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AllocatorsP•••corporate pension<100m

H••••••• F••••• F•••••• C••••• U•••• D•••••• B•••••• P••• a•• T••••

Allocators

Rutland, VT

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:f9dddb81-77cd-469c-b707-62c1ccc52343

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, 6:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
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: $22.7Mlatest reading; see basis
Assets as of: Dec 31, 2025
Assets basis: REPORTED
Funded ratio: 186%
Participants: 169
Commitments: 4with an amount; holdings are counted apart
Managers: 1
Funds: 1
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
S••••••• A•••••• a•	S••••••• I•••••••• C••••••	Pooled vehicle	$18.7M	Dec 31, 2025	Separate account	Dol form 5500 pension
S••••••• A•••••• a•	S••••••• I•••••••• C••••••	Pooled vehicle	$18.3M

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
I•••••••• company general account	n/a	n/a	n/a	18	$4.0M	Dec 31, 2025	Derived
Pooled separate accounts	n/a	n/a	n/a	82

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
S••••••• F•••••••• G••••	actuary	Jan 1, 2025	Dec 31, 2025	no	fact	Dol form 5500 pension
S••••••• I•••••••• C••••••	actuary	Jan 1, 2025	Dec 31, 2025	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← H••••••• Family F•••••• Credit U••••Plan sponsorPlan sponsor
Jan 1, 2025 to presentfactForm 5500

Advised by (2)

→ S••••••• F•••••••• G••••Investment consultantactuary
Jan 1, 2025 to Dec 31, 2025factForm 5500
→ S••••••• I•••••••• C••••••Investment consultantactuary
Jan 1, 2025 to Dec 31, 2025factForm 5500

Dated events

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

Show 5 bookkeeping events

Occurred
Jan 1, 2025
H••••••• F••••• F•••••• C••••• U•••• D•••••• B•••••• P••• a•• T•••• funded ratio 171.9% -> 186.1% (2024-01-01 to 2025-01-01)
Occurred
Jan 1, 2024
H••••••• F••••• F•••••• C••••• U•••• D•••••• B•••••• P••• a•• T•••• plan assets $20M -> $22M (+12.6%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
H••••••• F••••• F•••••• C••••• U•••• D•••••• B•••••• P••• a•• T•••• total assets $20M -> $22M (+12.6%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
H••••••• F••••• F•••••• C••••• U•••• D•••••• B•••••• P••• a•• T•••• funded ratio 209.9% -> 171.1% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
H••••••• F••••• F•••••• C••••• U•••• D•••••• B•••••• P••• a•• T•••• plan assets $23M -> $20M (-14.6%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:f9dddb81-77cd-469c-b707-62c1ccc52343
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 3 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.