E••••••••• P•••••• T•••• F•••

Allocators

NEW Y•••, NY

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Search this name across graphsid dfx:al:e13db1ec-f89e-4348-a881-1c8009465998

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, 7:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 61
Dated events: 32
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: $2.4Blatest reading; see basis
Assets as of: May 31, 2025
Assets basis: REPORTED
Funded ratio: 102%
P•••icipants: 46,350
Commitments: 22with an amount; holdings are counted apart
M••••••s: 6
Funds: 8
Re-ups: 0
F••••-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	M••••••	Bucket	V••••	As of	Kind	Source
E• T•••••••• I•••••••••	B•• M•••••	Pooled vehicle	$140M	May 31, 2025	Collective trust	Dol form 5500 pension
T•• S•••• I••••••••• C••• F•••	T•• S•••• A•••••••• L•	Pooled vehicle	$98.3M

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	1	$13.2M	May 31, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
C•••••••• A•••••••••	Investment adviser	Jun 1, 2022	May 31, 2023	no	fact	Dol form 5500 pension
B••• o• N•• Y••• M•••••	custodian	Jun 1, 2022	May 31, 2023	no	fact	Dol form 5500 pension

M••••••s

••• Locked

M••••••	Mandate	From	To	Current	Evidence
H••••••••• P••••••• L•	n/a	May 31, 2025	n/a	yes	fact
T•• S•••• A•••••••• L•	n/a	May 31, 2023	n/a	yes	fact
R••••••••• H••••••••• L•	Investment management

Relationships

Manages for (54)

← H••••••••• P••••••• L•Manager with allocator capitalInvestment management
Jun 1, 2022 to May 31, 2023factForm 5500
← T•• S•••• A•••••••• L•Manager with allocator capital
May 31, 2023 to presentfactForm 5500
← M••••••• • C••••••• L••Manager with allocator capitalInvestment management
Jun 1, 2022 to May 31, 2023factForm 5500
← H• M••••••••• P•••••••• L••

Dated events

Occurred
May 31, 2025
Holding in a pooled vehicle started
••• Locked
J••••••• C•••• B••• N•Form 5500observed 7 days ago
$14.9M
Occurred
Dec 31, 2024
Manager relationship started
••• Locked
W••••••••• C••••••• L•••Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Manager relationship started
••• Locked
R••••••••• H••••••••• L•Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:e13db1ec-f89e-4348-a881-1c8009465998
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.