DFX Intelligence

B•••• M•••••• P•••••• T•••• F•••: plan on the allocators graph | DFX Data Factory

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AllocatorsPlantaft hartley100m-1b

B•••• M•••••• P•••••• T•••• F•••

Allocators

West Covina, CA

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:c93badae-7877-4279-a05c-38b12c84d145

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, 1:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 10
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: $154Mlatest reading; see basis
Assets as of: Apr 30, 2025
Assets basis: REPORTED
Funded ratio: 90%
Participants: 1,970
Commitments: 13with an amount; holdings are counted apart
Managers: 6
Funds: 7
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
B••• M••••• A•••••• S• S•••• I••••	B•• M•••••	Public equity	$29.8M	Apr 30, 2025	Collective trust	Dol form 5500 pension
B••• A•••••• S• S•••• C•• S•••• I••	B•• M•••••	Public equity	$27.5M

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	1	$1.8M	Apr 30, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	3

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
E••• B••••• L••	General consultant	May 1, 2024	Apr 30, 2025	no	fact	Dol form 5500 pension
B•••••••• I••••••••• T•••• C••••	trustee	May 1, 2024	Apr 30, 2025	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
B•••••••• I••••• T•••• C••••••• N••	n/a	Apr 30, 2024	n/a	yes	fact
S••••• B••••• • H••••• L••	n/a	Apr 30, 2024	n/a	yes	fact
L•• A•••• M•••••••••	Investment management

Relationships

Manages for (10)

← S••••• B••••• • H••••• L••Manager with allocator capital
Apr 30, 2024 to presentfactForm 5500
← B•••••••• I••••• T•••• C••••••• N••Manager with allocator capital
Apr 30, 2024 to presentfactForm 5500
← U•••••Manager with allocator capitalInvestment management
May 1, 2022 to Apr 30, 2023factForm 5500
← L•• E••••••• M••••••Manager with allocator capital

Dated events

Occurred
Apr 30, 2025
Holding in a pooled vehicle ended
B•••• M•••••• P•••••• T•••• F••• no longer reports S•••••••• I••••• O••••••••• B••• (last held $7M at 2024-04-30; absent from the 2025-04-30 filing)
S•••••••• I••••• O••••••••• B•••Form 5500observed 6 days ago
$6.9M
Occurred
Apr 30, 2025
Holding in a pooled vehicle started
B•••• M•••••• P•••••• T•••• F••• first reports an interest in J•••• C•••••••• H••• Y•••• F••• (J• M••••• C••••): $15M at 2025-04-30
J• M••••• C••••Form 5500observed 6 days ago
$15.0M
Occurred
Apr 30, 2025
Holding in a pooled vehicle started
B•••• M•••••• P•••••• T•••• F••• first reports an interest in B••• M••••• A•••••• S• S•••• I•••• (B•• M•••••): $30M at 2025-04-30

Provenance

Graph: Allocators
Canonical id: dfx:al:c93badae-7877-4279-a05c-38b12c84d145
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.