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
E••• I•••••••• G•••• R••••••••• P••• f•• E••••••••
Corporate pensionE•••, PA
Assets
$1.0B
Total assets, Dec 30, 2024 reported
Funded
128.0%
Dec 31, 2023
Private markets target
n/a
policy Dec 30, 2024
Commitments
10
none on the tape
Plan sponsor: E••• I•••••••• C••••••
Allocation policy
Form 5500, as of Dec 30, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.3%
- Common/collective trusts 65.9%
- Registered investment companies 19.7%
- Common stock 9.2%
Consultants and advisers
1 firms
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 30, 2023 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
- F••••••• I••••••••• A•••• M•••10 rows, latest Dec 30, 2024
Commitments
10 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 30, 2024 | F••• L••• D••••••• C••••••••• P•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $260M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 30, 2024 | F••• S•••• C•• C••• P•••collective trust | F••••••• I••••••••• A•••• M••• | Public equity | $10.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 30, 2024 | F••• S••••• I••••••••• S•••• C••collective trust | F••••••• I••••••••• A•••• M••• | Public equity | $16.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 30, 2024 | F••• E••••••• M•••••• C••••••••• P•collective trust | F••••••• I••••••••• A•••• M••• | Public equity | $28.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 30, 2024 | F••• L••• U••• T••••••• S••••• I•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $369M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 30, 2023 | F••• L••• D••••••• C••••••••• P•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $216M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 30, 2023 | F••• S•••• C•• C••• P•••collective trust | F••••••• I••••••••• A•••• M••• | Public equity | $16.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 30, 2023 | F••• S••••• I••••••••• S•••• C••collective trust | F••••••• I••••••••• A•••• M••• | Public equity | $20.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 30, 2023 | F••• E••••••• M•••••• C••••••••• P•collective trust | F••••••• I••••••••• A•••• M••• | Public equity | $35.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 30, 2023 | F••• L••• U••• T••••••• S••••• I•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $325M held | Disclosed holding | askebsa.dol.gov |
Size and funding
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 30, 2024 | 9,616 | $1.0B | $830M | 128.0% | $1.0B | n/a | n/a | n/a |
| 2022 to Dec 30, 2023 | 8,925 | $921M | $767M | 130.0% | $1.0B | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- F••••••• Instit Asset Mgt Trust Co codes 72 PY2023
- F••••••• Invst Inst Ops Co, Inc. codes 60 PY2023
- F••• S•••• Capitalization C••• Com Sched. D C $10.4M PY2023
- F••• S••••• International S•••• CA Sched. D C $16.2M PY2023
- F••• E••••••• M•••••• C••••••••• P• Sched. D C $28.1M PY2023
- F••• L••• US T••••••• S••••• Commin Sched. D C $369M PY2023
- F••• L••• D••••••• C••••••••• P••• Sched. D C $260M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- F••••••• Invst Inst Ops Co, Inc. codes 60 PY2022
- F••••••• Instit Asset Mgt Trust Co codes 72 PY2022
- F••• L••• D••••••• C••••••••• P••• Sched. D C $216M PY2022
- F••• S•••• Capitalization C••• Com Sched. D C $16.4M PY2022
- F••• S••••• International S•••• CA Sched. D C $20.3M PY2022
- F••• E••••••• M•••••• C••••••••• P• Sched. D C $35.6M PY2022
- F••• L••• US T••••••• S••••• Commin Sched. D C $325M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
1 events
- Dec 31, 2023Assets changedE••• I•••••••• G•••• R••••••••• P••• f•• E•••••••• plan assets $921M -> $1.0B (+11.8%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 250466020-001
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.