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
C•••• • C•••••• C••• B•••••• P•••
Corporate pensionCleveland, OH
Assets
$571
Total assets, Dec 31, 2024 reported
Funded
110.0%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: C•••• S•••••• E••••••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 100.0%
Consultants and advisers
1 firms
- S••••• R••••••••• P••• S••••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- E••••••••plan years 2022
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
28 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 | 516 | n/a | n/a | n/a | $571 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 325 | $12.0M | $10.9M | 110.0% | $7.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 280 | $10.6M | $9.3M | 114.1% | $12.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- E•••••••• Asset Management Inc codes 28 50 $7,105 PY2023
- S••••• R••••••••• P••• S••••••• codes 11 PY2023
- E•••••••• Asset Management Inc codes 28 50 $6,791 PY2022
- Charles S••••• & Co., Inc. codes 33 50 59 71 $83 PY2022
- S••••• R••••••••• P••• S••••••• codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedC•••• • C•••••• C••• B•••••• P••• total assets $7M -> $571 (-100.0%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Assets changedC•••• • C•••••• C••• B•••••• P••• total assets $12M -> $7M (-37.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedC•••• • C•••••• C••• B•••••• P••• funded ratio 114.1% -> 110.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedC•••• • C•••••• C••• B•••••• P••• plan assets $11M -> $12M (+13.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 264094604-002
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.