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S•• M••••• D•••••• B•••••• P•••••• P••• f•• F•••• N••••••• B•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

S•• M••••• D•••••• B•••••• P•••••• P••• f•• F•••• N••••••• B•••

Allocators

Altavista, VA

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:f3ab6294-163c-468b-8919-1e0c00d57015

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, 3:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 4
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: $17.0Mlatest reading; see basis
Assets as of: Sep 30, 2025
Assets basis: REPORTED
Funded ratio: 131%
Participants: 185
Commitments: 1with an amount; holdings are counted apart
Managers: 1
Funds: 1
Re-ups: 0
F••••-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
M•• G••••• E••••• F•••	M••	venture	$1.5M	Sep 30, 2025	Collective trust	Dol form 5500 pension

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	0	$17,283	Sep 30, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	9

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
C••••••• P••••••• I•••• C•••••••••	actuary	Oct 1, 2024	Sep 30, 2025	no	fact	Dol form 5500 pension
S••••••• C••••••••• G••••	actuary	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
M••	n/a	Sep 30, 2025	n/a	yes	fact

Relationships

Manages for (1)

← MfsManager with allocator capital
Sep 30, 2025 to presentfactForm 5500

Sponsors (1)

← F•••• National B•••Plan sponsorPlan sponsor
Oct 1, 2022 to presentfactForm 5500

Advised by (2)

→ S••••••• C••••••••• G••••Investment consultantactuary
Oct 1, 2022 to Sep 30, 2023factForm 5500

Dated events

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

Show 4 bookkeeping events

Occurred
Oct 1, 2024
S•• M••••• D•••••• B•••••• P•••••• P••• f•• F•••• N••••••• B••• plan assets $12M -> $15M (+30.0%, 2023-10-01 to 2024-10-01)
Occurred
Oct 1, 2024
S•• M••••• D•••••• B•••••• P•••••• P••• f•• F•••• N••••••• B••• funded ratio 135.5% -> 130.9% (2023-10-01 to 2024-10-01)
Occurred
Sep 30, 2024
S•• M••••• D•••••• B•••••• P•••••• P••• f•• F•••• N••••••• B••• total assets $12M -> $15M (+30.0%, 2023-09-30 to 2024-09-30)
Occurred
Oct 1, 2023
S•• M••••• D•••••• B•••••• P•••••• P••• f•• F•••• N••••••• B••• funded ratio 147.8% -> 135.5% (2022-10-01 to 2023-10-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:f3ab6294-163c-468b-8919-1e0c00d57015
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 56 min 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.