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

T•• D•••••• R••••••••• P••• o• U•••••••••

Corporate pensionLyndhurst, NJ
Assets
$102M
Total assets, Dec 31, 2024 reported
Funded
162.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
21
none on the tape
Plan sponsor: T•• T••••••• o• t•• D•••••• R••••••••• P••• o• U•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Partnership/joint venture interests 2.7%
  • Common/collective trusts 97.2%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
21 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024P•••••••• E••••••• P••••••• F•••collective trustP•••••••• E••••••• P••••••• F••••••Real estate$9.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B••••• D• S• M• S••collective trustB•• M•••••Pooled vehicles$11.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B••••• D• S• L• G••••• S••collective trustB•• M•••••Pooled vehicles$12.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B••••• D• S• L• V•••• S••collective trustB•• M•••••Pooled vehicles$9.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B••••• D• S• I••• S••collective trustB•• M•••••Pooled vehicles$7.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B••• M••••• D• S• S•••• I•••• F•••collective trustB•• M•••••Public equity$21.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024E• T•••••••• I•••••••••collective trustB•• M•••••Pooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023E• T•••••••• I•••••••••collective trustB•• M•••••Pooled vehicles$938,048 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B••• M••••• D• S• S•••• I•••• F•••collective trustB•• M•••••Public equity$18.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B••••• D• S• I••• S••collective trustB•• M•••••Pooled vehicles$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B••••• D• S• L• V•••• S••collective trustB•• M•••••Pooled vehicles$8.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B••••• D• S• L• G••••• S••collective trustB•• M•••••Pooled vehicles$9.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B••••• D• S• M• S••collective trustB•• M•••••Pooled vehicles$10.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P•••••••• E••••••• P••••••• F•••collective trustP•••••••• E••••••• P••••••• F••••••Real estate$9.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P•••••••• E••••••• P••••••• F•••collective trustP•••••••• E••••••• P••••••• F••••••Real estate$10.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B••••• D• S• M• S••collective trustB•• M•••••Pooled vehicles$8.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B••••• D• S• L• G••••• S••collective trustB•• M•••••Pooled vehicles$9.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B••••• D• S• L• V•••• S••collective trustB•• M•••••Pooled vehicles$7.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B••••• D• S• I••• S••collective trustB•• M•••••Pooled vehicles$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B••• M••••• D• S• S•••• I•••• F•••collective trustB•• M•••••Public equity$19.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022E• T•••••••• I•••••••••collective trustB•• M•••••Pooled vehicles$1.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
31 readings
Total assets
$102M Dec 31, 2024 reported Form 5500
$92.7M (2023-12) · $83.2M (2022-12)
Plan assets
$92.5M Jan 1, 2024 reported Form 5500
$83.1M (2023-01) · $98.7M (2022-01)
Net assets
$102M Dec 31, 2024 reported Form 5500
$92.5M (2023-12) · $83.1M (2022-12)
Funded ratio
162.4% Jan 1, 2024 reported Form 5500
147.7% (2023-01) · 181.7% (2022-01)
Funding target
$57.0M Jan 1, 2024 reported Form 5500
$56.2M (2023-01) · $54.3M (2022-01)
Discount rate
5.07% Jan 1, 2024 reported Form 5500
5.20% (2023-01) · 5.35% (2022-01)
Participants
163 Jan 1, 2024 reported Form 5500
160 (2023-01) · 161 (2022-01)
Contributions
$2.5M Dec 31, 2024 reported Form 5500
$2.4M (2023-12) · $2.2M (2022-12)
Benefits paid
$4.0M Dec 31, 2024 reported Form 5500
$4.0M (2023-12) · $3.8M (2022-12)
Net investment income
$9.6M Dec 31, 2024 reported Form 5500
$9.5M (2023-12) · $-15.6M (2022-12)
Investment management fees
$256,792 Dec 31, 2022 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024163$92.5M$57.0M162.4%$102M$2.8Mn/an/a
2023 to Dec 31, 2023160$83.1M$56.2M147.7%$92.7M$3.5Mn/an/a
2022 to Dec 31, 2022161$98.7M$54.3M181.7%$83.2M$3.8Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • R••••••• C••••••••• Services codes 27 50 $66,178 PY2024
  • Grant Thorton codes 10 50 $26,250 PY2024
  • T•• L••••• F••• codes 11 50 $2,070 PY2024
  • EB Daily V••••d Large Cap G••••• Si Sched. D C $12.9M PY2024
  • EB Daily V••••d Large Cap V•••• Sif Sched. D C $9.9M PY2024
  • P•••••••• E••••••• P••••••• Sched. D C $9.5M PY2024
  • EB Daily V••••d Mid Cap Sif Sched. D C $11.3M PY2024
  • EB Daily V••••d International Sif Sched. D C $7.4M PY2024
  • EB Daily V••••d Sif Sched. D C $21.0M PY2024
  • Ebtem Inv Fd Var Rt Sched. D C $1.5M PY2024
  • M••••• codes 11 PY2024
  • R••••••• C••••••••• Services codes 27 50 $44,520 PY2023
  • Grant Thorton codes 10 50 $25,200 PY2023
  • T•• L••••• F••• codes 11 50 $2,217 PY2023
  • EB Daily V••••d Sif Sched. D C $18.5M PY2023
  • Ebtem Inv Fd Var Rt Sched. D C $938,048 PY2023
  • EB Daily V••••d International Sif Sched. D C $7.1M PY2023
  • EB Daily V••••d Large Cap V•••• Sif Sched. D C $8.5M PY2023
  • EB Daily V••••d Large Cap G••••• Si Sched. D C $9.7M PY2023
  • EB Daily V••••d Mid Cap Sif Sched. D C $10.0M PY2023
  • P•••••••• E••••••• P••••••• Sched. D C $9.4M PY2023
  • M••••• codes 11 PY2023
  • R••••••• C••••••••• Services codes 27 50 $44,520 PY2022
  • Grant Thorton codes 10 50 $22,253 PY2022
  • T•• L••••• F••• codes 11 50 $3,443 PY2022
  • EB Daily V••••d Sif Sched. D C $19.0M PY2022
  • P•••••••• E••••••• P••••••• Sched. D C $10.6M PY2022
  • EB Daily V••••d Mid Cap Sif Sched. D C $8.5M PY2022
  • Ebtem Inv Fd Var Rt Sched. D C $1.0M PY2022
  • EB Daily V••••d Large Cap G••••• Si Sched. D C $9.5M PY2022
  • EB Daily V••••d Large Cap V•••• Sif Sched. D C $7.5M PY2022
  • EB Daily Calued International Sif Sched. D C $6.0M PY2022
  • M••••• codes 11 PY2022
What changed
6 events
  • Dec 31, 2024Assets changed
    T•• D•••••• R••••••••• P••• o• U••••••••• total assets $93M -> $102M (+10.4%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    T•• D•••••• R••••••••• P••• o• U••••••••• funded ratio 147.7% -> 162.4% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    T•• D•••••• R••••••••• P••• o• U••••••••• plan assets $83M -> $93M (+11.4%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    T•• D•••••• R••••••••• P••• o• U••••••••• total assets $83M -> $93M (+11.4%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    T•• D•••••• R••••••••• P••• o• U••••••••• funded ratio 181.7% -> 147.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    T•• D•••••• R••••••••• P••• o• U••••••••• plan assets $99M -> $83M (-15.8%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132871925-001
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.