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C••••••••• S••••• E•••••••• A••••••••• R••••••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension100m-1b

C••••••••• S••••• E•••••••• A••••••••• R••••••••• P•••

Allocators

SAN Jose, CA

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:f3f27600-6303-4e66-8900-83023607304d

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, 9:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
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: $274Mlatest reading; see basis
Assets as of: May 31, 2025
Assets basis: REPORTED
Funded ratio: 105%
Participants: 733
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$4.2M	May 31, 2025	Derived
Registered investment companies	n/a	n/a	n/a

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
U• B•••	Pension consultant	Jun 1, 2024	May 31, 2025	no	fact	Dol form 5500 pension
M••••• I••••••••• G•••• I•••	Investment adviser	Jun 1, 2022	May 31, 2023	no

Relationships

Sponsors (1)

← C••••••••• S••••• E•••••••• A•••••••••Plan sponsorPlan sponsor
Jun 1, 2022 to presentfactForm 5500

Advised by (4)

→ M••••• I••••••••• G•••• I•••Investment consultantInvestment adviser
Jun 1, 2022 to May 31, 2023factForm 5500
→ M••••• T•••• C••••••Investment consultantPension consultant
Jun 1, 2022 to May 31, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
U• B••• appears on C••••••••• S••••• E•••••••• A••••••••• R••••••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)
U• B•••Form 5500observed 6 days ago

Show 3 bookkeeping events

Occurred
Jun 1, 2024
C••••••••• S••••• E•••••••• A••••••••• R••••••••• P••• plan assets $233M -> $260M (+11.4%, 2023-06-01 to 2024-06-01)
Occurred
May 31, 2024
C••••••••• S••••• E•••••••• A••••••••• R••••••••• P••• total assets $233M -> $260M (+11.4%, 2023-05-31 to 2024-05-31)
Occurred
Jun 1, 2023
C••••••••• S••••• E•••••••• A••••••••• R••••••••• P••• funded ratio 110.6% -> 104.9% (2022-06-01 to 2023-06-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:f3f27600-6303-4e66-8900-83023607304d
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 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.