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
B••••••••• C••••••••• S••••••• E•••••••• R••••••••• P•••
Corporate pensionLouisville, KY
Assets
$478M
Total assets, Dec 31, 2024 reported
Funded
86.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: B••••••••• C•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 99.0%
- Preferred stock 0.0%
Consultants and advisers
3 firms
- A•• Actuarythrough Dec 31, 2024 Form 5500
- H••••• A••••••••• Actuarythrough Dec 31, 2022 Form 5500
- A•• C••••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
30 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 | 2,933 | $499M | $422M | 86.3% | $478M | n/a | $473M | n/a |
| 2023 to Dec 31, 2023 | 2,926 | $560M | $485M | 90.2% | $499M | n/a | $494M | n/a |
| 2022 to Dec 31, 2022 | 2,943 | $705M | $454M | 105.2% | $560M | n/a | $550M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON C••••••••• Inc codes 11 $467,153 PY2024
- Cherry Bekaert Advisory LLC codes 10 $103,266 PY2024
- Crowe LLP codes 10 $19,635 PY2024
- B••••••••• Corp Master Trust Sched. D M $473M PY2024
- AON C•••••••••, Inc codes 11 PY2024
- H••••• A••••••••• codes 11 $466,606 PY2023
- MCM CPAS & Advisors LLP codes 10 $91,716 PY2023
- Crowe LLP codes 10 $18,348 PY2023
- B••••••••• Corp Master Trust Sched. D M $494M PY2023
- AON C•••••••••, Inc codes 11 PY2023
- H••••• A••••••••• codes 11 $439,047 PY2022
- MCM CPAS & Advisors LLP codes 10 $95,387 PY2022
- Crowe LLP codes 10 $17,400 PY2022
- B••••••••• Corp Master Trust Sched. D M $550M PY2022
- AON C•••••••••, Inc codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedB••••••••• C••••••••• S••••••• E•••••••• R••••••••• P••• funded ratio 90.2% -> 86.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedB••••••••• C••••••••• S••••••• E•••••••• R••••••••• P••• plan assets $560M -> $499M (-10.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedB••••••••• C••••••••• S••••••• E•••••••• R••••••••• P••• total assets $560M -> $499M (-10.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedB••••••••• C••••••••• S••••••• E•••••••• R••••••••• P••• funded ratio 105.2% -> 90.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedB••••••••• C••••••••• S••••••• E•••••••• R••••••••• P••• plan assets $705M -> $560M (-20.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 610143150-002
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.