DFX Intelligence

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AllocatorsP•••corporate pension<100m

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Allocators

Elkins, WV

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:c3a49315-f25b-4358-a0a1-88acf05b3be4

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, 2:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
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: $5.6Mlatest reading; see basis
Assets as of: Oct 31, 2024
Assets basis: REPORTED
Funded ratio: 89%
Participants: 122
Commitments: 2with an amount; holdings are counted apart
Managers: 0
Funds: 1
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
A•••••••• G•••• R••••••••• P•••	n/a	Pooled vehicle	$5.6M	Oct 31, 2024	Collective trust	Dol form 5500 pension
A•••••••• G•••• R••••••••• P•••	n/a	Pooled vehicle	$5.3M	Oct 31, 2023

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	4	$241,710	Oct 31, 2024	Derived
U.S. Government securities	n/a	n/a	n/a	13

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
M••••• S•••••• S•••• B•••••• L••	Investment adviser	Nov 1, 2022	Oct 31, 2023	no	fact	Dol form 5500 pension
U•• C••••••••• G••••	actuary	Nov 1, 2022	Oct 31, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← C••••••• B••• o• W••• V•••••••Plan sponsorPlan sponsor
Nov 1, 2022 to presentfactForm 5500

Advised by (2)

→ M••••• S•••••• S•••• B•••••• L••Investment consultantInvestment adviser
Nov 1, 2022 to Oct 31, 2023factForm 5500
→ U•• C••••••••• G••••Investment consultantactuary
Nov 1, 2022 to Oct 31, 2023factForm 5500

Dated events

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

Show 1 bookkeeping events

Occurred
Nov 1, 2023
••• Locked

Provenance

Graph: Allocators
Canonical id: dfx:al:c3a49315-f25b-4358-a0a1-88acf05b3be4
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 23 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.