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C••• • P•••••• F•••: plan on the allocators graph | DFX Data Factory

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AllocatorsPlantaft hartley<100m

C••• • P•••••• F•••

Allocators

Chicago, IL

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:d8026736-ad27-470e-b991-357c93be56c4

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 7:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 8
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 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: $29.9Mlatest reading; see basis
Assets as of: Mar 31, 2025
Assets basis: REPORTED
Funded ratio: 37%
Participants: 2,444
Commitments: 6with an amount; holdings are counted apart
Managers: 2
Funds: 2
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
N••• C••••••••• L•••• S••••• D••••	N••••••• T•••• I••••••••• I•••	Pooled vehicle	$12.3M	Mar 31, 2023	Collective trust	Dol form 5500 pension
N••• C••••••••• L•••• S••••• D••••	N••••••• T•••• I••••••••• I•••

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 18 rows folded into 6

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$428,134	Mar 31, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
S•••••••• C•••••• I•• A•••••••	Investment adviser	Apr 1, 2023	Mar 31, 2024	no	fact	Dol form 5500 pension
U••••• C•••••••• S••••••••	General consultant	Apr 1, 2023	Mar 31, 2024	no

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
N••••••• I••••••••• S••• o• A•••	n/a	Mar 31, 2024	n/a	yes	fact
N••••••• T•••• C••	Investment management	Apr 1, 2023	Mar 31, 2024	no	fact

Relationships

Manages for (2)

← N••••••• I••••••••• S••• o• A•••Manager with allocator capitalInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
← N••••••• T•••• C••Investment consultantInvestment management
Apr 1, 2023 to Mar 31, 2024factForm 5500

Sponsors (1)

← C••• • P•••••• F•••Plan sponsorPlan sponsor
Apr 1, 2022 to presentfactForm 5500

Advised by (6)

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Frances Matich no longer appears on C••• • P•••••• F•••'s Schedule C as general consultant (plan year 2024 vs 2023)
C••• • P•••••• F•••Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Consultant changed
U••••• C•••••••• S•••••••• appears on C••• • P•••••• F•••'s Schedule C as general consultant (plan year 2023 vs 2022)
U••••• C•••••••• S••••••••Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Consultant changed
Frances Matich appears on C••• • P•••••• F•••'s Schedule C as general consultant (plan year 2023 vs 2022)

Provenance

Graph: Allocators
Canonical id: dfx:al:d8026736-ad27-470e-b991-357c93be56c4
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 days 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.