DFX Intelligence

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AllocatorsP•••taft hartley100m-1b

N••••••• B••••••••• A••••••••• P••••••• P•••••• P•••

A•••••tors

Indianapolis, IN

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:f59306fc-315c-4542-9983-0171aaf1fab5

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, 4:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 6
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: $725Mlatest reading; see basis
Assets as of: Feb 1, 2025
Assets basis: REPORTED
Funded ratio: 51%
Participants: 2,092
Commitments: 14with an amount; holdings are counted apart
M•••••rs: 5
Funds: 5
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	M•••••r	Bucket	Value	As of	Kind	Source
R•••••••• S•• I•••• P••••• T••••	R•••••••• A••••••• C•••	Pooled vehicle	$181M	Feb 1, 2025	103 12 ie	Dol form 5500 pension
W•••••• I••••••••• O•••••••••	W•••••••••	Pooled vehicle	$108M

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	1	$9.6M	Feb 1, 2025	Derived
U.S. Government securities	n/a	n/a	n/a	1

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
T•• S•••• C•• ••••••• S•••••• I•••	actuary	Feb 2, 2022	Feb 1, 2023	no	fact	Dol form 5500 pension
M••••• H••••• • B••••••• A••• L••	General consultant	Feb 2, 2022	Feb 1, 2023	no	fact	Dol form 5500 pension

M•••••rs

••• Locked

M•••••r	Mandate	From	To	Current	Evidence
W••••••••• T•••• C••••••• N•	n/a	Feb 1, 2024	n/a	yes	fact
W•••••••••	n/a	Feb 1, 2024	n/a	yes	fact
C•••• • B•••••• L•••	Investment management

Relationships

Manages for (10)

← W••••••••• T•••• C••••••• N•Manager with allocator capital
Feb 1, 2024 to presentfactForm 5500
← W•••••••••Manager with allocator capital
Feb 1, 2024 to presentfactForm 5500
← W••••••••• M•••••••••Investment consultantInvestment management
Feb 2, 2022 to Feb 1, 2023factForm 5500
← B••••••••• G••••• I••••••••• M•••••Manager with allocator capital

Dated events

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

Occurred
Feb 1, 2025
Holding in a pooled vehicle ended
••• Locked
W•••••• O••••••••• I••••• A•••••Form 5500observed 7 days ago
$60.4M

Show 5 bookkeeping events

Occurred
Feb 1, 2025
••• Locked
Occurred
Feb 2, 2024
••• Locked
Occurred
Feb 1, 2024
••• Locked
Occurred
Feb 2, 2023
••• Locked
Occurred
Feb 2, 2023

Provenance

Graph: Allocators
Canonical id: dfx:al:f59306fc-315c-4542-9983-0171aaf1fab5
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 13 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.