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AllocatorsPlancorporate pension<100m

Meharry Medical College Retirement Income Plan

Allocators

Nashville, TN

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:e1c97923-e952-4018-8af6-a35ca91ab663

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
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: $5.2Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 129%
Participants: 425
Commitments: 9with an amount; holdings are counted apart
Managers: 0
Funds: 5
Re-ups: 0
First-time managers: 0
Latest commitment: Jun 30, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Jun 30, 2025
People: 0

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
Spdr Bloomberg 1-3 Month T-Bill Etf	n/a	Pooled vehicle	$1.0M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Spdr Bloomberg 1-3 Month T-Bill Etf	n/a	Pooled vehicle	$704,595	Jun 30, 2024	Collective trust	Dol form 5500 pension
Vanguard Value Etf	n/a	Pooled vehicle	$283,774	Jun 30, 2023	Collective trust	Dol form 5500 pension
Vanguard Value Etf	n/a	Pooled vehicle	$213,666	Jun 30, 2024	Collective trust	Dol form 5500 pension
Ishares Russell 2000 Etf	n/a	Pooled vehicle	$148,516	Jun 30, 2024	Collective trust	Dol form 5500 pension
Ishares Core S&p Mid-Cap Etf	n/a	Pooled vehicle	$86,902	Jun 30, 2024	Collective trust	Dol form 5500 pension
Ishares Core S&p Mid-Cap Etf	n/a	Pooled vehicle	$77,659	Jun 30, 2023	Collective trust	Dol form 5500 pension
Ishares S&p Small-Cap 600 Val Etf	n/a	Pooled vehicle	$69,035	Jun 30, 2023	Collective trust	Dol form 5500 pension
Ishares Russell 2000 Etf	n/a	Pooled vehicle	$68,541	Jun 30, 2023	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 9 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	12	$633,555	Jun 30, 2025	Derived
U.S. Government securities	n/a	n/a	n/a	8	$399,500	Jun 30, 2025	Derived
Registered investment companies	n/a	n/a	n/a	80	$4.2M	Jun 30, 2025	Derived

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
Truist Bank	trustee	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
USI Consulting Group	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Meharry Medical CollegeAllocatorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (2)

→ Truist BankInvestment consultanttrustee
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ USI Consulting GroupInvestment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

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

Occurred
Jun 30, 2024
Holding in a pooled vehicle ended
Meharry Medical College Retirement Income Plan no longer reports Ishares S&p Small-Cap 600 Val Etf (last held $69,035 at 2023-06-30; absent from the 2024-06-30 filing)
Ishares S&p Small-Cap 600 Val Etf Form 5500observed 3 days ago
$69,035

Show 1 bookkeeping events

Occurred
Jul 1, 2023
Meharry Medical College Retirement Income Plan funded ratio 108.9% -> 128.9% (2022-07-01 to 2023-07-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:e1c97923-e952-4018-8af6-a35ca91ab663
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.

Meharry Medical College Retirement Income Plan

Allocators

Nashville, TN

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:e1c97923-e952-4018-8af6-a35ca91ab663

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Spdr Bloomberg 1-3 Month T-Bill Etf

n/a

Pooled vehicle

$1.0M

Jun 30, 2023

Collective trust

Dol form 5500 pension

Spdr Bloomberg 1-3 Month T-Bill Etf

n/a

Pooled vehicle

$704,595

Jun 30, 2024

Collective trust

Dol form 5500 pension

Vanguard Value Etf

n/a

Pooled vehicle

$283,774

Jun 30, 2023

Collective trust

Dol form 5500 pension

Vanguard Value Etf

n/a

Pooled vehicle

$213,666

Jun 30, 2024

Collective trust

Dol form 5500 pension

Ishares Russell 2000 Etf

n/a

Pooled vehicle

$148,516

Jun 30, 2024

Collective trust

Dol form 5500 pension

Ishares Core S&p Mid-Cap Etf

n/a

Pooled vehicle

$86,902

Jun 30, 2024

Collective trust

Dol form 5500 pension

Ishares Core S&p Mid-Cap Etf

n/a

Pooled vehicle

$77,659

Jun 30, 2023

Collective trust

Dol form 5500 pension

Ishares S&p Small-Cap 600 Val Etf

n/a

Pooled vehicle

$69,035

Jun 30, 2023

Collective trust

Dol form 5500 pension

Ishares Russell 2000 Etf

n/a

Pooled vehicle

$68,541

Jun 30, 2023

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$633,555

Jun 30, 2025

Derived

U.S. Government securities

n/a

$399,500

Jun 30, 2025

Derived

Registered investment companies

n/a

$4.2M

Jun 30, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

Truist Bank

trustee

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

USI Consulting Group

actuary

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension