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.
Corporate pension
Kent School Employees' Pension Plan
Corporate pensionKent, CT
Assets
$114,006
Total assets, Jun 30, 2023 reported
Funded
107.8%
Jul 1, 2022
Private markets target
n/a
policy Jun 30, 2023
Commitments
0
none on the tape
Plan sponsor: Kent School Corporation
Allocation policy
Form 5500, as of Jun 30, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 98.8%
Consultants and advisers
1 firms
- The Angell Pension Group, Inc. Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on Schedule C
From Schedule C (investment management, code 28)
- John W. Bristol & Co. Inc.plan years 2023
- Morgan Stanley Smith Barney, LLCplan years 2023
- SEG Partners II, L.P.plan years 2023
- Eagle Capital Management, LLCplan years 2023
- Harding Loevner LPplan years 2023
- Coho Partners Ltdplan years 2023
- Neuberger Bermanplan 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
11 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Jun 30, 2023 | 126 | $10.6M | $10.3M | 107.8% | $114,006 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- John W. Bristol & Co., Inc. codes 28 $13,037 PY2022
- Morgan Stanley Smith Barney LLC codes 28 $10,329 PY2022
- SEG Partners II, L.P. codes 28 $9,820 PY2022
- Prudential Retirement Insurance codes 13 99 $9,498 PY2022
- Eagle Capital Management, LLC codes 28 $6,602 PY2022
- Harding Loevner codes 28 $4,920 PY2022
- Coho Partners, Ltd. codes 28 $4,239 PY2022
- Neuberger Berman codes 28 $1,765 PY2022
- Prudential Short Term Sched. D P PY2022
- The Angell Pension Group, Inc. 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 060646687-001
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.