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
S•••••• E•••••••• R••••••••• T••••
Corporate pensionSeattle, WA
Assets
$9.9M
Total assets, Dec 31, 2023 reported
Funded
93.3%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: G•••• D•••••• R••••••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
3 firms
- A•• General consultantthrough Dec 31, 2022 Form 5500
- M•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- S•••• S••••• B••• • T•••• C•••••• Directed trusteethrough 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
17 readings
Plan assets
Funded ratio
Funding target
Discount rate
Investment management fees
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 1,910 | n/a | n/a | n/a | $9.9M | n/a | $9.9M | n/a |
| 2022 to Dec 31, 2022 | 1,966 | $297M | $234M | 93.3% | $232M | n/a | $232M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••••, Inc codes 11 49 50 $596,969 PY2023
- AON Consulting, Inc. codes 16 49 50 $367,388 PY2023
- Moss Adams, LLP codes 10 50 $75,280 PY2023
- K&l Gates, LLP codes 29 50 $34,016 PY2023
- State S••••• B••• and Trust Company codes 25 50 $28,914 PY2023
- S•••••• Group Ret Fund Master Trust Sched. D M $9.9M PY2023
- M•••••••, Inc codes 11 49 50 $554,080 PY2022
- AON Consulting, Inc. codes 16 49 50 $522,969 PY2022
- K&l Gates, LLP codes 29 50 $76,836 PY2022
- State S••••• B••• and Trust Company codes 25 50 $45,253 PY2022
- Moss Adams, LLP codes 10 50 $29,640 PY2022
- S•••••• Group Ret Fund Master Trust Sched. D M $232M PY2022
- M•••••••• I••• codes 11 PY2022
What changed
1 events
- Dec 31, 2023Assets changedS•••••• E•••••••• R••••••••• T•••• total assets $232M -> $10M (-95.7%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 912172199-013
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.