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AllocatorsP•••taft hartley<100m

P••••••• a•• S••••••••• L•• 1•• P•••••• P•••

Allocators

Wallingford, CT

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:d9286a0a-3b89-4966-a121-d277a1334a1b

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, 7:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
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: $24.2Mlatest reading; see basis
Assets as of: Nov 1, 2023
Assets basis: REPORTED
Funded ratio: 61%
Participants: 660
Commitments: 4with an amount; holdings are counted apart
Managers: 3
Funds: 4
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
E••••• G•••• T••••	S•••• A•••••••• I•••	Public equity	$12.4M	Oct 31, 2023	103 12 ie	Dol form 5500 pension
F•••• I••••• G•••• T••••	S•••• A•••••••• I•••	Fixed income	$6.6M

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$78,796	Oct 31, 2023	Derived
Non-interest-bearing cash	n/a	n/a	n/a	3

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
S••••	General consultant	Nov 1, 2022	Oct 31, 2023	no	fact	Dol form 5500 pension
S•••• M•••• A•••••••	Investment adviser	Nov 1, 2022	Oct 31, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
S•••• A•••••••• I•••	n/a	Oct 31, 2023	n/a	yes	fact
I•••••• T•••• C••••••	n/a	Oct 31, 2023	n/a	yes	fact
N••••••• T•••• C••••••	Investment management

Relationships

Manages for (3)

← S•••• A•••••••• I•••Manager with allocator capital
Oct 31, 2023 to presentfactForm 5500
← I•••••• T•••• C••••••Manager with allocator capital
Oct 31, 2023 to presentfactForm 5500
← N••••••• T•••• C••••••Manager with allocator capitalInvestment management
Nov 1, 2022 to Oct 31, 2023factForm 5500

Sponsors (1)

← B•••• o• T••••••• P••••••• a•• S••••••••• L•••• 1•• P•••••• P•••

Dated events

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

Occurred
Dec 31, 2023
Manager relationship ended
••• Locked
N••••••• T•••• C••••••Form 5500observed 7 days ago

Show 1 bookkeeping events

Occurred
Nov 1, 2023
••• Locked

Provenance

Graph: Allocators
Canonical id: dfx:al:d9286a0a-3b89-4966-a121-d277a1334a1b
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.