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

U•••••• R••••••••• P•••

Corporate pensionEnglewood Cliffs, NJ
Assets
$836M
Total assets, Dec 31, 2024 reported
Funded
84.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
7
1 managers on Schedule C
Plan sponsor: U••••••• U••••• S•••••• I••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.1%
  • Corporate debt instruments (other) 20.6%
  • Corporate debt instruments (preferred) 0.2%
  • U.S. Government securities 38.5%
  • Other investments 9.2%
  • Common/collective trusts 15.7%
  • Registered investment companies 4.9%
  • Common stock 8.6%
  • Preferred stock 0.0%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
7 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024L•••• • G•••••• L••• D••••••• U•••collective trustL•••• a•• G••••••Fixed income$123M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N• C••••••••• S•••• T••• I•••••••••collective trustN••••••• T•••• C••••••••• E••• I•••Cash$11.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023L•••• • G•••••• L••• D••••••• U•••collective trustL•••• a•• G••••••Fixed income$132M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N• C••••••••• S•••• T••• I•••••••••collective trustN••••••• T•••• C••••••••• E••• I•••Cash$16.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022L•••• • G•••••• L••• D••••••• U•••collective trustL•••• a•• G••••••Fixed income$38.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022N• C••••••••• S•••• T••• I•••••••••collective trustN••••••• T•••• C••••••••• E••• I•••Cash$18.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S•••• H••••• E••••••• M•••••• D•••collective trustGlobal Trust CompanyPrivate credit$14.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$836M Dec 31, 2024 reported Form 5500
$893M (2023-12) · $901M (2022-12)
Plan assets
$800M Jan 1, 2024 reported Form 5500
$798M (2023-01) · $1.1B (2022-01)
Net assets
$732M Dec 31, 2024 reported Form 5500
$799M (2023-12) · $801M (2022-12)
Funded ratio
84.5% Jan 1, 2024 reported Form 5500
82.0% (2023-01) · 103.3% (2022-01)
Funding target
$757M Jan 1, 2024 reported Form 5500
$800M (2023-01) · $837M (2022-01)
Discount rate
5.13% Jan 1, 2024 reported Form 5500
5.06% (2023-01) · 5.40% (2022-01)
Participants
8,742 Jan 1, 2024 reported Form 5500
9,135 (2023-01) · 9,550 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $110M (2022-12)
Benefits paid
$63.3M Dec 31, 2024 reported Form 5500
$68.5M (2023-12) · $103M (2022-12)
Net investment income
$-66.2M Dec 31, 2024 reported Form 5500
$-2.9M (2023-12) · $-255M (2022-12)
Investment management fees
$596,842 Dec 31, 2024 reported Form 5500
$2.0M (2023-12) · $1.7M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20248,742$800M$757M84.5%$836M$0n/an/a
2023 to Dec 31, 20239,135$798M$800M82.0%$893M$563,445n/an/a
2022 to Dec 31, 20229,550$1.1B$837M103.3%$901M$21.2Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
7 events
  • Dec 31, 2024Manager relationship started
    Morgan Stanley Capital Internationa appears on U•••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with M••• I••askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    S•••• H••••• Investment Partners no longer appears on U•••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with S•••• H••••• I••••••••• P••••••• L•askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    U•••••• R••••••••• P••• funded ratio 82.0% -> 84.5% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    U•••••• R••••••••• P••• no longer reports S•••• H••••• E••••••• M•••••• D••• (last held $15M at 2022-12-31; absent from the 2023-12-31 filing)
    with S•••• H••••• E••••••• M•••••• D•••askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    S•••• S••••• G••••• A••••••• Trust no longer appears on U•••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)
    with S•••• S••••• G••••• A•••••••askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    U•••••• R••••••••• P••• funded ratio 103.3% -> 82.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    U•••••• R••••••••• P••• plan assets $1.1B -> $798M (-24.5%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132915928-002
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.