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
B••••••••• A•••••••• I••• R••••••••• P•••
Corporate pensionNashville, TN
Assets
n/a
Total assets, Oct 31, 2025 reported
Funded
112.2%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2024
Commitments
0
none on the tape
Plan sponsor: B••••••••• A•••••••• I•••
Allocation policy
Form 5500, as of Oct 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 98.8%
Consultants and advisers
4 firms
- J••• M••••• I••••••••• M••••••••• Investment adviser (plan)through Oct 31, 2023 Form 5500
- C••••••• T••••••••• Investment adviser (plan)through Oct 31, 2023 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Oct 31, 2023 Form 5500
- N••••••• T•••• C•• Trusteethrough Oct 31, 2023 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
31 readings
Investment management fees
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 Oct 31, 2025 | 3,606 | $137M | $122M | 112.2% | $0 | n/a | $0 | n/a |
| 2023 to Oct 31, 2024 | 3,755 | $122M | $125M | 97.9% | $137M | n/a | $135M | n/a |
| 2022 to Oct 31, 2023 | 3,941 | $130M | $125M | 103.9% | $122M | n/a | $122M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• codes 11 50 $274,442 PY2024
- Grant Thornton LLP codes 10 50 $7,671 PY2024
- BAI Master Pension Trust Sched. D M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- W••••• T••••• W••••• codes 11 50 $381,890 PY2023
- Grant Thornton LLP codes 10 50 $28,350 PY2023
- BAI Master Pension Trust Sched. D M $135M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- W••••• T••••• W••••• codes 11 50 $673,275 PY2022
- JP M••••• Investment Management Inc codes 27 28 50 51 $101,509 PY2022
- The N••••••• Trust Company codes 21 50 62 $62,696 PY2022
- Grant Thornton LLP codes 10 50 $55,153 PY2022
- C••••••• Management Investment Adv codes 27 50 51 68 $10,589 PY2022
- Jpmcb Liquidity Fund Sched. D C PY2022
- BAI Master Pension Trust Sched. D M $122M PY2022
- Jpmcb High Quality Long Cr Fd Sched. D C PY2022
- Short-Term Investment Fund Sched. D C PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
7 events
- Oct 31, 2025Assets changedB••••••••• A•••••••• I••• R••••••••• P••• total assets $137M -> $0 (-100.0%, 2024-10-31 to 2025-10-31)
- Nov 1, 2024Funded status changedB••••••••• A•••••••• I••• R••••••••• P••• funded ratio 97.9% -> 112.2% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedB••••••••• A•••••••• I••• R••••••••• P••• plan assets $122M -> $137M (+11.9%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Assets changedB••••••••• A•••••••• I••• R••••••••• P••• total assets $122M -> $137M (+11.9%, 2023-10-31 to 2024-10-31)
- Dec 31, 2023Manager relationship endedinferenceJP M••••• Investment Management Inc no longer appears on B••••••••• A•••••••• I••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with J••• M••••• I••••••••• M•••••••••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceC••••••• Management Investment Adv no longer appears on B••••••••• A•••••••• I••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with C••••••• T•••••••••askebsa.dol.gov
- Nov 1, 2023Funded status changedB••••••••• A•••••••• I••• R••••••••• P••• funded ratio 103.9% -> 97.9% (2022-11-01 to 2023-11-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 880335067-019
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.