DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
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Corporate pension
U•• C••••• P•••••• P••• f•• A••••••• a• U••••••••• E••••••••
Corporate pensionPiketon, OH
Assets
$11.6M
Total assets, Dec 31, 2024 reported
Funded
99.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: F•• B••••••• C••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.9%
- Registered investment companies 99.1%
Consultants and advisers
3 firms
- F•••••••• A••••••• L•• General consultantInvestment adviser (plan)through Dec 31, 2024 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
- U• B••• Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
32 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 184 | $10.3M | $10.4M | 99.8% | $11.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 185 | $8.1M | $10.3M | 86.6% | $9.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 185 | $8.7M | $8.9M | 93.0% | $7.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• US, LLC codes 11 50 $74,119 PY2024
- F•••••••• A••••••• L•• codes 16 17 31 50 70 $40,739 PY2024
- Schneider Downs codes 10 50 $16,005 PY2024
- U.S. B••• National Associate codes 21 50 $10,000 PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- W••••• T••••• W••••• US, LLC codes 11 50 $60,124 PY2023
- F•••••••• A••••••• L•• codes 27 50 $31,595 PY2023
- Schneider Downs codes 10 50 $15,003 PY2023
- U.S. B••• National Associate codes 21 50 $10,000 PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- W••••• T••••• W••••• US, LLC codes 11 50 $59,955 PY2022
- F•••••••• A••••••• L•• codes 27 50 $30,675 PY2022
- Schneider Downs codes 10 50 $12,000 PY2022
- U.S. B••• National Associate codes 21 $9,674 PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedU•• C••••• P•••••• P••• f•• A••••••• a• U••••••••• E•••••••• total assets $10M -> $12M (+18.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedU•• C••••• P•••••• P••• f•• A••••••• a• U••••••••• E•••••••• funded ratio 86.6% -> 99.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedU•• C••••• P•••••• P••• f•• A••••••• a• U••••••••• E•••••••• plan assets $8M -> $10M (+26.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedU•• C••••• P•••••• P••• f•• A••••••• a• U••••••••• E•••••••• total assets $8M -> $10M (+23.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedU•• C••••• P•••••• P••• f•• A••••••• a• U••••••••• E•••••••• funded ratio 93.0% -> 86.6% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 271279969-002
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.