DFX Intelligence

M•••••••• C••••• U•••• D•••••• B•••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

M•••••••• C••••• U•••• D•••••• B•••••• P•••

Allocators

NEW York, NY

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Search this name across graphsid dfx:al:ebcc93db-f282-4996-8dbb-f727b47f1d73

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 12:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 6
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: $14.8Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 125%
Participants: 732
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers

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	100	$14.7M	Jun 30, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
O•••••••••	Investment adviser	Jul 1, 2023	Jun 30, 2024	no	fact	Dol form 5500 pension
P•••••• I••••••• M••••••••• C• L••	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
J• M••••• C••••	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact

Relationships

Sponsors (1)

← M•••••••• Credit U••••Plan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (4)

→ P•••••• I••••••• M••••••••• C• L••Manager with allocator capitalInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ P•••••••• T•••• C••Investment consultantDiscretionary trustee
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Manager relationship ended
J• M••••• C•••• no longer appears on M•••••••• C••••• U•••• D•••••• B•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)
J• M••••• C••••Form 5500observed 7 days ago
Occurred
Dec 31, 2023
Consultant changed
O••••••••• Investment Advisors appears on M•••••••• C••••• U•••• D•••••• B•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
O•••••••••Form 5500observed 7 days ago
Occurred
Dec 31, 2023
Consultant changed
Resources Investment Advisors no longer appears on M•••••••• C••••• U•••• D•••••• B•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)

Provenance

Graph: Allocators
Canonical id: dfx:al:ebcc93db-f282-4996-8dbb-f727b47f1d73
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 7 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.