DFX Intelligence

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AllocatorsP•••corporate pension100m-1b

P••• O••• I••••••••• a•• S••••••••• P•••••• P•••

Allocators

Cleveland, OH

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:b3f8f8e3-b438-4a1b-bbf9-f58c74d881e4

Data as of Sep 22, 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: 15
Dated events: 14
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: $159Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 162%
Participants: 5,601
Commitments: 5with an amount; holdings are counted apart
Managers: 3
Funds: 5
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
K•• C••••••••• I••••••••• T••••	n/a	Pooled vehicle	$26.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
L•••• C•• B••••••••	E•••••• R••••••••• L••	Public equity	$315,937	Dec 31, 2022

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	0	$406,285	Dec 31, 2024	Derived
U.S. Government securities	n/a	n/a	n/a	9

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
P••• O••• I••••••••• I••	custodian	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
H••••••••• B•••	custodian	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
E•••••• A•••••• I•••••••• C••••••	n/a	Dec 31, 2024	n/a	yes	fact
C•••••• S•••••	n/a	Dec 31, 2022	n/a	yes	fact
E•••••• R••••••••• L••	n/a

Relationships

Manages for (7)

← C•••••• S•••••Manager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← E•••••• A•••••• I•••••••• C••••••Investment consultant
Dec 31, 2024 to presentfactForm 5500
← E•••••• R••••••••• L••Investment consultant
Dec 31, 2022 to presentfactForm 5500
← G•••• A•••• M••••••••• I•••Manager with allocator capitalInvestment management

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle started
••• Locked
P••••••••• R••••••••• • A•••••• I••Form 5500observed 7 days ago
$6,803
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
••• Locked
P••••••••• R••••••••• • A•••••• I••Form 5500observed 7 days ago
$168,174
Occurred
Dec 31, 2023
Manager relationship started
••• Locked
C•••••••••Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:b3f8f8e3-b438-4a1b-bbf9-f58c74d881e4
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 7 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.