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
Y••• U••••••••• R••••••••• P••• f•• S•••• E••••••••
Corporate pensionNEW Haven, CT
Assets
$2.3B
Total assets, Jun 30, 2025 reported
Funded
114.1%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: Y••• U•••••••••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.8%
- U.S. Government securities 14.6%
- Other investments 0.3%
- Partnership/joint venture interests 73.1%
- Registered investment companies 4.2%
- Common stock 2.3%
Consultants and advisers
3 firms
- N••••••• T•••• C•• Custodianthrough Jun 30, 2023 Form 5500
- A•• Actuarythrough Jun 30, 2023 Form 5500
- A•• C••••••••• I••• Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- T•••••• I••••••••• I•••plan years 2023
- B•••••••• R••••• S•••••••• L••plan years 2023
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
33 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 Jun 30, 2025 | 13,352 | $2.0B | $1.5B | 114.1% | $2.3B | $1.7B | n/a | n/a |
| 2023 to Jun 30, 2024 | 12,970 | $2.0B | $1.4B | 124.0% | $2.0B | $1.7B | n/a | n/a |
| 2022 to Jun 30, 2023 | 12,636 | $1.9B | $1.3B | 128.8% | $2.0B | $1.7B | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Alight Solutions LLC codes 13 50 $1.1M PY2024
- Morgan Stanley codes 50 72 $455,259 PY2024
- Y••• U••••••••• codes 14 50 $225,033 PY2024
- AON C••••••••• codes 11 50 $215,478 PY2024
- N••••••• Trust codes 19 50 72 $187,366 PY2024
- Deloitte Tax LLP codes 10 50 $100,137 PY2024
- T•••••• I••••••••• I••• codes 28 50 51 $41,464 PY2024
- Grant Thornton codes 10 50 $36,225 PY2024
- K&l Gates codes 29 50 $11,783 PY2024
- B•••••••• R••••• S•••••••• L•• codes 28 52 PY2024
- A•• C••••••••• I••• codes 11 PY2024
- Alight Solutions LLC codes 13 50 $1.1M PY2023
- T•••••• I••••••••• I••• codes 28 50 51 61 62 68 72 $295,739 PY2023
- N••••••• Trust codes 19 50 72 $294,086 PY2023
- Y••• U••••••••• codes 14 50 $204,694 PY2023
- AON C••••••••• codes 11 50 $143,195 PY2023
- Curcio Webb codes 13 50 $112,353 PY2023
- Deloitte Tax LLP codes 10 50 $94,910 PY2023
- Morgan Stanley codes 50 72 $72,701 PY2023
- K&l Gates codes 29 50 $37,571 PY2023
- Grant Thornton codes 10 50 $34,125 PY2023
- B•••••••• R••••• S•••••••• L•• codes 28 52 PY2023
- A•• C••••••••• I••• codes 11 PY2023
- Alight Solutions LLC codes 13 50 $1.2M PY2022
- T•••••• I••••••••• I••• codes 28 50 51 72 $397,895 PY2022
- N••••••• Trust codes 19 50 72 $252,113 PY2022
- Y••• U••••••••• codes 14 50 $174,114 PY2022
- AON C••••••••• codes 11 50 $150,881 PY2022
- Curcio Webb codes 13 50 $132,000 PY2022
- Deloitte Tax LLP codes 10 50 $96,077 PY2022
- Lrb codes 13 50 $60,360 PY2022
- Grant Thornton codes 10 50 $31,500 PY2022
- Morgan Stanley codes 50 62 72 $16,196 PY2022
- B•••••••• R••••• S•••••••• L•• codes 28 52 PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
3 events
- Jun 30, 2025Assets changedY••• U••••••••• R••••••••• P••• f•• S•••• E•••••••• total assets $2.0B -> $2.3B (+11.4%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedY••• U••••••••• R••••••••• P••• f•• S•••• E•••••••• funded ratio 124.0% -> 114.1% (2023-07-01 to 2024-07-01)
- Jul 1, 2023Funded status changedY••• U••••••••• R••••••••• P••• f•• S•••• E•••••••• funded ratio 128.8% -> 124.0% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060646973-002
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.