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AllocatorsInvestment consultant

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Allocators

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Search this name across graphsid dfx:al:bd3a8322-38c9-4c2d-a106-129f1a849206

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 2:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 95
Dated events: 40
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 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

Plan clients: 77Form 5500 Schedule C
Public clients: 0
Advisory clients: 7
Recommended commitments: 0derived
Latest client year end: Dec 31, 2025

Plan clients

plans naming this consultant on Form 5500 Schedule C or in their own reports; showing 30 of 83

Plan	Role	From	To	Current	Evidence
Tides Family Services, Inc. Employee Retirement Plan and Trust	Directed trustee	Jan 20, 2025	Jun 30, 2025	no	fact
The Joseph a. Bank Mfg. Co., Inc. Defined Benefit Pension Plan	trustee	Jan 1, 2025	Dec 31, 2025	no	fact
The First National Bank of Long Island Pension Plan	Directed trustee	Oct 1, 2024	Sep 30, 2025	no	fact
Inglis House Retirement Plan	trustee	Jul 1, 2024	Jun 30, 2025	no	fact
Third Federal Savings Retirement Plan	actuary	Jan 1, 2024	Dec 31, 2024	no	fact
Novelis Pension Plan	Directed trustee	Jan 1, 2024	Dec 31, 2024	no	fact
The Maple Press Company Pension Plan	trustee	Jan 1, 2024	Dec 31, 2024	no	fact
Novelis Fairmont Hourly Pension Plan	Directed trustee	Jan 1, 2024	Dec 31, 2024	no	fact
Glen Raven, Inc. Pension Plan	actuary	Jan 1, 2024	Dec 31, 2024	no	fact
Babson Bros. Co. Pension Plan	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact
Western Industries, Inc. Employees Pension Plan	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact
Securian Financial Group, Inc. Retirement Plan	actuary	Jan 1, 2024	Dec 31, 2024	no	fact
Novelis Terre Haute Hourly Pension Plan	Directed trustee	Jan 1, 2024	Dec 31, 2024	no	fact
Oapi Retirement Plan	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact
Fiber Industries, Inc. Retirement Income Plan	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact
Novelis Warren Hourly Pension Plan	Directed trustee	Jan 1, 2024	Dec 31, 2024	no	fact
The Doe Run Resources Corporation Retirement Plan	custodian	Jan 1, 2024	Dec 31, 2024	no	fact
Saginaw Medical Center Pension Plan	trustee	Jan 1, 2024	Dec 31, 2024	no	fact
Westfalia Separator, Inc. Employees' Pension Plan	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact
Logan Aluminum Pension Plan	Directed trustee	Jan 1, 2024	Dec 31, 2024	no	fact
Montclair Child Development Center, Inc. Defined Benefit Plan	custodian	Dec 1, 2023	Nov 30, 2024	no	fact
Enersys Hourly Employees' Pension Plan	trustee	Apr 1, 2023	Mar 31, 2024	no	fact
American Optical Corporation Retirement Plan	Directed trustee	Apr 1, 2023	Mar 31, 2024	no	fact
Enersys Cleveland Employees' Pension Plan	trustee	Apr 1, 2023	Mar 31, 2024	no	fact
Baylor Scott & White Health Consolidated Frozen Benefit Plan	custodian	Jan 1, 2023	Dec 31, 2023	no	fact
American & Efird Employees' Pension Plan	trustee	Jan 1, 2023	Dec 31, 2023	no	fact
Kuraray America Pension Plan	trustee	Jan 1, 2023	Dec 31, 2023	no	fact
FBL Financial Group Retirement Plan	actuary	Jan 1, 2023	Dec 31, 2023	no	fact
Regal Beloit America, Inc. Pension Plan	custodian	Jan 1, 2023	Dec 31, 2023	no	fact
Lakeside Country Club Pension Plan	Directed trustee	Jan 1, 2023	Dec 31, 2023	no	fact

Relationships

showing 80 of 95

Advised by (64)

← Tides Family Services, Inc. Employee Retirement Plan and TrustPlanDirected trustee
Jan 20, 2025 to Jun 30, 2025factForm 5500
← The Joseph a. Bank Mfg. Co., Inc. Defined Benefit Pension PlanPlantrustee
Jan 1, 2025 to Dec 31, 2025factForm 5500
← National Machinery LLC Retirement Plan and TrustPlancustodian
Dec 30, 2022 to Dec 29, 2023factForm 5500
← Glaziers Local 387 Pension PlanPlancustodian
Dec 1, 2022 to Nov 30, 2023factForm 5500
← The Restated Ag Processing Inc Retirement PlanPlantrustee
Apr 1, 2022 to Dec 31, 2022factForm 5500
← Hawkeye Pension PlanPlanInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Mccormick Pension PlanPlantrustee
Dec 1, 2022 to Nov 30, 2023factForm 5500
← The Restated Noncontributory Retirement Plan for CooperativesPlantrustee
Apr 1, 2022 to Mar 31, 2023factForm 5500
← The Modified Contributory Retirement Plan for CooperativesPlantrustee
Apr 1, 2022 to Mar 31, 2023factForm 5500
← Faribault Foods, Inc. Pension PlanPlantrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
← The Restated Contributory Retirement Plan for CooperativesPlantrustee
Apr 1, 2022 to Mar 31, 2023factForm 5500
← Azdel, Inc. Retirement PlanPlantrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Wakemed Pension PlanPlantrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
← The Restated Noncontributory Retirement Plan for CooperativesPlantrustee
Apr 1, 2022 to Mar 31, 2023factForm 5500
← Landus Retirement PlanPlantrustee
Apr 1, 2022 to Mar 31, 2023factForm 5500
← The Restated Noncontributory Retirement Plan for CooperativesPlantrustee
Apr 1, 2022 to Mar 31, 2023factForm 5500
← PMC Business Pension PlanPlancustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Lifepoint Marquette Pension PlanPlantrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Blue Cross and Blue Shield of Minnesota Pension PlanPlantrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
← The Baker Commodities Employees' Pension PlanPlancustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Plymouth Tube Company Defined Benefit PlanPlantrustee
Sep 1, 2022 to Aug 31, 2023factForm 5500
← US Magnesium LLC Hourly Defined Benefit Pension PlanPlanactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
← The Homestead Retirement PlanPlantrustee
Apr 1, 2022 to Mar 31, 2023factForm 5500
← Plymouth Tube Company Winamac Plant Hourly-Rated Employees' Pension PlanPlantrustee
Sep 1, 2022 to Aug 31, 2023factForm 5500
← American Express Retirement PlanPlancustodian
Oct 1, 2022 to Sep 30, 2023factForm 5500
← Kaiser Aluminum Warrick Pension PlanPlantrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Land O'Lakes, Inc. Employee Retirement PlanPlantrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Mid-Rivers Telephone Cooperative Employees' Pension PlanPlantrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Goodman Co,lp Fayetteville Bargunit Pension PlanPlantrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Tuthill Corporation Hourly Employees Pension PlanPlantrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
and 34 more

Manages for (11)

→ Montclair Child Development Center, Inc. Defined Benefit PlanPlanInvestment management
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ Operating Engineers Pension Trust Fund of Washington D.C. and VicinityPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Iron Workers' Local No. 25 Pension FundPlanInvestment management
May 1, 2022 to Apr 30, 2023factForm 5500
→ IAM National Pension FundPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Local 91 Pension FundPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Eskaton Retirement PlanPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Berkshire Hathaway Consolidated Pension PlanPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Structural Iw Local #1 Pension PlanPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Employers and Laborers Locals 100 & 397 Pension FundPlanInvestment management
Aug 1, 2023 to Jul 31, 2024factForm 5500
→ Western Connecticut Health Network Pension PlanPlanInvestment management
Oct 1, 2023 to Sep 30, 2024factForm 5500
→ USG Corporation Retirement PlanPlanInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

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

Show 40 bookkeeping events

Occurred
Dec 31, 2025
The Allied Irish Bank Pension Plan and Trust no longer reports Prin Midcap S&p 400 Idx Sa-Z (Principal) (last held $1M at 2024-12-31; absent from the 2025-12-31 filing)
Occurred
Dec 31, 2025
The Allied Irish Bank Pension Plan and Trust no longer reports Prin Bond Market Index Sa-Z (Principal) (last held $290,938 at 2024-12-31; absent from the 2025-12-31 filing)
Occurred
Dec 31, 2025
The Allied Irish Bank Pension Plan and Trust no longer reports Prin Core Plus Bond Sep Acct-Z (Principal) (last held $3M at 2024-12-31; absent from the 2025-12-31 filing)
Occurred
Dec 31, 2025
The Farmers Bank Defined Benefit Pension Plan first reports an interest in Prin Midcap Sep Acct-Z (Principal): $527,024 at 2025-12-31
Occurred
Dec 31, 2025
Kaiser Aluminum Warrick Pension Plan no longer reports Prin Bond Market Index Sa-Z (Principal) (last held $2M at 2024-12-31; absent from the 2025-12-31 filing)
Occurred
Dec 31, 2025
The Allied Irish Bank Pension Plan and Trust no longer reports Prin Lgcp S&p 500 Index Sa-Z (Principal) (last held $4M at 2024-12-31; absent from the 2025-12-31 filing)
Occurred
Dec 31, 2025
Kaiser Aluminum Warrick Pension Plan first reports an interest in Prin Ldi Ext Dur Sep Acct-Z (Principal): $1M at 2025-12-31
Occurred
Dec 31, 2025
Chicago and Midwest Regional Pension Fund first reports an interest in Principal U.S. Property Sa-Z (Principal): $2M at 2025-12-31
Occurred
Dec 31, 2025
Kaiser Aluminum Warrick Pension Plan no longer reports Prin Largecap Growth I Sa-Z (Principal) (last held $1M at 2024-12-31; absent from the 2025-12-31 filing)
Occurred
Dec 31, 2025
Kaiser Aluminum Warrick Pension Plan no longer reports Prin Core Fix Inc Sep Acct-Z (Principal) (last held $5M at 2024-12-31; absent from the 2025-12-31 filing)
Occurred
Dec 31, 2025
Kaiser Aluminum Warrick Pension Plan first reports an interest in Prin Ldi Intrm Dur Sep Acct-Z (Principal): $840,164 at 2025-12-31
Occurred
Dec 31, 2025
Carhartt, Inc. Pension Plan first reports an interest in Prin High Yield Sep Acct-Z (Principal): $2M at 2025-12-31
Occurred
Dec 31, 2025
Kaiser Aluminum Warrick Pension Plan no longer reports Prin Equity Income Sa-Z (Principal) (last held $1M at 2024-12-31; absent from the 2025-12-31 filing)
Occurred
Dec 31, 2025
Kaiser Aluminum Warrick Pension Plan first reports an interest in Prin Ldi Long Duration Sa-Z (Principal): $8M at 2025-12-31
Occurred
Dec 31, 2025
The Allied Irish Bank Pension Plan and Trust no longer reports Prin Smcap S&p 600 Index Sa-Z (Principal) (last held $1M at 2024-12-31; absent from the 2025-12-31 filing)
Occurred
Dec 31, 2025
The Farmers Bank Defined Benefit Pension Plan first reports an interest in Prin High Yield Sep Acct-Z (Principal): $502,383 at 2025-12-31
Occurred
Dec 31, 2025
The Farmers Bank Defined Benefit Pension Plan no longer reports Prin High Income Sep Acct-Z (Principal) (last held $489,949 at 2024-12-31; absent from the 2025-12-31 filing)
Occurred
Dec 31, 2025
Kaiser Aluminum Warrick Pension Plan no longer reports Prin High Yield Sep Acct-Z (Principal) (last held $563,030 at 2024-12-31; absent from the 2025-12-31 filing)
Occurred
Dec 31, 2025
Carhartt, Inc. Pension Plan no longer reports Prin High Income Sep Acct-Z (Principal) (last held $2M at 2024-12-31; absent from the 2025-12-31 filing)
Occurred
Dec 31, 2025
The Farmers Bank Defined Benefit Pension Plan no longer reports Prin Intl Smallcap Sep Acct-Z (Principal) (last held $515,484 at 2024-12-31; absent from the 2025-12-31 filing)
Occurred
Oct 31, 2025
Castleberry's Food Company Retirement Plan no longer reports Prin Gl Real Est Sec Sa-Z (Principal) (last held $557,805 at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Oct 31, 2025
Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc. no longer reports Prin High Income Sep Acct-Z (Principal) (last held $95,282 at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Oct 31, 2025
Pension Plan of Stein Seal Company no longer reports Prin Fin Grp, Inc. Stock Sa-R6 (Principal) (last held $2M at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Oct 31, 2025
Castleberry's Food Company Retirement Plan no longer reports Prin Largecap Growth I Sa-Z (Principal) (last held $522,446 at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Oct 31, 2025
Castleberry's Food Company Retirement Plan no longer reports Prin Intl Equity Index Sa-Z (Principal) (last held $596,564 at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Oct 31, 2025
Pension Plan of Stein Seal Company no longer reports Prin Core Plus Bond Sep Acct-Z (Principal) (last held $2M at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Oct 31, 2025
Structure-Tone, Inc. Pension Plan first reports an interest in Prin Ldi Long Duration Sa-Z (Principal): $59M at 2025-10-31
Occurred
Oct 31, 2025
Castleberry's Food Company Retirement Plan no longer reports Prin Midcap S&p 400 Idx Sa-Z (Principal) (last held $815,839 at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Oct 31, 2025
Pension Plan of Stein Seal Company no longer reports Prin Lgcp S&p 500 Index Sa-Z (Principal) (last held $4M at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Oct 31, 2025
Castleberry's Food Company Retirement Plan no longer reports Prin Bond Market Index Sa-Z (Principal) (last held $29,344 at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Oct 31, 2025
Castleberry's Food Company Retirement Plan no longer reports Prin Intl Smallcap Sep Acct-Z (Principal) (last held $486,955 at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Oct 31, 2025
Castleberry's Food Company Retirement Plan no longer reports Prin Short-Term Income Sa-Z (Principal) (last held $507,070 at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Oct 31, 2025
Castleberry's Food Company Retirement Plan no longer reports Prin Diversified Intl Sa-Z (Principal) (last held $591,272 at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Oct 31, 2025
Castleberry's Food Company Retirement Plan no longer reports Prin Ldi Ext Dur Sep Acct-Z (Principal) (last held $652,785 at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Oct 31, 2025
Castleberry's Food Company Retirement Plan no longer reports Prin Smcap Growth I Sep Acct-Z (Principal) (last held $533,423 at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Oct 31, 2025
Castleberry's Food Company Retirement Plan no longer reports Prin Glbl Emerg Markets Sa-Z (Principal) (last held $508,564 at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Oct 31, 2025
Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc. no longer reports Prin Midcap Growth III Sa-Z (Principal) (last held $38,981 at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Oct 31, 2025
Castleberry's Food Company Retirement Plan no longer reports Prin Smcap Value II Sep Acct-Z (Principal) (last held $744,816 at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Oct 31, 2025
Castleberry's Food Company Retirement Plan no longer reports Prin Smcap S&p 600 Index Sa-Z (Principal) (last held $734,999 at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Oct 31, 2025
Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc. no longer reports Prin Glbl Emerg Markets Sa-Z (Principal) (last held $32,038 at 2024-10-31; absent from the 2025-10-31 filing)

Provenance

Graph: Allocators
Canonical id: dfx:al:bd3a8322-38c9-4c2d-a106-129f1a849206
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 days 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.