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.
Corporate pension
OPT, LLC Pension Plan
Corporate pensionMason, OH
Assets
n/a
Total assets, Dec 31, 2022 reported
Funded
101.1%
Jan 1, 2022
Private markets target
n/a
no policy read
Commitments
0
none on the tape
Plan sponsor: OPT LLC
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
Consultants and advisers
3 firms
- MMA Securities LLC Pension consultantthrough Dec 31, 2022 Form 5500
- FID Mgmt Trust Co Trusteethrough Dec 31, 2022 Form 5500
- Fidelity Investments 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
10 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Dec 31, 2022 | 200 | $7.8M | $6.7M | 101.1% | $0 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fidelity Investment Management codes 21 28 50 $213,643 PY2022
- Whitley Penn codes 10 50 $43,400 PY2022
- MMA Securities LLC codes 17 50 $24,367 PY2022
- Fidelity Inv Asset Management Sched. D C PY2022
- Fidelity Investments codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 830575443-001
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.