DFX Intelligence

H••••• L•••••••• P•••••• T•••• F•••: plan on the allocators graph | DFX Data Factory

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AllocatorsPlantaft hartley100m-1b

H••••• L•••••••• P•••••• T•••• F•••

Allocators

H•••••••, HI

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:cf58bf8e-f13f-46bc-b480-acc3e8f836f3

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 9:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 6
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: $426Mlatest reading; see basis
Assets as of: Feb 28, 2025
Assets basis: REPORTED
Funded ratio: 92%
Participants: 5,830
Commitments: 3with an amount; holdings are counted apart
Managers: 1
Funds: 1
Re-ups: 0
F••••-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
W••••••••• C•••••• J•••• M••••• T••	W••••••••• C•••••• M••••••••• I•••	Pooled vehicle	$13.6M	Feb 28, 2025	103 12 ie	Dol form 5500 pension
W••••••••• C•••••• J•••• M••••• T••	W••••••••• C•••••• M••••••••• I•••	Pooled vehicle

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	3	$11.8M	Feb 28, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0

C•••••••••

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
C•••••• P•••••• B•••	custodian	Mar 1, 2022	Feb 28, 2023	no	fact	Dol form 5500 pension
H••••••• A•••••••• C•••••••••	actuary	Mar 1, 2022	Feb 28, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
W••••••••	Investment management	Mar 1, 2022	Feb 28, 2023	no	fact
F•••• H••••••• B•••	Investment management	Mar 1, 2022	Feb 28, 2023	no	fact
W••••••••• C•••••• M••••••••• I•••	Investment management

Relationships

Sponsors (1)

← H••••• L•••••••• P•••••• T•••• F•••Plan sponsorPlan sponsor
Mar 1, 2022 to presentfactForm 5500

Advised by (2)

→ C•••••• P•••••• B•••Investment consultantcustodian
Mar 1, 2022 to Feb 28, 2023factForm 5500
→ H••••••• A•••••••• C•••••••••Investment consultantactuary
Mar 1, 2022 to Feb 28, 2023factForm 5500

Manages for (8)

Dated events

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

Occurred
Dec 31, 2024
Manager relationship ended
••• Locked
W••••••••Form 5500observed 7 days ago
Occurred
Dec 31, 2023
Manager relationship ended
••• Locked
S••••••• M•••••Form 5500observed 7 days ago
Occurred
Dec 31, 2023
Manager relationship ended
••• Locked
S•••••• H•••Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:cf58bf8e-f13f-46bc-b480-acc3e8f836f3
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 6 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.