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
T••••••••• I••• P•••••• P•••
Corporate pensionNeenah, WI
Assets
n/a
Total assets, Nov 30, 2023 reported
Funded
99.1%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: T•••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.3%
- Corporate debt instruments (other) 40.1%
- U.S. Government securities 5.6%
- Other investments 1.6%
- Registered investment companies 51.7%
Consultants and advisers
3 firms
- B•••••••• A•••• A•• Pension consultantthrough Nov 30, 2023 Form 5500
- C••••••••• P•••••••• L•• Investment adviser (plan)through Nov 30, 2023 Form 5500
- T••••••••• Actuarythrough 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)
- J••••••• C•••• B•••• N•••plan years 2022
- T••••••••• R••••••••• S••••••••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
18 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2023 | 2,903 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,140 | $237M | $174M | 99.1% | $155M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- T••••••••• R••••••••• S•••••••• codes 12 15 28 $615,670 PY2023
- JP Morgan Investment Mgmt Inc codes 28 51 $199,317 PY2023
- B•••••••• A•••• A••isors codes 17 50 $105,000 PY2023
- C••••••••• P•••••••• L•• codes 27 51 $100,399 PY2023
- JP Morgan Investment Mgmt Inc codes 28 51 $314,516 PY2022
- T••••••••• R••••••••• S•••••••• codes 12 15 28 $267,195 PY2022
- T••••••••• codes 11 PY2022
What changed
3 events
- Dec 31, 2023Consultant changedinferenceB•••••••• A•••• A••isors appears on T••••••••• I••• P•••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with B•••••••• A•••• A••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceC••••••••• P•••••••• L•• appears on T••••••••• I••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with C••••••••• P•••••••• L••askebsa.dol.gov
- Nov 30, 2023Assets changedT••••••••• I••• P•••••• P••• total assets $155M -> $0 (-100.0%, 2022-12-31 to 2023-11-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 391509362-001
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.