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••••• B•••• P•••••• P•••
Corporate pensionStamford, CT
Assets
$959M
Total assets, Dec 31, 2024 reported
Funded
90.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: P••••• B•••• 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
4 firms
- P••••••••• I•••••••• C•••••• o• A•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- N••• I••••••••• A•••••••• L•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
- S•• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on Schedule C
From Schedule C (investment management, code 28)
- N••••••• T•••• C••plan years 2022
- P•••••• I••••••• M••••••••• C• L••plan years 2022
- G•••••• S•••• A•••• M•••••••••plan years 2022
- L•••• • G•••••• I•• M••• A••••••plan years 2022
- B•••••••• I••••••••• T•••• C••••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
21 readings
Investment management fees
Form 5500 filings
2 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 | 22,622 | $1.2B | $1.1B | 90.6% | $959M | n/a | $959M | n/a |
| 2022 to Dec 31, 2022 | 23,671 | $1.5B | $1.2B | 105.2% | $1.2B | n/a | $1.2B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• codes 11 17 50 $3.1M PY2024
- N••••••• Trust Company codes 12 50 52 68 $726,730 PY2024
- P•••••• Investment Management Co. codes 28 51 68 $692,648 PY2024
- P••••••••• I•••••••• Company codes 27 28 50 $612,807 PY2024
- SEI Trust Company codes 11 16 17 50 $424,169 PY2024
- N••• I••••••••• A•••••••• L•• codes 27 28 51 71 $374,859 PY2024
- L•••• & G•••••• Investment M••• codes 28 51 $199,073 PY2024
- Becher Della Torre Gitto & Co. codes 10 50 $31,810 PY2024
- Morgan, Lewis & Bockius LLP codes 29 50 $21,976 PY2024
- G•••••• S•••• A•••• M•••••••••, LP codes 28 52 56 $17,236 PY2024
- Cbiz Advisors, LLC codes 49 50 $5,630 PY2024
- P••••• B•••• Retirement P•••s Trust Sched. D M $959M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- W••••• T••••• W••••• codes 11 17 50 $1.5M PY2022
- N••••••• Trust Company codes 12 50 52 68 $1.2M PY2022
- P••••••••• I•••••••• Company codes 27 28 50 $710,430 PY2022
- P•••••• Investment Management Co. codes 28 51 68 $672,488 PY2022
- SEI Trust Company codes 11 16 17 50 $480,730 PY2022
- N••• I••••••••• A•••••••• L•• codes 27 28 51 71 $392,328 PY2022
- L•••• & G•••••• Investment M••• codes 28 51 $221,773 PY2022
- Morgan, Lewis & Bockius LLP codes 29 50 $66,258 PY2022
- Becher Della Torre Gitto & Co. codes 10 50 $49,400 PY2022
- G•••••• S•••• A•••• M•••••••••, LP codes 28 52 56 $32,014 PY2022
- Cbiz Tax & Adv Svcs of Stl, LLC codes 49 50 $10,290 PY2022
- B•••••••• I••••••••• Trust Co Na codes 28 51 $10,023 PY2022
- P••••• B•••• Retirement P•••s Trust Sched. D M $1.2B PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
3 events
- Dec 31, 2024Assets changedP••••• B•••• P•••••• P••• total assets $1.2B -> $959M (-17.4%, 2022-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedP••••• B•••• P•••••• P••• funded ratio 105.2% -> 90.6% (2022-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedP••••• B•••• P•••••• P••• plan assets $1.5B -> $1.2B (-25.5%, 2022-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060495050-001
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.