DFX Intelligence

P•••••• C••••• U•••• P•••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

P•••••• C••••• U•••• P•••••• P•••

Allocators

Dublin, CA

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:aa075ea6-91f8-4186-b865-802100121810

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, 6:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
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

T•••• assets: $71.9Mlatest reading; see basis
Assets as of: Nov 30, 2024
Assets basis: REPORTED
Funded ratio: 93%
Participants: 658
Commitments: 28with an amount; holdings are counted apart
Managers: 4
Funds: 15
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	V••••	As of	Kind	Source
L••• D••••••• B•••••••• F•••	E•••••• A•••••• I•••••••• C••••••	Fixed income	$20.4M	Nov 30, 2024	Separate account	Dol form 5500 pension
L••• D••••••• B•••••••• F•••	n/a	Fixed income	$18.3M

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	0	$311,109	Nov 30, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	8

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
E••••••	actuary	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
E•••••• A•••••• I•••••••• C••••••	n/a	Nov 30, 2024	n/a	yes	fact
D••••• C••••••• L••	n/a	Nov 30, 2023	n/a	yes	fact
P•••••••••	n/a

Relationships

Manages for (4)

← D••••• C••••••• L••Manager with allocator capital
Nov 30, 2023 to presentfactForm 5500
← P•••••••••Manager with allocator capital
Nov 30, 2023 to presentfactForm 5500
← E•••••• A•••••• I•••••••• C••••••Investment consultant
Nov 30, 2024 to presentfactForm 5500
← P••••••••• R••••••••• • A•••••• I••Manager with allocator capitalInvestment management

Dated events

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

Occurred
Nov 30, 2024
Holding in a pooled vehicle ended
P•••••• C••••• U•••• P•••••• P••• no longer reports Mid G••••• / Frontier Capital (P••••••••• R••••••••• • A•••••• I••) (last held $1M at 2023-11-30; absent from the 2024-11-30 filing)
P••••••••• R••••••••• • A•••••• I••Form 5500observed 7 days ago
$1.4M
Occurred
Nov 30, 2024
Holding in a pooled vehicle started
P•••••• C••••• U•••• P•••••• P••• first reports an interest in M•• G••••• • W•••••••• C•••••• (P••••••••• R••••••••• • A•••••• I••): $2M at 2024-11-30
P••••••••• R••••••••• • A•••••• I••Form 5500observed 7 days ago
$1.7M

Show 1 bookkeeping events

Provenance

Graph: Allocators
Canonical id: dfx:al:aa075ea6-91f8-4186-b865-802100121810
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 4 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.