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Allocators

Mount Laural, NJ

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Search this name across graphsid dfx:al:e6f1971d-8423-4021-935c-f383876f8a24

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, 12:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 3
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: $131Mlatest reading; see basis
Assets as of: Sep 30, 2024
Assets basis: REPORTED
Funded ratio: 64%
Participants: 4,267
Commitments: 4with an amount; holdings are counted apart
Managers: 2
Funds: 2
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
A•• A••••••••• R••• E••••• F•••	A•• A••••••••• R••• E•••••	Real estate	$7.4M	Sep 30, 2023	Collective trust	Dol form 5500 pension
A•• A••••••••• R••• E••••• F•••	A•• A••••••••• R••• E•••••	Real estate

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	3	$3.8M	Sep 30, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
C•••• C•••• T••••	trustee	Oct 1, 2023	Sep 30, 2024	no	fact	Dol form 5500 pension
C••••••	actuary	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
J••••••• A•••• M•••••••••	n/a	Sep 30, 2023	n/a	yes	fact
A•• C•••••• M••••••••• L••	Investment management	Oct 1, 2022	Sep 30, 2023	no	fact
W•••• C••••••	Investment management

Relationships

Manages for (6)

← J••••••• A•••• M•••••••••Manager with allocator capital
Sep 30, 2023 to presentfactForm 5500
← A•• C•••••• M••••••••• L••Investment consultantInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500
← I••••••••• R••• E••••• C••••••••Manager with allocator capitalInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500
← H•••••• J••••••• G••••• A•••••••

Dated events

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

Occurred
Dec 31, 2023
Manager relationship started
••• Locked
C•••• C•••• T••••Form 5500observed 8 days ago
Occurred
Dec 31, 2023
Manager relationship ended
••• Locked
A•• C•••••• M••••••••• L••Form 5500observed 8 days ago

Show 1 bookkeeping events

Occurred
Sep 30, 2024
••• Locked

Provenance

Graph: Allocators
Canonical id: dfx:al:e6f1971d-8423-4021-935c-f383876f8a24
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 22 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.