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AllocatorsPlantaft hartley<100m

Cumberland MD Teamsters Const. Ind. & Misc. Pension Fund

Allocators

Cumberland, MD

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:afa11e32-7e75-434c-8504-9b335d9e231c

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 8:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
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: $9.1Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 51%
Participants: 101
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 15 rows folded into 5

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$158,676	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	4	$327,627	Dec 31, 2024	Derived
Insurance company general account	n/a	n/a	n/a	18	$1.6M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	45	$4.1M	Dec 31, 2024	Derived
Common stock	n/a	n/a	n/a	31	$2.8M	Dec 31, 2024	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
Morgan Stanley Smith Barney, LLC	custodian	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Bolton Partners, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Morgan Stanley Smith Barney	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← JT Bd of Tr Cumb MD Teamsters Const. Ind. & Misc. Pension FundPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ Bolton Partners, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Morgan Stanley Smith BarneyManager with allocator capitalcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Morgan Stanley Smith Barney, LLCInvestment consultantcustodian
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

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

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Cumberland MD Teamsters Const. Ind. & Misc. Pension Fund funded ratio 53.8% -> 50.8% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Cumberland MD Teamsters Const. Ind. & Misc. Pension Fund funded ratio 65.9% -> 53.8% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Cumberland MD Teamsters Const. Ind. & Misc. Pension Fund plan assets $12M -> $10M (-20.4%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:afa11e32-7e75-434c-8504-9b335d9e231c
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.

Cumberland MD Teamsters Const. Ind. & Misc. Pension Fund

Allocators

Cumberland, MD

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:afa11e32-7e75-434c-8504-9b335d9e231c

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$158,676

Dec 31, 2024

Derived

Non-interest-bearing cash

n/a

$327,627

Dec 31, 2024

Derived

Insurance company general account

n/a

$1.6M

Dec 31, 2024

Derived

Registered investment companies

n/a

$4.1M

Dec 31, 2024

Derived

Common stock

n/a

$2.8M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Morgan Stanley Smith Barney, LLC

custodian

Jan 1, 2023

Dec 31, 2023

fact

Dol form 5500 pension

Bolton Partners, Inc.

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Morgan Stanley Smith Barney

custodian

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension