DFX Intelligence

N•• E•••••• S•••• H••••••• P•••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

N•• E•••••• S•••• H••••••• P•••••• P•••

Allocators

Dallas, TX

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Search this name across graphsid dfx:al:d1399b14-a8bc-4c41-8738-826bae62fe0e

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, 3:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 13
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

T•••• assets: $15.5Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 81%
Participants: 405
Commitments: 18with an amount; holdings are counted apart
Managers: 1
Funds: 12
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	V••••	As of	Kind	Source
S••••• P••• S•••• D••••••• B•••	n/a	Fixed income	$2.2M	Dec 31, 2022	Separate account	Dol form 5500 pension
L••• D••••••• B••• ••••••••	n/a	Fixed income	$2.2M	Dec 31, 2023

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	1	$217,604	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	0

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
T•• A••••• P•••••• G••••• I•••	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
I•••••• T•••• C••••••	n/a	Dec 31, 2023	n/a	yes	fact
I••••••	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
M••••••••• M••••• L••• I•••••••• C••••••	Investment management

Relationships

Manages for (5)

← I•••••• T•••• C••••••Manager with allocator capital
Dec 31, 2023 to presentfactForm 5500
← I••••••Investment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← M••••••••• M••••• L••• I•••••••• C••••••Plan sponsorInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← C••••••Manager with allocator capital

Dated events

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

Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
N•• E•••••• S•••• H••••••• P•••••• P••• no longer reports S••••• S••••• O••••••• (last held $848,522 at 2022-12-31; absent from the 2023-12-31 filing)
S••••• S••••• O•••••••Form 5500observed 7 days ago
$848,522
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
N•• E•••••• S•••• H••••••• P•••••• P••• no longer reports S••••• S•••• C•• V•••• (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
S••••• S•••• C•• V••••Form 5500observed 7 days ago
$1.7M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
N•• E•••••• S•••• H••••••• P•••••• P••• no longer reports S••••• P• O•• S•••• E••• M••• (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)

Provenance

Graph: Allocators
Canonical id: dfx:al:d1399b14-a8bc-4c41-8738-826bae62fe0e
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 39 min 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.