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AllocatorsP•••Corporate pension100M-1BCorporate pension

C••••••••• R••••••••• P••• o• V•••••••

Scottsdale, AZ

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Search this name across graphs

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 24, 2026, 2:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
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: $184Mlatest reading; see basis
Assets as of: Nov 30, 2024
Assets basis: REPORTED
Funded ratio: 92%
Participants: 3,366
Commitments: 16with an amount; holdings are counted apart
Managers: 3
Funds: 16
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
A•• L••• C••••• B••• F•••	A•• T•••• C•••••• L••	Private credit	$45.0M	Nov 30, 2023	Collective trust	Dol form 5500 pension
A•• L••• C••••• B••• F•••	A•• T•••• C•••••• L••	Private credit

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Partnership/joint venture interests	n/a	n/a	n/a	14	$26.0M	Nov 30, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	82

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
A••	actuary	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension
B•• M•••••	General consultant	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
A•• I••••••••• U•• I••	n/a	Nov 30, 2024	n/a	yes	fact
N•••	n/a	Nov 30, 2023	n/a	yes	fact
A•• I••••••••• U•• I••	Investment management

Relationships

Manages for (2)

← N•••Manager with allocator capital
Nov 30, 2023 to presentfactForm 5500
← A•• I••••••••• U•• I••Investment consultantInvestment management
Dec 1, 2022 to Nov 30, 2023factForm 5500

Sponsors (1)

← V•••••••Plan sponsorPlan sponsor
Dec 1, 2022 to presentfactForm 5500

Advised by (3)

Dated events

1 bookkeeping event (roster, classification and holdings changes) folded below

Order

Only bookkeeping events name this entity; they are folded below.

Show 1 bookkeeping event

Occurred
Dec 1, 2023
••• Locked

Provenance

Graph: Allocators
Canonical id
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 47 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.

All 25 rows

Vehicle	Manager	Bucket	Value	As of	Kind	Source
A•• M••••••••• C••••• F•••	A•• T•••• C•••••• L••	Private credit	$8.0M	Nov 30, 2024	Collective trust	Dol form 5500 pension
A•• M••••••••• C••••• F•••	A•• T•••• C•••••• L••	Private credit	$6.5M	Nov 30, 2023	Collective trust	Dol form 5500 pension
A•• S•••• C•• E••••• I•••• F•••	A•• T•••• C•••••• L••	Public equity	$5.5M	Nov 30, 2023	Collective trust	Dol form 5500 pension
A•• S•••• C•• E••••• I•••• F•••	A•• T•••• C•••••• L••	Public equity	$5.3M	Nov 30, 2024	Collective trust	Dol form 5500 pension
N••• U•••• M•• T••••••• C••	N•••	Fixed income	$3.6M	Nov 30, 2024	Collective trust	Dol form 5500 pension
N••• U•••• M•• T••••••• C••	N•••	Fixed income	$3.6M	Nov 30, 2023	Collective trust	Dol form 5500 pension
A•• M•• D••••••• L••• C••••• B••• F•	A•• T•••• C•••••• L••	Private credit	$2.2M	Nov 30, 2023	Collective trust	Dol form 5500 pension
O••••••••• C••••• P••••••••	A•• I••••••••• U•• I••	Private credit	$2.0M	Nov 30, 2024	Collective trust	Dol form 5500 pension
O••••••••• C••••• P••••••••	A•• I••••••••• U•• I••	Private credit	$2.0M	Nov 30, 2023	Collective trust	Dol form 5500 pension
A•• H••• Y•••• P••• F•••	A•• T•••• C•••••• L••	Fixed income	$1.8M	Nov 30, 2024	Collective trust	Dol form 5500 pension
A•• L••• G••••••••• B••• I•••• F•••	A•• T•••• C•••••• L••	Fixed income	$1.3M	Nov 30, 2023	Collective trust	Dol form 5500 pension
N••• U•••• L••• T••••••• C••	N•••	Fixed income	$1.3M	Nov 30, 2023	Collective trust	Dol form 5500 pension
A•• I••••••••• C••••• B••• F•••	A•• T•••• C•••••• L••	Private credit	$677,316	Nov 30, 2024	Collective trust	Dol form 5500 pension
2•• Y• U• S• T•••• S•••••	A•• T•••• C•••••• L••	Pooled vehicle	$468,608	Nov 30, 2024	Collective trust	Dol form 5500 pension
A•• U• I••••••••• G•••••••••	A•• T•••• C•••••• L••	Pooled vehicle	$355,632	Nov 30, 2024	Collective trust	Dol form 5500 pension