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AllocatorsP•••corporate pension<100m

S• B• F••• T•••••• C•••••• E••••••••• P•••••• P•••

Allocators

Red Wing, MN

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:bd4906ac-1aef-4859-b0e8-f339f43e46f5

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 12:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
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

Total assets: $4.0Mlatest reading; see basis
Assets as of: Jun 30, 2024
Assets basis: REPORTED
Funded ratio: 98%
Participants: 292
Commitments: 11with an amount; holdings are counted apart
Managers: 3
Funds: 6
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
M••••• P•••••• L••• C••••• F•••• i•	M••••• I••••••••• L••	Private credit	$17.2M	Jun 30, 2023	Collective trust	Dol form 5500 pension
M••••• P•••••• L••• G••••••••• F•••	M••••• I••••••••• L••

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 6 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	13	$517,282	Jun 30, 2024	Derived
Common/collective trusts	n/a	n/a	n/a

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
T••••••••• R••••••••• S••••••••	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
M•••••	actuary	Jul 1, 2022	Jun 30, 2023	no	fact

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
M••••• I••••••••• L••	n/a	Jun 30, 2024	n/a	yes	fact

Relationships

Manages for (1)

← M••••• I••••••••• L••Manager with allocator capital
Jun 30, 2024 to presentfactForm 5500

Sponsors (1)

← S. B. F••• T•••••• CompanyPlan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (3)

→ T••••••••• R••••••••• S••••••••Investment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

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

Occurred
Jun 30, 2024
Holding in a pooled vehicle started
S• B• F••• T•••••• C•••••• E••••••••• P•••••• P••• first reports an interest in C• S••• I••••••••• U• G••• B••• I• (S•••• S••••• G••••• A••••••• T••••): $110,249 at 2024-06-30
S•••• S••••• G••••• A••••••• T••••Form 5500observed 6 days ago
$110,249

Show 2 bookkeeping events

Occurred
Jun 30, 2024
S• B• F••• T•••••• C•••••• E••••••••• P•••••• P••• total assets $29M -> $4M (-86.4%, 2023-06-30 to 2024-06-30)
Occurred
Jul 1, 2023
S• B• F••• T•••••• C•••••• E••••••••• P•••••• P••• funded ratio 104.0% -> 97.8% (2022-07-01 to 2023-07-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:bd4906ac-1aef-4859-b0e8-f339f43e46f5
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.