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AllocatorsP•••taft hartley100m-1b

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Allocators

Pleasanton, 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:b192d2c8-fc47-4e0a-851f-5150299e5f82

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 23, 2026, 4:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 5
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: $492Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 118%
Participants: 6,020
Commitments: 33with an amount; holdings are counted apart
Managers: 8
Funds: 12
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
S•• 5•• F••••••• N• F•••	S•••• S••••• G••••• A••••••• T•••• C••••••	Pooled vehicle	$56.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
U• A•••••••• B••• I•••• N• F•••	S•••• S••••• G••••• A••••••• T•••• C••••••	Fixed income

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	1	$3.8M	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
A••••••••• B••• o• N•• Y•••	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
M••••• I••••••••• G•••• I•••	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
W••••••••• T•••• C••••••• N•	n/a	Dec 31, 2023	n/a	yes	fact
S•••• S••••• B••• • T•••• C••••••	n/a	Dec 31, 2023	n/a	yes	fact
K•••• A••••••• R••••••	Investment management

Relationships

Manages for (7)

← S•••• S••••• B••• • T•••• C••••••Investment consultant
Dec 31, 2023 to presentfactForm 5500
← W••••••••• T•••• C••••••• N•Manager with allocator capital
Dec 31, 2023 to presentfactForm 5500
← S•••• C•••••• M••••••••• L••Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← K•••• A••••••• R•••••• I•••••••••Manager with allocator capital

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle started
••• Locked
W••••••••• T•••• C••••••• N•Form 5500observed 7 days ago
$18.7M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
••• Locked
W••••••••• E• L•••• D••• F•••Form 5500observed 7 days ago
$18.5M
Occurred
Dec 31, 2023
Manager relationship ended
••• Locked
S•••• S••••• B••• • T•••• C••••••Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:b192d2c8-fc47-4e0a-851f-5150299e5f82
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 13 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.