DFX Intelligence

R••••••• P••• T••••• I••••••• P•••••• F•••: plan on the allocators graph | DFX Data Factory

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AllocatorsPlantaft hartley100m-1b

R••••••• P••• T••••• I••••••• P•••••• F•••

Allocators

R•••••••, IL

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:b343df56-8665-4ee1-8824-8d8c3e62c7a9

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, 11:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 7
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: $229Mlatest reading; see basis
Assets as of: Mar 31, 2025
Assets basis: REPORTED
Funded ratio: 106%
Participants: 1,011
Commitments: 15with an amount; holdings are counted apart
Managers: 4
Funds: 5
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
N•• C••• F•••• I••••• F•••• L••	N••••••• I••••••••• S•••••••	Fixed income	$48.3M	Mar 31, 2025	Collective trust	Dol form 5500 pension
N•• C••• F•••• I••••• F•••• L••	N••••••• I••••••••• S•••••••	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	$1.4M	Mar 31, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
A••• R••• E••••• M••• L••	trustee	Apr 1, 2024	Mar 31, 2025	no	fact	Dol form 5500 pension
A••••••••• B•••	trustee	Apr 1, 2023	Mar 31, 2024	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
N••••••• I••••••••• S••• o• A•••	n/a	Mar 31, 2023	n/a	yes	fact
S••••••••• N•••• L•••••••• F• L•	Investment management	Apr 1, 2023	Mar 31, 2024	no	fact
N••••••• I••••••••• S••• o• A•••	Investment management

Relationships

Manages for (5)

← N••••••• I••••••••• S••• o• A•••Manager with allocator capitalInvestment management
Apr 1, 2023 to Mar 31, 2024factForm 5500
← W••••••••• C•••••• M••••••••• I•••Manager with allocator capitalInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
← B•••••• T•••• C••••••Investment consultantInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
← S•••• M•••••• F•••• L•

Dated events

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

Occurred
Dec 31, 2023
Manager relationship started
••• Locked
S•••• M•••••• F•••• L•Form 5500observed 8 days ago
Occurred
Dec 31, 2023
Manager relationship started
••• Locked
A••• R••• E••••• S•••••• I••••• F••Form 5500observed 8 days ago
Occurred
Dec 31, 2023
Manager relationship started
••• Locked
S••••••••• N•••• L•••••••• F• L•Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:b343df56-8665-4ee1-8824-8d8c3e62c7a9
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 20 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.