DFX Intelligence

T•• J••••• a• B••• M••• C••• I••• D•••••• B•••••• P•••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

T•• J••••• a• B••• M••• C••• I••• D•••••• B•••••• P•••••• P•••

Allocators

Hampstead, MD

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:e64991c6-faa4-4a59-a142-8e868727e2c5

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, 10:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 23
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

T•••• assets: $3.0Mlatest reading; see basis
Assets as of: Dec 31, 2025
Assets basis: REPORTED
Funded ratio: 97%
Participants: 232
Commitments: 43with an amount; holdings are counted apart
Managers: 8
Funds: 18
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	B•••et	V••••	As of	Kind	Source
B•••••••• U• A•• B•••	B••••••••	Fixed income	$1.1M	Dec 31, 2025	Collective trust	Dol form 5500 pension
P••••••••• S•• 5•• I••••	B••••••••	Pooled vehicle	$369,408

Policy targets, latest period

••• Locked

B•••et	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	3	$84,560	Dec 31, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	93

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
G•••••••• B•••••• S•••••••• I•••	actuary	Jan 1, 2025	Dec 31, 2025	no	fact	Dol form 5500 pension
P••••••••	trustee	Jan 1, 2025	Dec 31, 2025	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
C•••••••	n/a	Dec 31, 2024	n/a	yes	fact
B••••••••	n/a	Dec 31, 2023	n/a	yes	fact
M••	n/a

Relationships

Manages for (9)

← M••Manager with allocator capital
Dec 31, 2023 to presentfactForm 5500
← T• R••• P••••Investment consultant
Dec 31, 2022 to presentfactForm 5500
← B••••••••Investment consultant
Dec 31, 2023 to presentfactForm 5500
← D•••• • C••Investment consultant
Dec 31, 2022 to present

Dated events

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

Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
••• Locked
A•••••••• G••••• C•• N•Form 5500observed 7 days ago
$36,480
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
••• Locked
P••••••••• L•••• C•• G••••• C••Form 5500observed 7 days ago
$117,606
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
••• Locked
V••• L•••• C•• G••••• C•• N•Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:e64991c6-faa4-4a59-a142-8e868727e2c5
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 7 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.