DFX Intelligence

R••••••••• P••• f•• E•••••••• o• M•••••••• M•••••• C•••••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

R••••••••• P••• f•• E•••••••• o• M•••••••• M•••••• C•••••

Allocators

M••••••••, PA

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:d41d3ab4-a7b8-4f24-8eac-f2210b911734

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, 7:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
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: $71.7Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 82%
Participants: 1,170
Commitments: 2with an amount; holdings are counted apart
Managers: 2
Funds: 2
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	B•••et	Value	As of	Kind	Source
C• L••• D••••••• C••••• T•••• U•	C•••••• G••••••• T•••• C••••••	Private credit	$13.3M	Jun 30, 2023	Collective trust	Dol form 5500 pension
C•••••• G•••• L••• D••••••• G••• T•	C•••••• B••• a•• T•••• C••••••	Fixed income

Policy targets, latest period

••• Locked

B•••et	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	3	$1.9M	Jun 30, 2025	Derived
U.S. Government securities	n/a	n/a	n/a	6

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
R•••••••• R••••••• L••	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
P•• B•••• N••••••• A•••••••••	trustee	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
C•••••• B••• a•• T•••• C••••••	n/a	Jun 30, 2023	n/a	yes	fact
C•••••• B••• a•• T•••• C••••••	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact
B•••• H•••• I••••••••• L•	Investment management

Relationships

Manages for (2)

← C•••••• B••• a•• T•••• C••••••Manager with allocator capitalInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← B•••• H•••• I••••••••• L•Manager with allocator capitalInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500

Sponsors (1)

← M•••••••• M•••••• C•••••Plan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (3)

Dated events

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

Occurred
Dec 31, 2024
Manager relationship ended
••• Locked
C•••••• B••• a•• T•••• C••••••Form 5500observed 7 days ago
Occurred
Dec 31, 2023
Manager relationship ended
••• Locked
B•••• H•••• I••••••••• L•Form 5500observed 7 days ago

Show 1 bookkeeping events

Occurred
Jul 1, 2024
••• Locked

Provenance

Graph: Allocators
Canonical id: dfx:al:d41d3ab4-a7b8-4f24-8eac-f2210b911734
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 16 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.