DFX Intelligence

I••••••••• I••••••••• P•••••• T••••: plan on the allocators graph | DFX Data Factory

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AllocatorsPlantaft hartley100m-1b

I••••••••• I••••••••• P•••••• T••••

Allocators

Salt Lake City, UT

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:f775e6d7-aa15-430e-a806-3c7165c68d95

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, 7:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 5
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: $162Mlatest reading; see basis
Assets as of: May 31, 2025
Assets basis: REPORTED
Funded ratio: 84%
Participants: 2,967
Commitments: 19with an amount; holdings are counted apart
M•••••rs: 9
Funds: 10
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	M•••••r	Bucket	Value	As of	Kind	Source
W••••••••• C•••••• J•••• M••••• T••	W••••••••• C•••••• M••••••••• I•••	Pooled vehicle	$14.8M	May 31, 2025	103 12 ie	Dol form 5500 pension
W••••••••• C•••••• J•••• M••••• T••	W••••••••• C•••••• M••••••••• I•••	Pooled vehicle

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	$702,033	May 31, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
N•••• L••	Investment adviser	Jun 1, 2022	May 31, 2023	no	fact	Dol form 5500 pension
R••• • L•••••	actuary	Jun 1, 2022	May 31, 2023	no	fact	Dol form 5500 pension

M•••••rs

••• Locked

M•••••r	Mandate	From	To	Current	Evidence
S••••• B••••• • H••••• L••	n/a	May 31, 2024	n/a	yes	fact
N•• G•••• T•••• I••••••••• F•••	Investment management	Jun 1, 2024	May 31, 2025	no	fact
U••••• I••••••••• A•••••••	Investment management

Relationships

Manages for (8)

← S••••• B••••• • H••••• L••Manager with allocator capitalInvestment management
Jun 1, 2023 to May 31, 2024factForm 5500
← W••••••••• C•••••• M••••••••• I•••Manager with allocator capitalInvestment management
Jun 1, 2022 to May 31, 2023factForm 5500
← B••••••••• G••••• I••••••••• M••••Manager with allocator capitalInvestment management
Jun 1, 2022 to May 31, 2023factForm 5500
← A•••••• A•••• M•••••••• L••

Dated events

Occurred
May 31, 2024
Holding in a pooled vehicle started
••• Locked
S••••• B••••• • H••••• Q•••••• H•••Form 5500observed 7 days ago
$9.0M
Occurred
May 31, 2024
Holding in a pooled vehicle ended
••• Locked
T•• C•••••• T••••Form 5500observed 7 days ago
$16,641
Occurred
May 31, 2024
Holding in a pooled vehicle started
••• Locked
W••••• S•••• N••Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:f775e6d7-aa15-430e-a806-3c7165c68d95
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 16 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.