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
A•••••• a•• R••••••• B•••••• M•••• N••••••••• I••• P•••••• P•••
Corporate pensionS••••••, WA
Assets
$53.3M
Total assets, Dec 31, 2024 reported
Funded
118.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: S•••••• T•••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Master trust investment accounts 100.0%
Consultants and advisers
8 firms
- U•• F•••••••• S••••••• I•• Investment adviser (plan)through Dec 31, 2024 Form 5500
- H••••••• S••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- U•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- V•••• A•••••••• I••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- P••••••••• T•••• C•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- W••••• T•••• W••••• U• L•• Actuarythrough Dec 31, 2023 Form 5500
- P•••••••• C•••••• S•••••••• Trusteethrough Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• L•• 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)
- P•••••• I••••••• M••••••••• C• L••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
33 readings
Investment management fees
$128,227 (2023-12) · $119,211 (2022-12)
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 | 1,349 | $54.6M | $43.8M | 118.0% | $53.3M | n/a | $53.3M | n/a |
| 2023 to Dec 31, 2023 | 1,392 | $53.7M | $45.2M | 118.1% | $54.6M | n/a | $54.6M | n/a |
| 2022 to Dec 31, 2022 | 1,420 | $63.3M | $45.7M | 132.1% | $53.9M | n/a | $48.5M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••••• Financial codes 21 50 $64,880 PY2024
- W••••• T••••• W••••• U• L•• codes 11 50 $64,122 PY2024
- Pimco codes 28 51 $32,725 PY2024
- H••••••• S••••• codes 27 50 $32,051 PY2024
- Clark Nuber Ps codes 10 50 $24,500 PY2024
- UBS Financial Services codes 27 50 $21,525 PY2024
- V•••• codes 27 50 $21,273 PY2024
- S•••••• T•••• C•••••• codes 14 50 $15,251 PY2024
- P••••••••• Trust codes 27 50 $13,153 PY2024
- S•••••• T•••• Multiple Pension P••• Sched. D M $53.3M PY2024
- W••••• T•••• W••••• U• L•• codes 11 PY2024
- W••••• T••••• W••••• U• L•• codes 11 50 $52,174 PY2023
- S•••••• T•••• C•••••• codes 14 50 $38,126 PY2023
- Pimco codes 28 51 $34,630 PY2023
- H••••••• S••••• codes 27 50 $33,514 PY2023
- Clark Nuber Ps codes 10 50 $30,773 PY2023
- P•••••••• Financial codes 21 50 $26,665 PY2023
- UBS Financial Services codes 27 50 $24,911 PY2023
- V•••• codes 27 50 $20,710 PY2023
- P••••••••• Trust codes 27 50 $14,462 PY2023
- S•••••• T•••• Multiple Pension P••• Sched. D M $54.6M PY2023
- W••••• T•••• W••••• U• L•• codes 11 PY2023
- W••••• T••••• W••••• U• L•• codes 11 50 $65,129 PY2022
- Pimco codes 28 51 $31,127 PY2022
- H••••••• S••••• codes 27 50 $30,824 PY2022
- UBS Financial Services codes 27 50 $28,596 PY2022
- P•••••••• Financial codes 21 50 $22,852 PY2022
- Clark Nuber Ps codes 10 50 $21,300 PY2022
- V•••• codes 27 50 $19,416 PY2022
- P••••••••• Trust codes 27 50 $9,247 PY2022
- S•••••• T•••• C•••••• codes 14 50 $8,827 PY2022
- S•••••• T•••• Multiple Pension P••• Sched. D M $48.5M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedA•••••• a•• R••••••• B•••••• M•••• N••••••••• I••• P•••••• P••• funded ratio 132.1% -> 118.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedA•••••• a•• R••••••• B•••••• M•••• N••••••••• I••• P•••••• P••• plan assets $63M -> $54M (-15.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 910403890-009
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.