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T•• F••••••• B••• P•••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

T•• F••••••• B••• P•••••• P•••

Allocators

Fuquay-Varina, NC

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:a26e3f0d-644a-4c73-9d94-6354b48a9158

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, 11:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 4
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: $40.0Mlatest reading; see basis
Assets as of: Dec 31, 2025
Assets basis: REPORTED
Funded ratio: 133%
Participants: 291
Commitments: 4with an amount; holdings are counted apart
Managers: 3
Funds: 4
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
L••• D••••••• C•••••••• C••••• S•••	B•••••••• I••••••••• T•••• C••••••• N•••	Private credit	$13.7M	Dec 31, 2025	Collective trust	Dol form 5500 pension
I••••••••• D••••••• C••• N• F•••	B•••••••• I••••• T•••• C••••••• N••	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	3	$1.0M	Dec 31, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	88

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
U•• C••••••••• G••••	actuary	Jan 1, 2025	Dec 31, 2025	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
B•••••••• I••••• T•••• C••••••• N••	n/a	Dec 31, 2025	n/a	yes	fact
B•••••••• I••••••••• T•••• C••••	Investment management	Jan 1, 2025	Dec 31, 2025	no	fact

Relationships

Manages for (2)

← B•••••••• I••••• T•••• C••••••• N••Manager with allocator capital
Dec 31, 2025 to presentfactForm 5500
← B•••••••• I••••••••• T•••• C••••Investment consultantInvestment management
Jan 1, 2025 to Dec 31, 2025factForm 5500

Sponsors (1)

← The F••••••• B•••Plan sponsorPlan sponsor
Jan 1, 2025 to presentfactForm 5500

Advised by (1)

Dated events

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

Show 4 bookkeeping events

Occurred
Jan 1, 2025
T•• F••••••• B••• P•••••• P••• funded ratio 145.9% -> 132.9% (2024-01-01 to 2025-01-01)
Occurred
Jan 1, 2024
T•• F••••••• B••• P•••••• P••• funded ratio 141.3% -> 145.9% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
T•• F••••••• B••• P•••••• P••• plan assets $48M -> $37M (-23.9%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
T•• F••••••• B••• P•••••• P••• funded ratio 163.0% -> 141.3% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:a26e3f0d-644a-4c73-9d94-6354b48a9158
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.