DFX Intelligence

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AllocatorsP•••corporate pension<100m

N••••••• 4•• C•••••• E•••••••• R••••••••• P•••

Allocators

Washington, DC

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:b2205b03-f45f-46e3-938a-bafed50f8fe5

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, 10:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
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: $11.7Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 89%
Participants: 208
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers

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	$161,076	Jun 30, 2025	Derived
Insurance company general account	n/a	n/a	n/a	1

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
M•••••• L••••••••• • S••••	Directed trustee	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
H•• I••••••••• G•••• P•••••	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← N••••••• 4•• C••••••Plan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (2)

→ M•••••• L••••••••• • S••••Manager with allocator capitalDirected trustee
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ H•• I••••••••• G•••• P•••••Investment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:b2205b03-f45f-46e3-938a-bafed50f8fe5
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 7 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.