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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Corporate pension
A•• C•••••••• A•••••••• I••• P•••••• P•••
Corporate pensionAlpharetta, GA
Assets
$175,288
Total assets, Dec 31, 2024 reported
Funded
124.7%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: A•• C•••••••• A•••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Registered investment companies 99.8%
Consultants and advisers
4 firms
- J••••••• C•••• Pension consultantthrough Dec 31, 2024 Form 5500
- A•• Actuarythrough Dec 31, 2022 Form 5500
- A•• C••••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- S•• I••••••••• C•••••• Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
24 readings
Plan assets
Funded ratio
Funding target
Discount rate
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 | 120 | n/a | n/a | n/a | $175,288 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 166 | n/a | n/a | n/a | $19.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 164 | $28.2M | $22.6M | 124.7% | $23.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON C••••••••• codes 11 15 50 99 $38,898 PY2024
- SEI Private Trust Company codes 19 21 24 25 28 33 50 51 52 62 $21,241 PY2024
- J••••••• C•••• codes 13 17 50 $16,011 PY2024
- AON C••••••••• codes 11 15 50 99 $281,662 PY2023
- SEI Private Trust Company codes 19 21 24 25 28 33 50 51 52 62 $91,434 PY2023
- Proskauer Rose LLP codes 29 50 $53,913 PY2023
- Lbmc, PC codes 10 50 $11,600 PY2023
- SEI Private Trust Company codes 19 21 24 25 28 33 50 51 52 62 $172,504 PY2022
- AON C••••••••• codes 11 15 50 99 $143,409 PY2022
- Proskauer codes 29 50 $58,772 PY2022
- Citibank codes 29 50 $8,229 PY2022
- Opportunity Collective Inv Trust Sched. D C PY2022
- Core Property Collective Inv Trust Sched. D C PY2022
- Structured Credit Collective Inv Tr Sched. D C PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
3 events
- Dec 31, 2024Consultant changedinferenceJ••••••• C•••• appears on A•• C•••••••• A•••••••• I••• P•••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)with J••••••• C••••askebsa.dol.gov
- Dec 31, 2024Assets changedA•• C•••••••• A•••••••• I••• P•••••• P••• total assets $20M -> $175,288 (-99.1%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Assets changedA•• C•••••••• A•••••••• I••• P•••••• P••• total assets $23M -> $20M (-15.6%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 943343075-002
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.