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AllocatorsP•••taft hartley100m-1b

E••••••• D••••••• R••••••••• B•••••• P•••

Allocators

Long Island City, NY

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:a932c425-2f63-4264-9f08-2391acbf14e0

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, 6:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 6
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: $259Mlatest reading; see basis
Assets as of: Oct 31, 2025
Assets basis: REPORTED
Funded ratio: 109%
Participants: 5,089
Commitments: 12with an amount; holdings are counted apart
Managers: 4
Funds: 4
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
I••• N••• E••••• I•••• F•••	C•••• C•••• T•••• C••••••	Public equity	$62.5M	Oct 31, 2025	Collective trust	Dol form 5500 pension
I••• N••• E••••• I•••• F•••	C•••• C•••• T•••• C••••••	Public equity

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	$7.3M	Oct 31, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
W•••••••• A•••••••• L••	Investment adviser	Nov 1, 2024	Oct 31, 2025	no	fact	Dol form 5500 pension
C•• L••••••••	Investment adviser	Nov 1, 2024	Oct 31, 2025	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
C•••• C••••	n/a	Oct 31, 2025	n/a	yes	fact
C•••• C•••• T•••• C••••••	n/a	Oct 31, 2025	n/a	yes	fact
L••••• S•••••	n/a

Relationships

Manages for (4)

← L••••• S•••••Manager with allocator capitalInvestment management
Nov 1, 2022 to Oct 31, 2023factForm 5500
← C•••• C•••• T•••• C••••••Manager with allocator capital
Oct 31, 2025 to presentfactForm 5500
← R•• G••••• A•••• M••••••••• I•••Investment consultant
Oct 31, 2023 to presentfactForm 5500
← C•••• C••••Manager with allocator capital

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
C•• L•••••••• appears on E••••••• D••••••• R••••••••• B•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
C•• L••••••••Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Consultant changed
W•••••••• A•••••••• L•• appears on E••••••• D••••••• R••••••••• B•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
W•••••••• A•••••••• L••Form 5500observed 7 days ago

Show 4 bookkeeping events

Occurred
Oct 31, 2025
E••••••• D••••••• R••••••••• B•••••• P••• total assets $230M -> $259M (+12.7%, 2024-10-31 to 2025-10-31)

Provenance

Graph: Allocators
Canonical id: dfx:al:a932c425-2f63-4264-9f08-2391acbf14e0
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 3 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.