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•••••• P••• o• L•••••• U••• I•••
Corporate pensionBerkeley Heights, NJ
Assets
$833M
Total assets, Dec 31, 2024 reported
Funded
88.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: L••••• U••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
7 firms
- P•••••• I••••••• M••••••••• C• L•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- J••• M••••• I••••••••• M••••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- C••••••••• P•••••••• L•• General consultantthrough Dec 31, 2022 Form 5500
- W•••••• B•••• Trusteethrough Dec 31, 2023 Form 5500
- W•••••• B•••• I••••••••• M••••••••• Trusteethrough Dec 31, 2022 Form 5500
- N••••••• T•••• C•• Trusteethrough Dec 31, 2022 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
2 managers on Schedule C
From Schedule C (investment management, code 28)
- A•••••• C•••••• M••••••••• C••• L••plan years 2022
- W••••••••• M•••••••••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
33 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 | 11,236 | $759M | $674M | 88.7% | $833M | n/a | $833M | n/a |
| 2023 to Dec 31, 2023 | 10,176 | $723M | $640M | 86.1% | $876M | n/a | $876M | n/a |
| 2022 to Dec 31, 2022 | 10,061 | $995M | $623M | 101.7% | $829M | n/a | $829M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• U• L•• codes 11 14 15 50 $1.0M PY2024
- W••••••••• M••••••••• Co. codes 28 51 68 $711,522 PY2024
- Pimco codes 27 28 51 99 $706,063 PY2024
- JP M••••• Investment Mgmt Inc codes 27 28 50 51 $611,783 PY2024
- N••••••• Trust Corporation codes 21 49 50 52 59 62 99 $371,899 PY2024
- A•••••• Capital codes 28 68 71 $299,066 PY2024
- C••••••••• P•••••••• L•• codes 16 27 50 $167,623 PY2024
- BDO USA, P.C. codes 10 50 $63,500 PY2024
- W•••••• B•••• codes 21 51 68 $60,072 PY2024
- Butzel Long codes 29 50 $14,200 PY2024
- PEN Pln L••••• USA Master Ret Trst Sched. D M $833M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- W••••• T••••• W••••• U• L•• codes 11 14 15 50 $1.2M PY2023
- Pimco codes 27 28 51 99 $479,328 PY2023
- W••••••••• M••••••••• Co. codes 28 51 68 $420,036 PY2023
- JP M••••• Investment Mgmt Inc codes 27 28 50 51 $396,255 PY2023
- N••••••• Trust Corporation codes 21 50 62 99 $341,774 PY2023
- A•••••• Capital codes 28 68 71 $282,227 PY2023
- W•••••• B•••• codes 21 51 68 $251,588 PY2023
- Butzel Long codes 29 50 $196,494 PY2023
- C••••••••• P•••••••• L•• codes 16 27 50 $162,006 PY2023
- BDO USA, P.C. codes 10 50 $63,500 PY2023
- PEN Pln L••••• USA Master Ret Trst Sched. D M $876M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- W••••• T••••• W••••• U• L•• codes 11 14 15 50 $1.1M PY2022
- Pimco codes 27 28 51 99 $672,916 PY2022
- W••••••••• M••••••••• Co. codes 28 51 68 $589,925 PY2022
- JP M••••• Investment Mgmt Inc codes 27 28 50 51 $501,168 PY2022
- N••••••• Trust Company codes 21 50 62 99 $417,289 PY2022
- A•••••• Capital codes 28 68 71 $330,099 PY2022
- Global Trust Company-W•••••• B•••• codes 21 50 $292,566 PY2022
- C••••••••• P•••••••• L•• codes 16 27 50 $155,775 PY2022
- BDO USA, P.C. codes 10 50 $63,500 PY2022
- Butzel Long codes 29 50 $19,878 PY2022
- PEN Pln L••••• USA Master Ret Trst Sched. D M $829M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedP•••••• P••• o• L•••••• U••• I••• funded ratio 86.1% -> 88.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedP•••••• P••• o• L•••••• U••• I••• funded ratio 101.7% -> 86.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP•••••• P••• o• L•••••• U••• I••• plan assets $995M -> $723M (-27.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 221539735-002
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.