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
O••••• S•••••••• C••••••••• P•••••• P•••
Corporate pensionBeachwood, OH
Assets
$194M
Total assets, Nov 30, 2024 reported
Funded
103.2%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2024
Commitments
4
none on the tape
Plan sponsor: S•••••••• I•••
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 7.2%
- U.S. Government securities 17.4%
- Common/collective trusts 5.1%
- Registered investment companies 70.1%
Consultants and advisers
3 firms
- S•• I••••••••• C•••••• Trusteethrough Nov 30, 2023 Form 5500
- M••••• Actuarythrough Nov 30, 2023 Form 5500
- M••••• ••• L•• Actuarythrough Nov 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- S•• S••••••••• C••••• C••••••••• F•2 rows, latest Nov 30, 2024
- S•• C••• P••••••• C••••••••• F•••2 rows, latest Nov 30, 2024
Commitments
4 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Nov 30, 2024 | S•• S••••••••• C••••• C••••••••• F•collective trust | S•• S••••••••• C••••• C••••••••• F• | Private credit | $494,883 held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2024 | S•• C••• P••••••• C••••••••• I•• T•collective trust | S•• C••• P••••••• C••••••••• F••• | Real estate | $9.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | S•• S••••••••• C••••• C••••••••• F•collective trust | S•• S••••••••• C••••• C••••••••• F• | Private credit | $12.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | S•• C••• P••••••• C••••••••• I•• T•collective trust | S•• C••• P••••••• C••••••••• F••• | Real estate | $9.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 2,492 | $194M | $200M | 103.2% | $194M | n/a | n/a | n/a |
| 2022 to Nov 30, 2023 | 2,538 | $204M | $210M | 103.7% | $194M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SEI Investments codes 21 50 51 $522,754 PY2023
- M••••• codes 11 50 $337,644 PY2023
- Baker Hostetler codes 29 50 $69,060 PY2023
- Meaden & Moore codes 10 50 $22,500 PY2023
- SEI C••• P••••••• C••••••••• Sched. D C $9.4M PY2023
- SEI S••••••••• Credit C••••••••• Sched. D C $494,883 PY2023
- M••••• ••• L•• codes 11 PY2023
- SEI Investments codes 21 50 51 $574,451 PY2022
- M••••• codes 11 50 $386,731 PY2022
- Meaden & Moore codes 10 50 $22,000 PY2022
- SEI S••••••••• Credit C••••••••• Sched. D C $12.4M PY2022
- SEI C••• P••••••• C••••••••• Sched. D C $9.9M PY2022
- M••••• ••• L•• codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 341897652-001
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.