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AllocatorsPlantaft hartley<100m

Lumber Employees Local 786 Retirement Fund

Allocators

Chicago, IL

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Search this name across graphsid dfx:al:a3a3158d-650a-4413-bc8b-9904576ce06f

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 5:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 8
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: $47.2Mlatest reading; see basis
Assets as of: Aug 31, 2025
Assets basis: REPORTED
Funded ratio: 98%
Participants: 856
Commitments: 8with an amount; holdings are counted apart
Managers: 4
Funds: 4
Re-ups: 0
First-time managers: 0
Latest commitment: Aug 31, 2025
Consultants: 1
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Aug 31, 2025
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Nhit Core Fixed Income Trust	Loomis Sayles	Fixed income	$7.6M	Aug 31, 2025	Collective trust	Dol form 5500 pension
Western Asset US Core Plus LLC	Western Asset Mgmt Company, LLC	Fixed income	$7.4M	Aug 31, 2024	103 12 ie	Dol form 5500 pension
Western Asset US Core Plus LLC	Western Asset Mgmt Company, LLC	Fixed income	$6.9M	Aug 31, 2023	103 12 ie	Dol form 5500 pension
Pgim Absolute Total Return Bd	Prudential Trust Co.	Pooled vehicle	$4.4M	Aug 31, 2025	Collective trust	Dol form 5500 pension
Pgim Absolute Total Return Bd	Prudential Trust Co.	Pooled vehicle	$3.8M	Aug 31, 2024	Collective trust	Dol form 5500 pension
Pgim Absolute Total Return Bd	Prudential Trust Co.	Pooled vehicle	$3.7M	Aug 31, 2023	Collective trust	Dol form 5500 pension
NT Collective Govt Short Term Invt	Northern Trust Investments, Inc.	cash	$468,270	Aug 31, 2025	Collective trust	Dol form 5500 pension
NT Collective Govt Short Term Invt	Northern Trust Investments, Inc.	cash	$421,879	Aug 31, 2024	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 16 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Partnership/joint venture interests	n/a	n/a	n/a	10	$4.5M	Aug 31, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	26	$12.5M	Aug 31, 2025	Derived
Registered investment companies	n/a	n/a	n/a	48	$22.7M	Aug 31, 2025	Derived
Common stock	n/a	n/a	n/a	7	$3.4M	Aug 31, 2025	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Bridgeway Benefit Technologies	General consultant	Sep 1, 2024	Aug 31, 2025	no	fact	Dol form 5500 pension
Northern Trust Co.	custodian	Sep 1, 2023	Aug 31, 2024	no	fact	Dol form 5500 pension
Bridgeway Benefit Technology	General consultant	Sep 1, 2022	Aug 31, 2023	no	fact	Dol form 5500 pension
Segal Consulting	actuary	Sep 1, 2022	Aug 31, 2023	no	fact	Dol form 5500 pension
Vitech Systems Group, Inc	General consultant	Sep 1, 2022	Aug 31, 2023	no	fact	Dol form 5500 pension
Mercer	Investment adviser	Sep 1, 2022	Aug 31, 2023	no	fact	Dol form 5500 pension
BMO Harris Bank, N.A.	custodian	Sep 1, 2022	Aug 31, 2023	no	fact	Dol form 5500 pension
Lasalle Consulting Partners	General consultant	Sep 1, 2022	Aug 31, 2023	no	fact	Dol form 5500 pension
Segal	actuary	Sep 1, 2022	Aug 31, 2023	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Loomis Sayles	n/a	Aug 31, 2025	n/a	yes	fact
Western Asset Mgmt Company, LLC	n/a	Aug 31, 2024	n/a	yes	fact
Loomis Sayles	Investment management	Sep 1, 2024	Aug 31, 2025	no	fact
Western Asset Management	Investment management	Sep 1, 2022	Aug 31, 2023	no	fact
Riverbridge Partners	Investment management	Sep 1, 2022	Aug 31, 2023	no	fact
Silvercrest Asset Management Group	Investment management	Sep 1, 2022	Aug 31, 2023	no	fact
Prudential Trust Co.	Investment management	Sep 1, 2022	Aug 31, 2023	no	fact

Relationships

Manages for (6)

← Western Asset Mgmt Company, LLCManager with allocator capital
Aug 31, 2024 to presentfactForm 5500
← Loomis SaylesManager with allocator capitalInvestment management
Sep 1, 2024 to Aug 31, 2025factForm 5500
← Prudential Trust Co.Manager with allocator capitalInvestment management
Sep 1, 2022 to Aug 31, 2023factForm 5500
← Riverbridge PartnersManager with allocator capitalInvestment management
Sep 1, 2022 to Aug 31, 2023factForm 5500
← Western Asset ManagementInvestment consultantInvestment management
Sep 1, 2022 to Aug 31, 2023factForm 5500
← Silvercrest Asset Management GroupManager with allocator capitalInvestment management
Sep 1, 2022 to Aug 31, 2023factForm 5500

Sponsors (1)

← Trustees of Lumber Employees 786 Retirement FundPlan sponsorPlan sponsor
Sep 1, 2022 to presentfactForm 5500

Advised by (9)

→ SegalInvestment consultantactuary
Sep 1, 2022 to Aug 31, 2023factForm 5500
→ BMO Harris Bank, N.A.Investment consultantcustodian
Sep 1, 2022 to Aug 31, 2023factForm 5500
→ Lasalle Consulting PartnersInvestment consultantGeneral consultant
Sep 1, 2022 to Aug 31, 2023factForm 5500
→ Bridgeway Benefit TechnologyInvestment consultantGeneral consultant
Sep 1, 2022 to Aug 31, 2023factForm 5500
→ Segal ConsultingInvestment consultantactuary
Sep 1, 2022 to Aug 31, 2023factForm 5500
→ Vitech Systems Group, IncInvestment consultantGeneral consultant
Sep 1, 2022 to Aug 31, 2023factForm 5500
→ MercerInvestment consultantInvestment adviser
Sep 1, 2022 to Aug 31, 2023factForm 5500
→ Northern Trust Co.Investment consultantcustodian
Sep 1, 2023 to Aug 31, 2024factForm 5500
→ Bridgeway Benefit TechnologiesInvestment consultantGeneral consultant
Sep 1, 2024 to Aug 31, 2025factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Vitech Systems Group, Inc no longer appears on Lumber Employees Local 786 Retirement Fund's Schedule C as general consultant (plan year 2024 vs 2023)
Vitech Systems Group, Inc Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship started
Loomis Sayles appears on Lumber Employees Local 786 Retirement Fund's Schedule C as investment manager (plan year 2024 vs 2023)
Loomis Sayles Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Consultant changed
Bridgeway Benefit Technologies appears on Lumber Employees Local 786 Retirement Fund's Schedule C as general consultant (plan year 2024 vs 2023)
Bridgeway Benefit Technologies Form 5500observed 4 days ago
Occurred
Aug 31, 2024
Holding in a pooled vehicle started
Lumber Employees Local 786 Retirement Fund first reports an interest in NT Collective Govt Short Term Invt (Northern Trust Collective Eafe Inde): $421,879 at 2024-08-31
Northern Trust Investments, Inc.Form 5500observed 4 days ago
$421,879
Occurred
Dec 31, 2023
Consultant changed
Bridgeway Benefit Technology no longer appears on Lumber Employees Local 786 Retirement Fund's Schedule C as general consultant (plan year 2023 vs 2022)
Bridgeway Benefit Technology Form 5500observed 4 days ago

Show 3 bookkeeping events

Occurred
Aug 31, 2025
Lumber Employees Local 786 Retirement Fund no longer reports Western Asset US Core Plus LLC (Western Asset US Core Plus LLC) (last held $7M at 2024-08-31; absent from the 2025-08-31 filing)
Occurred
Aug 31, 2025
Lumber Employees Local 786 Retirement Fund first reports an interest in Nhit Core Fixed Income Trust: $8M at 2025-08-31
Occurred
Sep 1, 2024
Lumber Employees Local 786 Retirement Fund funded ratio 94.4% -> 98.1% (2023-09-01 to 2024-09-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:a3a3158d-650a-4413-bc8b-9904576ce06f
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 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.