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
Employees Retirement Plan of Hajoca Corporation
Corporate pensionLafayette Hill, PA
Assets
$483M
Total assets, Dec 31, 2024 reported
Funded
121.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
1 managers on Schedule C
Plan sponsor: Hajoca Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- U.S. Government securities 3.9%
- Partnership/joint venture interests 83.8%
- Registered investment companies 6.0%
- Real estate (other than employer real property) 5.1%
Consultants and advisers
4 firms
- Aon Actuarythrough Dec 31, 2022 Form 5500
- Cbiz Ris Actuarythrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Bryn Mawr Trust Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)
- Cbiz Risplan years 2024
- Shamrock Capital Advisors LLCplan years 2022
- Grantham, Mayo, van Oterloo Co.plan years 2022
- Angeles Investment Advisors, LLCplan years 2022
Commitments
1 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | GMO Multi-Strategy Fund (onshore)collective trust | Grantham, Mayo,van Otterloo & Co. | Hedge / diversifiers | $2.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$567,253 (2023-12) · $581,669 (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 | 7,724 | $437M | $305M | 121.1% | $483M | $405M | n/a | $24.8M |
| 2023 to Dec 31, 2023 | 6,732 | $394M | $292M | 114.0% | $437M | $353M | n/a | $23.6M |
| 2022 to Dec 31, 2022 | 6,269 | $418M | $265M | 132.9% | $394M | $300M | n/a | $23.0M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Bancfirst Corp codes 49 50 $578,162 PY2024
- Angeles Investment Advisors, LLC codes 28 50 $521,186 PY2024
- Bryn Mawr Trust codes 21 50 $325,000 PY2024
- AON Consulting codes 11 50 $293,073 PY2024
- West Side Roofing codes 49 50 $120,829 PY2024
- Grantham, Mayo, van Otterloo & Co codes 28 49 50 51 $93,696 PY2024
- CAL Construction codes 49 50 $80,001 PY2024
- Kpmg codes 10 50 $60,500 PY2024
- Ramco Construction, LLC codes 49 50 $23,820 PY2024
- The Mcenery Company codes 49 50 $18,150 PY2024
- Cbiz codes 28 50 51 $13,517 PY2024
- Waggoners Heat & Air codes 49 50 $13,191 PY2024
- Florida Dept. of Revenue codes 34 49 50 $11,613 PY2024
- At&t codes 49 50 $10,771 PY2024
- PRJ Contracting codes 49 50 $8,974 PY2024
- AON Consulting, Inc. codes 11 PY2024
- Angeles Investment Advisors, LLC codes 28 50 $487,715 PY2023
- AON Consulting codes 11 50 $251,324 PY2023
- Bryn Mawr Trust codes 21 50 $243,750 PY2023
- Bancfirst Corp codes 49 50 $220,400 PY2023
- B&r Construction Services codes 49 50 $166,234 PY2023
- CK Construction & Services Corp. codes 49 50 $144,520 PY2023
- Grantham, Mayo, van Otterloo & Co codes 28 49 50 51 $79,538 PY2023
- Cbiz codes 10 50 $74,521 PY2023
- Elite Commercial Roofing codes 49 50 $72,250 PY2023
- Kpmg codes 10 50 $58,142 PY2023
- St.tammany Parish codes 49 50 $52,157 PY2023
- Rone Engineering Services Ltd codes 49 50 $37,508 PY2023
- The Mcenery Company codes 49 50 $32,320 PY2023
- Encon Commercial Services codes 49 50 $26,250 PY2023
- Florida Dept. of Revenue codes 34 49 50 $14,408 PY2023
- Taft Stettinius & Holister codes 29 50 $9,624 PY2023
- PRJ Contracting codes 49 50 $8,858 PY2023
- At&t codes 49 50 $7,801 PY2023
- Shamrock Capital Advisors codes 52 PY2023
- GMO Multi-Strategy Fund Ser E Sched. D C PY2023
- AON Consulting, Inc. codes 11 PY2023
- Angeles Investment Advisors, LLC codes 28 50 $479,302 PY2022
- Bryn Mawr Trust codes 15 21 50 $453,931 PY2022
- B&r Construction Services codes 49 50 $428,188 PY2022
- AON Consulting codes 11 50 $262,614 PY2022
- Todd Main Company codes 49 50 $209,063 PY2022
- CK Construction & Services Corp. codes 49 50 $105,000 PY2022
- Grantham, Mayo, van Otterloo & Co codes 28 49 50 51 $94,294 PY2022
- Global Roofing Company codes 49 50 $63,087 PY2022
- St.tammany Parish codes 49 50 $51,848 PY2022
- Kpmg codes 10 50 $34,693 PY2022
- The Mcenery Company codes 49 50 $31,966 PY2022
- Simons Architecture codes 49 50 $27,472 PY2022
- Hajoca Corp. codes 49 50 $26,700 PY2022
- Florida Dept. of Revenue codes 34 49 50 $14,180 PY2022
- Cbiz codes 11 34 50 $8,073 PY2022
- PRJ Contracting codes 49 50 $7,345 PY2022
- At&t codes 49 50 $6,084 PY2022
- Taft Stettinius & Holister codes 29 50 $5,859 PY2022
- Shamrock Capital Advisors codes 52 PY2022
- GMO Multi-Strategy Fund Ser E Sched. D C $2.7M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship startedCbiz appears on Employees Retirement Plan of Hajoca Corporation's Schedule C as investment manager (plan year 2024 vs 2023)with Cbiz Risaskebsa.dol.gov
- Dec 31, 2024Assets changedEmployees Retirement Plan of Hajoca Corporation total assets $437M -> $483M (+10.6%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedEmployees Retirement Plan of Hajoca Corporation funded ratio 114.0% -> 121.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedEmployees Retirement Plan of Hajoca Corporation plan assets $394M -> $437M (+10.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedEmployees Retirement Plan of Hajoca Corporation total assets $394M -> $437M (+10.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedEmployees Retirement Plan of Hajoca Corporation funded ratio 132.9% -> 114.0% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 232203401-002
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.