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
P••••• C••••••••• P•••••• P••• f•• E•••••••• R••••••• i• P••••• R•••
Corporate pensionCanonsburg, PA
Assets
$604M
Total assets, Dec 31, 2024 reported
Funded
86.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: V•••••• P••••••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 3.7%
- Corporate debt instruments (preferred) 4.6%
- U.S. Government securities 18.1%
- Registered investment companies 71.7%
Consultants and advisers
3 firms
- B•••• P•••••• d• P••••• R••• Trusteethrough Dec 31, 2022 Form 5500
- M••••• Actuarythrough Dec 31, 2022 Form 5500
- B••• o• A•••••• Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- M•••••• L••••••••• • S••••plan years 2022
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
32 readings
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 | 8,049 | $587M | $693M | 86.2% | $604M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 8,202 | $556M | $693M | 85.7% | $587M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 8,332 | $714M | $691M | 95.0% | $556M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••• L••••, Pierce, Fenner and S codes 51 71 $800,677 PY2024
- B•••• P•••••• d• P••••• R••• codes 21 $603,478 PY2024
- Fidelity codes 15 $476,946 PY2024
- M••••• codes 11 16 $243,591 PY2024
- B••• o• A•••••• codes 21 $60,774 PY2024
- M••••• codes 11 PY2024
- M•••••• L••••, Pierce, Fenner and S codes 51 71 $712,749 PY2023
- B•••• P•••••• d• P••••• R••• codes 21 $693,839 PY2023
- Fidelity codes 15 $425,639 PY2023
- M••••• codes 11 16 $293,776 PY2023
- B••• o• A•••••• codes 21 $70,088 PY2023
- M••••• codes 11 PY2023
- M•••••• L••••, Pierce, Fenner and S codes 51 71 $877,107 PY2022
- B•••• P•••••• d• P••••• R••• codes 21 $488,469 PY2022
- Fidelity codes 15 $465,940 PY2022
- M••••• codes 11 16 $247,727 PY2022
- B••• o• A•••••• codes 21 $49,313 PY2022
- M••••• codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedP••••• C••••••••• P•••••• P••• f•• E•••••••• R••••••• i• P••••• R••• funded ratio 95.0% -> 85.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP••••• C••••••••• P•••••• P••• f•• E•••••••• R••••••• i• P••••• R••• plan assets $714M -> $556M (-22.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 660577291-004
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.