I••••••• L•••• 4•• P•••••• P•••

Allocators

West Trenton, NJ

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Search this name across graphsid dfx:al:a8aa81b0-4665-4c5b-8016-039ab1350422

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, 2:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 7
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: $302Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 92%
Participants: 1,542
Commitments: 3with an amount; holdings are counted apart
Managers: 1
Funds: 1
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
J•••• S•••••••• P••••••• F•••	J••• M••••• C••••	Real estate	$12.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
J•••• S•••••••• P••••••• F•••	J••• M••••• C••••	Real estate	$10.3M

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	$8.5M	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
U•• F•••••••• S••••••• I•••	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
J••• M••••• I••••••••• M•••••••••	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
K•••• A••••••• R••••••	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
R••••••• C•••••• M••••••••• I•••	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
I•••••• I••••••••• M••••••••• C•	Investment management

Relationships

Sponsors (1)

← Ibew Joint Pension Fund L•••• 456Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ U•• F•••••••• S••••••• I•••Plan sponsorcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ J••• M••••• I••••••••• M•••••••••Investment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Manager relationship ended
C••••••••• no longer appears on I••••••• L•••• 4•• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)
C•••••••••Form 5500observed 7 days ago
Occurred
Dec 31, 2023
Manager relationship started
I•••••• I••••••••• M••••••••• C• appears on I••••••• L•••• 4•• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)
I•••••• I••••••••• M••••••••• C•Form 5500observed 7 days ago

Show 5 bookkeeping events

Occurred
Jan 1, 2024
I••••••• L•••• 4•• P•••••• P••• plan assets $243M -> $273M (+12.5%, 2023-01-01 to 2024-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:a8aa81b0-4665-4c5b-8016-039ab1350422
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.