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••••••• • F••••• B••• E••••••••• P•••••• P•••
Corporate pensionKendallville, IN
Assets
$27.5M
Total assets, Jun 30, 2025 reported
Funded
110.0%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: C••••••• • F••••• B•••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.3%
- Corporate debt instruments (other) 22.6%
- Registered investment companies 2.9%
- Common stock 71.8%
Consultants and advisers
3 firms
- A••••••• Actuarythrough Jun 30, 2024 Form 5500
- S•••••• B••• a•• T•••• C•••••• Trusteethrough Jun 30, 2023 Form 5500
- N••••• Actuarythrough Jun 30, 2023 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)
- M•••••• C•••••• M••••••••• I•••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
Investment management fees
$156,502 (2024-06) · $148,648 (2023-06)
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 | 138 | $25.6M | $12.3M | 110.0% | $27.5M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 137 | $24.6M | $12.2M | 105.4% | $25.6M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 133 | $23.2M | $11.5M | 108.8% | $24.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••• C•••••• M••••••••• I••• codes 28 50 $166,282 PY2024
- S•••••• B••• a•• T•••• C•••••• codes 21 50 $57,418 PY2024
- A••••••• codes 11 50 $49,130 PY2024
- Crowe LLP codes 10 50 $26,513 PY2024
- N••••• codes 11 PY2024
- M•••••• C•••••• M••••••••• I••• codes 28 50 $156,502 PY2023
- S•••••• B••• a•• T•••• C•••••• codes 21 50 $44,687 PY2023
- A••••••• codes 11 50 $31,900 PY2023
- Crowe LLP codes 10 50 $7,613 PY2023
- N••••• codes 11 PY2023
- M•••••• C•••••• M••••••••• I••• codes 28 50 $148,648 PY2022
- S•••••• B••• a•• T•••• C•••••• codes 21 50 $43,494 PY2022
- N••••• codes 11 50 $19,550 PY2022
- Crowe LLP codes 10 50 $6,500 PY2022
- N••••• codes 11 PY2022
What changed
2 events
- Jul 1, 2024Funded status changedC••••••• • F••••• B••• E••••••••• P•••••• P••• funded ratio 105.4% -> 110.0% (2023-07-01 to 2024-07-01)
- Jul 1, 2023Funded status changedC••••••• • F••••• B••• E••••••••• P•••••• P••• funded ratio 108.8% -> 105.4% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 350843168-001
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.