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P•••••• P••• o• C••••• H•••••• I•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

P•••••• P••• o• C••••• H•••••• I•••

Allocators

Lowell, MA

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Search this name across graphsid dfx:al:b4279761-0da8-437c-a0e6-55aea72195cd

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, 3:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 0
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: $59.9Mlatest reading; see basis
Assets as of: Dec 31, 2022
Assets basis: REPORTED
Funded ratio: 86%
Participants: 740
Commitments: 8with an amount; holdings are counted apart
Managers: 6
Funds: 8
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
I••• L••• C••••• F••• L••	n/a	Private credit	$6.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
F••• R••• U• 1••• I••• N• C•• C•••	B•••••••• I••••••••• L••	Pooled vehicle	$4.7M

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Other investments	n/a	n/a	n/a	4	$2.2M	Dec 31, 2022	Derived
Partnership/joint venture interests	n/a	n/a	n/a	41

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
W••••• T••••• W••••• U• L••	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
N•••• L••	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
B•••••••• I••••••••• L••	n/a	Dec 31, 2022	n/a	yes	fact
W•••••••••	n/a	Dec 31, 2022	n/a	yes	fact
W••••••••• T•••• C••••••• N•	n/a

Relationships

Manages for (5)

← B•••••••• I••••••••• L••Manager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← W••••••••• T•••• C••••••• N•Manager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← W•••••••••Manager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← W••••••••• T•••• C••••••Investment consultantInvestment management

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:b4279761-0da8-437c-a0e6-55aea72195cd
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 12 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.