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
U•• P•••••• P•••
Corporate pensionWeehawken, NJ
Assets
$380M
Total assets, Dec 31, 2024 reported
Funded
97.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: U•• A•
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.2%
- U.S. Government securities 46.5%
- Common/collective trusts 47.0%
- Registered investment companies 0.2%
- Common stock 1.4%
Consultants and advisers
2 firms
- A•• Actuarythrough 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
1 managers on the commitment tape
From the plan’s own commitment disclosures
- U••6 rows, latest Dec 31, 2024
Commitments
6 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 | U•• M•••• A•••• P••••••••collective trust | U•• | Multi-asset | $54.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | U•• U••• L••• D••••••• C••••• C•••collective trust | U•• | Private credit | $124M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | U•• M•••• A•••• P••••••••collective trust | U•• | Multi-asset | $77.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | U•• U••• L••• D••••••• C••••• C•••collective trust | U•• | Private credit | $129M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | U•• M•••• A•••• P••••••••collective trust | U•• | Multi-asset | $70.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | U•• U••• L••• D••••••• C••••• C•••collective trust | U•• | Private credit | $148M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 | 3,968 | $393M | $336M | 97.3% | $380M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 4,109 | $392M | $341M | 103.1% | $401M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 4,234 | $448M | $345M | 106.7% | $392M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- A•• C••••••••• I••• codes 11 15 50 $468,169 PY2024
- Alight Solutions LLC codes 15 50 $289,004 PY2024
- Ernst and Young LLP codes 10 50 $155,000 PY2024
- U•• M•••• A•••• P•••••••• Sched. D C $54.4M PY2024
- U•• U••• L••• D••••••• C••••• C••• Sched. D C $124M PY2024
- A•• C••••••••• I••• codes 11 PY2024
- Alight Solutions LLC codes 15 50 $386,341 PY2023
- A•• C••••••••• I••• codes 11 15 50 $294,437 PY2023
- Ernst and Young LLP codes 10 50 $106,000 PY2023
- U•• M•••• A•••• P•••••••• Sched. D C $77.4M PY2023
- U•• U••• L••• D••••••• C••••• C••• Sched. D C $129M PY2023
- A•• C••••••••• I••• codes 11 PY2023
- A•• C••••••••• I••• codes 11 15 50 $626,813 PY2022
- Alight Solutions LLC codes 15 50 $93,360 PY2022
- Ernst and Young LLP codes 10 50 $53,000 PY2022
- U•• M•••• A•••• P•••••••• Sched. D C $70.0M PY2022
- U•• U••• L••• D••••••• C••••• C••• Sched. D C $148M PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedU•• P•••••• P••• funded ratio 103.1% -> 97.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedU•• P•••••• P••• funded ratio 106.7% -> 103.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedU•• P•••••• P••• plan assets $448M -> $392M (-12.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 980186363-001
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.