORTED
Funded ratio: 92%
Participants: 2,038
Commitments: 30with an amount; holdings are counted apart
Managers: 6
Funds: 15
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	V••••	As of	Kind	Source
L••• U• C••••• I••• N• F•••	S•••• S••••• G••••• A••••••• T•••• C••••••	Private credit	$79.8M	Aug 31, 2023	Collective trust	Dol form 5500 pension
L••• U• C••••• I••• N• F•••	S•••• S••••• G••••• A••••••• T•••• C••••••	Private credit

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	1	$1.5M	Aug 31, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	98

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
A••	actuary	Sep 1, 2022	Aug 31, 2023	no	fact	Dol form 5500 pension
S•••• S••••• B••• • T•••• C••••••	trustee	Sep 1, 2022	Aug 31, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
N•••• L••	n/a	Aug 31, 2025	n/a	yes	fact
S•••• S••••• G••••• A••••••• T••••	n/a	Aug 31, 2024	n/a	yes	fact
B•••••••• I••••• T•••• C••••••• N••	n/a

Relationships

Manages for (7)

← N•••• L••Investment consultant
Aug 31, 2025 to presentfactForm 5500
← S•••• S••••• G••••• A••••••• T••••Investment consultant
Aug 31, 2024 to presentfactForm 5500
← B•••••••• I••••• T•••• C••••••• N••Manager with allocator capital
Aug 31, 2023 to presentfactForm 5500
← N•• E•••••• P•••••• C•••••••••Investment consultantInvestment management

Dated events

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

Occurred
Aug 31, 2024
Holding in a pooled vehicle started
R••••••••• P••• f•• E•••••••• o• O•••• S•••• C••••••••• I••• first reports an interest in N••• G••••• E••••• C••: $6M at 2024-08-31
N••• G••••• E••••• C••Form 5500observed 7 days ago
$6.3M
Occurred
Aug 31, 2024
Holding in a pooled vehicle started
R••••••••• P••• f•• E•••••••• o• O•••• S•••• C••••••••• I••• first reports an interest in N••• U• S•••• C•• E••••• C••: $3M at 2024-08-31
N••• U• S•••• C•• E••••• C••Form 5500observed 7 days ago
$2.9M
Occurred
Aug 31, 2024
Holding in a pooled vehicle started
R••••••••• P••• f•• E•••••••• o• O•••• S•••• C••••••••• I••• first reports an interest in S•••• S••••• F••• R••• U••• 1••• N•: $4M at 2024-08-31

Provenance

Graph: Allocators
Canonical id: dfx:al:9e14cd0e-6201-4998-9663-365f0a3255ca
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.