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••••• H••••• R••••••••• P•••
Corporate pensionToledo, OH
Assets
$203M
Total assets, Dec 31, 2024 reported
Funded
100.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
2 managers on Schedule C
Plan sponsor: L••••• G•••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 40.8%
- U.S. G••••••••• securities 22.4%
- Partnership/joint venture interests 0.2%
- Common/collective trusts 36.5%
Consultants and advisers
4 firms
- C••••••••• Investment adviser (plan)through Dec 31, 2024 Form 5500
- H••••• C•••••• A•••••••• I•• Investment adviser (plan)through Dec 31, 2024 Form 5500
- N••••••• T•••• C•• Trusteethrough Dec 31, 2024 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- L•••• a•• G••••••1 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- L•••• • G•••••• I•• M••• A••••••plan years 2024
- N••••••• T•••• C••plan years 2024
Commitments
3 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, 2024 | H••••• C•••••• G•••• T•••• f•• D• P•collective trust | H••••• C•••••• A•••••••• I••. | Pooled vehicles | $380,799 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | G••••••••• S•••• T••• I••••••••• F•collective trust | N••••••• Trust Investment, Inc. | Cash | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | L•••• • G•••••• L••• D••••••• U•••collective trust | L•••• a•• G•••••• | Fixed income | $71.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Investment management fees
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 | 2,306 | $217M | $205M | 100.0% | $203M | $487,396 | $0 | n/a |
| 2023 to Dec 31, 2023 | 2,349 | $211M | $210M | 95.7% | $217M | n/a | $217M | n/a |
| 2022 to Dec 31, 2022 | 2,421 | $294M | $206M | 117.5% | $211M | n/a | $211M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• U• L•• codes 11 50 $406,508 PY2024
- L•••• & G•••••• Invt M••• A•••••• codes 28 51 $144,698 PY2024
- Clearsted Advisors, LLC codes 27 51 $60,058 PY2024
- N••••••• Trust Company codes 21 50 $47,930 PY2024
- N••••••• Trust Corp. codes 49 52 59 $38,264 PY2024
- Clifton Larson Allen LLP codes 10 50 $26,120 PY2024
- State Street Bank & Trust codes 49 50 62 $18,274 PY2024
- H••••• C•••••• A•••••••• I•• codes 27 50 51 $9,033 PY2024
- H••••• C•••••• G•••• T•••• f•• D• P• Sched. D C $380,799 PY2024
- N••••••• Trust Collective Govt Stif Sched. D C $2.4M PY2024
- L•••• • G•••••• L••• D••••••• U••• Sched. D C $71.1M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- L••••• Master Retirement Trust Sched. D M $217M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- L••••• Master Retirement Trust Sched. D M $211M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedL••••• H••••• R••••••••• P••• funded ratio 95.7% -> 100.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedL••••• H••••• R••••••••• P••• funded ratio 117.5% -> 95.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedL••••• H••••• R••••••••• P••• plan assets $294M -> $211M (-28.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 222784107-004
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.