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
I••••••• P•••••• P•••
Corporate pensionWestmont, IL
Assets
$9.5M
Total assets, Dec 31, 2023 reported
Funded
112.6%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: S•••••••• E••••••• H•••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Master trust investment accounts 12.4%
Consultants and advisers
3 firms
- C•••••••• • B•••••• L•• General consultantthrough Dec 31, 2023 Form 5500
- B••• o• N•• Y••• M••••• Custodianthrough Dec 31, 2022 Form 5500
- M••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- M•••••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
18 readings
Plan assets
Funded ratio
Funding target
Discount rate
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 31, 2023 | 5,412 | n/a | n/a | n/a | $9.5M | n/a | $1.2M | n/a |
| 2022 to Dec 31, 2022 | 6,894 | $351M | $290M | 112.6% | $556M | n/a | $556M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••• (US), Inc. codes 11 28 50 65 $1.4M PY2023
- Alight Solutions LLC codes 49 50 65 $1.4M PY2023
- C•••••••• & B•••••• codes 16 50 $485,232 PY2023
- The B••• o• N•• Y••• M••••• codes 18 21 50 $117,801 PY2023
- Crowe LLP codes 10 50 $34,275 PY2023
- J.P. Morgan Investment codes 49 50 $16,054 PY2023
- S•••••••• Elec Holdings, Inc. Mt Sched. D M $1.2M PY2023
- Alight Solutions LLC codes 49 50 65 $1.6M PY2022
- M••••• (US), Inc. codes 28 50 65 $1.5M PY2022
- C•••••••• & B•••••• codes 29 50 $131,157 PY2022
- The B••• o• N•• Y••• M••••• codes 18 50 $119,209 PY2022
- Prin Fin Grp, Inc. Stock Sa-R6 Sched. D P PY2022
- S•••••••• Elec Holdings, Inc. Mt Sched. D M $556M PY2022
- M••••• codes 11 PY2022
What changed
2 events
- Dec 31, 2023Consultant changedinferenceC•••••••• & B•••••• appears on I••••••• P•••••• P•••'s Schedule C as general consultant (plan year 2023 vs 2022)with C•••••••• • B•••••• L••askebsa.dol.gov
- Dec 31, 2023Assets changedI••••••• P•••••• P••• total assets $556M -> $9M (-98.3%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 364141566-005
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.