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AllocatorsP•••taft hartley1b-10b

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Allocators

Flushing, NY

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:c24af423-b0b8-4828-8f54-422919baba70

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, 10:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 4
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: $5.3Blatest reading; see basis
Assets as of: Sep 30, 2025
Assets basis: REPORTED
Funded ratio: 91%
Participants: 41,042
Commitments: 30with an amount; holdings are counted apart
Managers: 10
Funds: 10
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; showing 25 of 30

Vehicle	Manager	Bucket	Value	As of	Kind	Source
R•••••• 1••• G••••• I•••• S• F•••	S•••• S••••• G••••• A••••••• T•••• C••••••	Pooled vehicle	$404M	Sep 30, 2025	Collective trust	Dol form 5500 pension
R•••••• 2••• A•••• T•••• F•••	B••••••••

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 35 rows folded into 11

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$62.3M	Sep 30, 2025	Derived
Non-interest-bearing cash	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
S•••• S••••• B••• • T•••• C••••••	custodian	Oct 1, 2023	Sep 30, 2024	no	fact	Dol form 5500 pension
D••••••• B•••	custodian	Oct 1, 2023	Sep 30, 2024	no

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
H•••••• L•••••• L•	n/a	Sep 30, 2024	n/a	yes	fact
C•••• C••••	n/a	Sep 30, 2023	n/a	yes	fact

Relationships

Manages for (18)

← H•••••• L•••••• L•Manager with allocator capital
Sep 30, 2024 to presentfactForm 5500
← C•••• C••••Manager with allocator capital
Sep 30, 2023 to presentfactForm 5500
← I•••••• N•••• A•••••• L••Manager with allocator capitalInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500
← S•••• S••••• B••• • T•••• C••••••Investment consultant

Dated events

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

Occurred
Dec 31, 2023
Manager relationship started
L•• A•••• M••••••••• appears on P••••••• H••••••••• • B•••••• P••• o• t•• E••••••••• I••••••• • P•••••• T•••• A•••'s Schedule C as investment manager (plan year 2023 vs 2022)
L•• A•••• M•••••••••Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Manager relationship ended
B•••••••• Financial Mgmt., Inc. no longer appears on P••••••• H••••••••• • B•••••• P••• o• t•• E••••••••• I••••••• • P•••••• T•••• A•••'s Schedule C as investment manager (plan year 2023 vs 2022)
B•••••••• F•••••••• M••••••••• I••Form 5500observed 6 days ago

Show 2 bookkeeping events

Provenance

Graph: Allocators
Canonical id: dfx:al:c24af423-b0b8-4828-8f54-422919baba70
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.