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
F•••••••• P•••••• P•••
Corporate pensionPlainsboro, NJ
Assets
$215M
Total assets, Dec 31, 2024 reported
Funded
109.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: F•••••••• I•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.4%
- U.S. Government securities 6.3%
- Common/collective trusts 53.3%
- Registered investment companies 34.5%
Consultants and advisers
3 firms
- A•• Actuarythrough Dec 31, 2022 Form 5500
- W•••• F•••• B••• Trusteethrough 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
2 managers on the commitment tape
From the plan’s own commitment disclosures
- W••••••••• F•2 rows, latest Dec 31, 2023
- G•••••• S•••• A•••• M•••••••••1 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- W••••••••• T•••• C••••••plan years 2022
- C••••• W•••plan years 2022
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | I••••••••• D••••••• C••••• C•••••collective trust | G•••••• S•••• A•••• M••••••••• | Private credit | $54.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | W•••••• I• L••• B••• P••••••••collective trust | W••••••••• F• | Fixed income | $75.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | W•••••• I• L••• B••• P••••••••collective trust | W••••••••• F• | Fixed income | $70.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$187,535 (2023-12) · $177,047 (2022-12)
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 | 1,313 | $214M | $192M | 109.5% | $215M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,331 | $196M | $191M | 104.0% | $214M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,354 | $248M | $192M | 111.1% | $196M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON C••••••••• codes 11 13 50 $287,102 PY2024
- W••••••••• Trust codes 28 50 51 68 $135,174 PY2024
- C••••• W••• codes 28 50 $61,419 PY2024
- Eisneramper LLP codes 10 50 $34,126 PY2024
- W•••• F•••• codes 21 50 $33,638 PY2024
- Kilpatrick Townsend & Stockton LLP codes 10 50 $6,334 PY2024
- I••••••••• D••••••• C••••• C••••• Sched. D C $60.6M PY2024
- L••• D••••••• Credit C•••••tive Tru Sched. D C $54.0M PY2024
- AON C•••••••••, Inc codes 11 PY2024
- AON C••••••••• codes 11 13 50 $349,954 PY2023
- W••••••••• Trust codes 28 50 51 68 $144,372 PY2023
- C••••• W••• codes 28 50 $43,163 PY2023
- Eisneramper LLP codes 10 50 $34,576 PY2023
- W•••• F•••• codes 21 50 $28,887 PY2023
- WTC Cif II L••• B••• Sched. D C $75.7M PY2023
- AON C•••••••••, Inc codes 11 PY2023
- AON C••••••••• codes 11 13 50 $387,778 PY2022
- W••••••••• Trust codes 28 50 51 68 $151,283 PY2022
- Eisneramper LLP codes 10 50 $31,500 PY2022
- W•••• F•••• codes 21 50 $29,101 PY2022
- C••••• W••• codes 28 50 $25,764 PY2022
- WTC Cif II L••• B••• Sched. D C $70.4M PY2022
- AON C•••••••••, Inc codes 11 PY2022
What changed
5 events
- Dec 31, 2024Holding startedF•••••••• P•••••• P••• first reports an interest in I••••••••• D••••••• C••••• C••••• (G•••••• S•••• A•••• M•••••••••): $54M at 2024-12-31with G•••••• S•••• A•••• M•••••••••askebsa.dol.gov
- Dec 31, 2024Holding endedinferenceF•••••••• P•••••• P••• no longer reports W•••••• I• L••• B••• P•••••••• (W••••••••• F•) (last held $76M at 2023-12-31; absent from the 2024-12-31 filing)with W••••••••• F•askebsa.dol.gov
- Jan 1, 2024Funded status changedF•••••••• P•••••• P••• funded ratio 104.0% -> 109.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedF•••••••• P•••••• P••• funded ratio 111.1% -> 104.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedF•••••••• P•••••• P••• plan assets $248M -> $196M (-20.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135560633-001
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.