DFX Intelligence

B••••• • S•••••••• L•• C••• B•••••• R••••••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

B••••• • S•••••••• L•• C••• B•••••• R••••••••• P•••

Allocators

Wauwatosa, WI

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:d608cc2c-59a3-4720-8099-ba4821424492

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, 4:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 7
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: $9.2Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 95%
Participants: 757
C•••itments: 7with an amount; holdings are counted apart
Managers: 2
Funds: 4
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
N• C••••••••• S•••• T••• I•••••••••	N••••••• T•••• I••••••••• I•••	cash	$10.1M	Jun 30, 2023	Collective trust	Dol form 5500 pension
F••• B•••• M••••• D••••••• P•••	F••••••• I••••••••• A•••• M•••	Pooled vehicle

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
C•••on/collective trusts	n/a	n/a	n/a	99	$9.1M	Jun 30, 2025	Derived

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
F••••••• I••••••••• A•••• M•••	Investment adviser	Jul 1, 2023	Jun 30, 2024	no	fact	Dol form 5500 pension
F•• M••• T•••• C•	custodian	Jul 1, 2023	Jun 30, 2024	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← B••••• & S•••••••, LLCPlan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (6)

→ F••••••• I••••••••• A•••• M••• T•Manager with allocator capitalactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ M•••••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, 2024
Holding in a pooled vehicle ended
B••••• • S•••••••• L•• C••• B•••••• R••••••••• P••• no longer reports N• C••••••••• S•••• T••• I••••••••• (N••••••• T•••• C••••••••• Eafe Inde) (last held $10M at 2023-06-30; absent from the 2024-06-30 filing)
N••••••• T•••• I••••••••• I•••Form 5500observed 7 days ago
$10.1M
Occurred
Jun 30, 2024
Holding in a pooled vehicle started
B••••• • S•••••••• L•• C••• B•••••• R••••••••• P••• first reports an interest in F••• B•••• M••••• D••••••• P••• (F••••••• I••••••••• A•••• M•••): $5M at 2024-06-30
F••••••• I••••••••• A•••• M•••Form 5500observed 7 days ago
$4.6M
Occurred
Jun 30, 2024
Holding in a pooled vehicle started

Provenance

Graph: Allocators
Canonical id: dfx:al:d608cc2c-59a3-4720-8099-ba4821424492
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 1 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.