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AllocatorsP•••corporate pension<100m

T•• S••••• F•••••• C••••• U•••• P•••••• P•••

Allocators

Rochester, NY

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Search this name across graphsid dfx:al:d14a10d5-1339-458d-b3d6-20f505b28d02

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, 2:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 20
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: $34.9Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 157%
Participants: 361
Commitments: 29with an amount; holdings are counted apart
Managers: 1
Funds: 19
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	V••••	As of	Kind	Source
P••• L•• L••• D••••••• S•••	P••••••••	Fixed income	$19.3M	Jun 30, 2025	Separate account	Dol form 5500 pension
P••• L•• L••• D••••••• S•••	P••••••••	Fixed income	$18.9M

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	100	$34.9M	Jun 30, 2025	Derived

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
P•••••••• G••••• I•••••••• L••	Investment adviser	Jul 1, 2023	Jun 30, 2024	no	fact	Dol form 5500 pension
S•••• R•••• a•• C••• I•••	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← S••••• F•••••• C••••• U••••Plan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (3)

→ S•••• R•••• a•• C••• I•••Investment consultantInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ P•••••••• F•••••••• G••••Investment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

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

Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
••• Locked
P••••••••Form 5500observed 7 days ago
$444,478
Occurred
Jun 30, 2024
Holding in a pooled vehicle ended
••• Locked
P••••••••Form 5500observed 7 days ago
$587,886
Occurred
Jun 30, 2024
Holding in a pooled vehicle started
••• Locked
P••••••••Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:d14a10d5-1339-458d-b3d6-20f505b28d02
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 11 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.