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
L•••••• C•••••••• B•••••••• a•• T•••••••• L•••• ••• P•••••• P•••
Corporate pensionPhiladelphia, PA
Assets
$26.6M
Total assets, Dec 31, 2024 reported
Funded
105.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: L•••••• C•••••••• B•••••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.4%
- Registered investment companies 99.6%
Consultants and advisers
2 firms
- T•• A••••• P•••••• G••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- F•••• T•••• B••• Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- C••••••••• P••••••• L••plan years 2022
- M••••••••• M••••• L••• I•••••••• C••••••plan years 2022
- P•••••••• E••••••••• I•••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
$45,168 (2023-12) · $39,096 (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 | 447 | $25.0M | $19.9M | 105.3% | $26.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 534 | $23.3M | $17.4M | 100.0% | $25.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 534 | $20.0M | $13.3M | 111.2% | $23.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- T•• A••••• P•••••• G••••• I••• codes 11 $45,276 PY2024
- C••••••••• P••••••• L•• codes 28 $44,037 PY2024
- Torrillo & Associates, LLC codes 10 $23,500 PY2024
- F•••• T•••• B••• codes 21 $13,011 PY2024
- T•• A••••• P•••••• G••••• I••• codes 11 PY2024
- T•• A••••• P•••••• G••••• I••• codes 11 $60,778 PY2023
- C••••••••• P••••••• L•• codes 28 $45,168 PY2023
- Torrillo & Associates, LLC codes 10 $20,500 PY2023
- F•••• T•••• B••• codes 21 $7,390 PY2023
- T•• A••••• P•••••• G••••• I••• codes 11 PY2023
- T•• A••••• P•••••• G••••• I••• codes 11 $63,843 PY2022
- P•••••••• E••••••••• I••• codes 28 $20,600 PY2022
- C••••••••• P••••••• L•• codes 28 $18,496 PY2022
- Torrillo & Associates, LLC codes 10 $17,940 PY2022
- M••••••••• M••••• L••• I•••••••• codes 13 52 62 72 $5,606 PY2022
- F•••• T•••• B••• codes 21 $5,465 PY2022
- Jpmorgan US Government Money Mkt Fd Sched. D P PY2022
- T•• A••••• P•••••• G••••• I••• codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedL•••••• C•••••••• B•••••••• a•• T•••••••• L•••• ••• P•••••• P••• funded ratio 100.0% -> 105.3% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceP•••••••• E••••••••• I••• no longer appears on L•••••• C•••••••• B•••••••• a•• T•••••••• L•••• ••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with P•••••••• E••••••••• I•••askebsa.dol.gov
- Jan 1, 2023Funded status changedL•••••• C•••••••• B•••••••• a•• T•••••••• L•••• ••• P•••••• P••• funded ratio 111.2% -> 100.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedL•••••• C•••••••• B•••••••• a•• T•••••••• L•••• ••• P•••••• P••• plan assets $20M -> $23M (+16.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 821396019-002
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.