DFX Intelligence

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AllocatorsP•••corporate pension<100m

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Allocators

Arlington, VA

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:bc9570c8-256a-40a2-8fdb-e41182de5a4f

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, 1:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 4
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: $30.1Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 122%
Participants: 116
Commitments: 15with an amount; holdings are counted apart
Managers: 1
Funds: 5
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
P••• L•• E•• D•• S•• A•••••	P••••••••	Pooled vehicle	$6.4M	Dec 31, 2024	Separate account	Dol form 5500 pension
P••• L•• E•• D•• S•• A•••••	P••••••••	Pooled vehicle	$6.0M

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	40	$12.1M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	60

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
M•••••• L••••••••• • S••••	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
R•••••• J•••• • A••••••••• I•••	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← N••• M••••• A•• A•••••••••Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ M•••••• L••••••••• • S••••Manager with allocator capitalPension consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ R•••••• J•••• • A••••••••• I•••Investment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Consultant changed
••• Locked
R•••••• J•••• • A••••••••• I•••Form 5500observed 7 days ago

Show 3 bookkeeping events

Occurred
Jan 1, 2024
••• Locked
Occurred
Jan 1, 2023
••• Locked
Occurred
Jan 1, 2023
••• Locked

Provenance

Graph: Allocators
Canonical id: dfx:al:bc9570c8-256a-40a2-8fdb-e41182de5a4f
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 10 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.