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.
Corporate pension
Norton Community Hospital Retirement Plan
Corporate pensionNorton, VA
Assets
$3.4M
Total assets, Jun 30, 2025 reported
Funded
63.3%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: Norton Community Hospital
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.4%
- Registered investment companies 75.4%
- Real estate (other than employer real property) 20.6%
Consultants and advisers
1 firms
- American Trust Actuarythrough Jun 30, 2023 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)
- Westwood Management Corpplan years 2025
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 Jun 30, 2025 | 220 | $3.5M | $5.5M | 63.3% | $3.4M | n/a | n/a | $708,076 |
| 2023 to Jun 30, 2024 | 222 | $3.7M | $5.7M | 62.6% | $3.6M | $779,577 | n/a | n/a |
| 2022 to Jun 30, 2023 | 432 | $9.2M | $10.8M | 84.3% | $3.7M | $920,592 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Westwood Management Corp codes 28 68 $14,508 PY2024
- American Trust codes 11 PY2024
- American Trust codes 11 PY2023
- American Trust codes 11 PY2022
What changed
2 events
- Jul 1, 2023Funded status changedNorton Community Hospital Retirement Plan funded ratio 84.3% -> 62.6% (2022-07-01 to 2023-07-01)
- Jul 1, 2023Assets changedNorton Community Hospital Retirement Plan plan assets $9M -> $4M (-59.9%, 2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 540566029-001
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.