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
T•• K•••• P•••••• P•••
Corporate pensionZeeland, MI
Assets
$175,378
Total assets, Dec 31, 2024 reported
Funded
112.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2023
Commitments
2
none on the tape
Plan sponsor: K••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 1.5%
- Corporate debt instruments (preferred) 48.0%
- U.S. Government securities 13.9%
- Other investments 5.9%
- Common/collective trusts 29.7%
- Registered investment companies 0.4%
Consultants and advisers
5 firms
- S•• M••••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- C••••••••• P•••••••• L•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- C••• R•• Actuarythrough Dec 31, 2022 Form 5500
- U• B••• Trusteethrough Dec 31, 2022 Form 5500
- C••• Actuarythrough 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
2 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, 2023 | D• G••••• P••••••••collective trust | Wilmington Trust Collective Investment Trust | Pooled vehicles | $38.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | D• G••••• P••••••••collective trust | Wilmington Trust Collective Investment Trust | Pooled vehicles | $39.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$26,539 (2023-12) · $302,806 (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 | 1,079 | $128M | $122M | 112.4% | $175,378 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,147 | $134M | $133M | 111.4% | $128M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,209 | $179M | $134M | 128.9% | $134M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- C••• codes 11 15 17 38 50 64 70 $895,752 PY2024
- S•• M••••••••• codes 27 50 $189,022 PY2024
- CAP Financial Partners, LLC codes 27 50 51 $90,000 PY2024
- U• B••• codes 21 50 $39,370 PY2024
- Kronick Kalada Berdy & Co codes 10 50 $19,000 PY2024
- D• G••••• P•••••••• Institutional C Sched. D C PY2024
- C••• codes 11 PY2024
- C••• codes 11 15 17 38 50 64 70 $162,313 PY2023
- S•• M••••••••• codes 27 50 $139,897 PY2023
- CAP Financial Partners, LLC codes 27 50 51 $67,500 PY2023
- U• B••• codes 21 50 $26,539 PY2023
- Kronick Kalada Berdy & Co codes 10 50 $18,500 PY2023
- D• G••••• P•••••••• Institutional C Sched. D C $38.1M PY2023
- C••• codes 11 PY2023
- S•• M••••••••• codes 27 50 $212,806 PY2022
- C••• codes 11 15 17 38 50 64 70 $110,109 PY2022
- CAP Financial Partners, LLC codes 27 50 51 $90,000 PY2022
- U• B••• codes 21 50 $33,329 PY2022
- Kronick Kalada Berdy & Co codes 10 50 $15,400 PY2022
- D• G••••• P•••••••• Institutional C Sched. D C $39.7M PY2022
- C••• codes 11 PY2022
What changed
3 events
- Dec 31, 2024Assets changedT•• K•••• P•••••• P••• total assets $128M -> $175,378 (-99.9%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedT•• K•••• P•••••• P••• funded ratio 128.9% -> 111.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedT•• K•••• P•••••• P••• plan assets $179M -> $134M (-25.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133873847-001
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.