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
R••••• G•••• I•• • I•• A••••••••• R••••••••• P•••
Corporate pensionNashville, TN
Assets
$64.2M
Total assets, Dec 31, 2024 reported
Funded
111.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: R••••• G••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Other investments 17.9%
- Registered investment companies 82.1%
Consultants and advisers
3 firms
- S••••• R••••••••• P••• S••••••• Actuarythrough Dec 31, 2023 Form 5500
- S••••• R•••••••• P••• S•••••••• I•• Actuarythrough Dec 31, 2022 Form 5500
- E•••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- T•••••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
29 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 | 360 | $60.6M | $55.6M | 111.6% | $64.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 363 | $55.4M | $52.0M | 115.5% | $60.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 386 | $73.9M | $51.4M | 132.4% | $55.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S••••• R••••••••• P••• S••••••• codes 11 15 50 64 $151,008 PY2024
- T••••• Bank codes 28 50 $87,500 PY2024
- Kraft CPAS codes 10 50 $16,065 PY2024
- Charles S••••• & Co. Inc. codes 59 PY2024
- S••••• R••••••••• P••• S••••••• codes 11 PY2024
- S••••• R••••••••• P••• S••••••• codes 11 15 50 64 $152,061 PY2023
- T••••• Bank codes 28 50 $70,000 PY2023
- Kraft CPAS codes 10 50 $16,500 PY2023
- Charles S••••• & Co. Inc. codes 59 PY2023
- S••••• R••••••••• P••• S••••••• codes 11 PY2023
- Prudential Retirement Ins & Annuity codes 13 15 64 $124,142 PY2022
- T••••• Bank codes 28 50 $70,000 PY2022
- S••••• R••••••••• P••• S••••••• Inc codes 11 15 50 64 $19,110 PY2022
- Kraft CPAS codes 10 50 $14,000 PY2022
- Charles S••••• & Co. Inc. codes 59 PY2022
- Western Asset Cr Pls Bd (is) Sched. D C PY2022
- Prudential Short-Term Sched. D C PY2022
- E•••••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedR••••• G•••• I•• • I•• A••••••••• R••••••••• P••• funded ratio 115.5% -> 111.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedR••••• G•••• I•• • I•• A••••••••• R••••••••• P••• funded ratio 132.4% -> 115.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedR••••• G•••• I•• • I•• A••••••••• R••••••••• P••• plan assets $74M -> $55M (-25.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 810745074-002
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.