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

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AllocatorsP•••corporate pension<100m

S••••••• B••••• C•••••• P•••••• P•••

Allocators

Youngstown, OH

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Search this name across graphsid dfx:al:ac56e398-2eb0-4aff-b07f-988a13a28c01

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, 11:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
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: $6.4Mlatest reading; see basis
Assets as of: Dec 27, 2024
Assets basis: REPORTED
Funded ratio: 70%
Participants: 178
Commitments: 10with an amount; holdings are counted apart
Managers: 1
Funds: 5
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
P•• L••• C•••••••• B•••	P••••••••• R••••••••• • A•••••• I••	Fixed income	$2.0M	Dec 27, 2023	Separate account	Dol form 5500 pension
P•• L••• C•••••••• B•••	P••••••••• R••••••••• • A•••••• I••	Fixed income

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Insurance company general account	n/a	n/a	n/a	5	$290,762	Dec 27, 2024	Derived
Pooled separate accounts	n/a	n/a	n/a	49

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
E••••••	actuary	Dec 28, 2022	Dec 27, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
C••••••••• P••••••• L••	Investment management	Dec 28, 2022	Dec 27, 2023	no	fact

Relationships

Sponsors (1)

← S••••••• B••••• CompanyPlan sponsorPlan sponsor
Dec 28, 2022 to presentfactForm 5500

Advised by (1)

→ E••••••Investment consultantactuary
Dec 28, 2022 to Dec 27, 2023factForm 5500

Manages for (1)

← C••••••••• P••••••• L••Manager with allocator capitalInvestment management
Dec 28, 2022 to Dec 27, 2023factForm 5500

Dated events

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

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

Show 1 bookkeeping events

Occurred
Dec 28, 2023
S••••••• B••••• C•••••• P•••••• P••• funded ratio 66.1% -> 69.7% (2022-12-28 to 2023-12-28)

Provenance

Graph: Allocators
Canonical id: dfx:al:ac56e398-2eb0-4aff-b07f-988a13a28c01
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.