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
C•••• P•••••• P•••
Corporate pensionPhiladelphia, PA
Assets
$3.8B
Total assets, Dec 31, 2024 reported
Funded
107.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: C•••• H•••••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
6 firms
- C••••••••• L•• Investment adviser (plan)through Dec 31, 2023 Form 5500
- P••• Q••••••••• S•••••••• L•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- C•••• I••••••••• I•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- J••• M••••• C•••• • C• Custodianthrough Dec 31, 2022 Form 5500
- E•••••• Actuarythrough Dec 31, 2022 Form 5500
- S•••• S••••• G••••• A••••••• Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- E•••••• C•••••• M••••••••• L••plan years 2023
- G••••• P•••••••• S••••••••• I•••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
33 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 | 53,085 | $4.1B | $3.7B | 107.8% | $3.8B | n/a | $3.8B | n/a |
| 2023 to Dec 31, 2023 | 34,911 | $2.9B | $2.6B | 105.6% | $4.1B | n/a | $4.1B | n/a |
| 2022 to Dec 31, 2022 | 36,024 | $3.3B | $2.6B | 106.7% | $2.9B | n/a | $2.9B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- C•••• I••••••••• I•• codes 27 $4.9M PY2024
- E•••••• Annuity Insurance Company codes 13 $3.2M PY2024
- The C•••• Group codes 14 15 $205,275 PY2024
- Factset Research Systems Inc codes 49 $86,400 PY2024
- S•••• S••••• G••••• A••••••• Trust codes 18 19 51 $84,449 PY2024
- JP M••••• codes 18 19 $82,584 PY2024
- Groom Law Group Chartered codes 29 $22,862 PY2024
- C•••• P•••••• P•••s Trust Sched. D M $3.8B PY2024
- E•••••• codes 11 PY2024
- C•••• I••••••••• I•• codes 27 $2.8M PY2023
- Prudential Ret Ins and Annuity Co. codes 13 $2.0M PY2023
- JP M••••• codes 18 19 $1.1M PY2023
- E•••••• C•••••• M••••••••• L•• codes 28 $75,177 PY2023
- Factset Research Systems Inc codes 49 $61,652 PY2023
- S•••• S••••• G••••• A••••••• Trust codes 18 19 51 $40,051 PY2023
- C•••• Corporation codes 14 15 $12,798 PY2023
- C••••••••• L•• codes 27 $9,375 PY2023
- C•••• P•••••• P•••s Trust Sched. D M $4.1B PY2023
- E•••••• codes 11 PY2023
- C•••• I••••••••• I•• codes 27 $3.1M PY2022
- Prudential Ret Ins and Annuity Co. codes 13 $1.8M PY2022
- Iron Mountain codes 49 $197,635 PY2022
- S•••• S••••• G••••• A••••••• Trust codes 18 19 51 $143,909 PY2022
- JP M••••• codes 18 19 $98,619 PY2022
- G••••• P•••••••• S••••••••• I••• codes 28 $73,184 PY2022
- Factset Research Systems Inc codes 49 $61,056 PY2022
- Qma codes 27 $28,284 PY2022
- C•••• Corporation codes 14 15 $12,603 PY2022
- C•••• P•••••• P•••s Trust Sched. D M $2.9B PY2022
- E•••••• codes 11 PY2022
What changed
10 events
- Dec 31, 2024Manager relationship endedinferenceE•••••• C•••••• M••••••••• L•• no longer appears on C•••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with E•••••• C•••••• M••••••••• L••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceC••••••••• L•• no longer appears on C•••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with C••••••••• L••askebsa.dol.gov
- Jan 1, 2024Funded status changedC•••• P•••••• P••• funded ratio 105.6% -> 107.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedC•••• P•••••• P••• plan assets $2.9B -> $4.1B (+40.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceQma no longer appears on C•••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with P••• Q••••••••• S•••••••• L••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceG••••• P•••••••• S••••••••• I••• no longer appears on C•••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with G••••• P•••••••• S••••••••• I•••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedE•••••• C•••••• M••••••••• L•• appears on C•••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with E•••••• C•••••• M••••••••• L••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceC••••••••• L•• appears on C•••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with C••••••••• L••askebsa.dol.gov
- Dec 31, 2023Assets changedC•••• P•••••• P••• total assets $2.9B -> $4.1B (+40.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedC•••• P•••••• P••• plan assets $3.3B -> $2.9B (-11.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 061059331-001
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.