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
S•••••• N••••••••• R••••••••• P•••••• f•• C•••••• E•••••••• o• B••• C•••• a•• B••• S••••• o• A••••••• I•••
Corporate pensionPhoenix, AZ
Assets
$7.6M
Total assets, Dec 31, 2023 reported
Funded
99.8%
Jun 30, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
1
none on the tape
Plan sponsor: B••• C•••• a•• B••• S••••• o• A••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Common/collective trusts 99.5%
Consultants and advisers
2 firms
- N••••••• T•••• C•• Trusteethrough Dec 31, 2023 Form 5500
- A•• C••••••••• I••• Actuarythrough Dec 31, 2023 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
- N••••••• T•••• C••••••••• E••• I•••1 rows, latest Dec 31, 2023
Commitments
1 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, 2023 | N• C••••••••• S•••• T••• I•••••••••collective trust | N••••••• T•••• C••••••••• E••• I••• | Cash | $7.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
10 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 517 | $184M | $126M | 99.8% | $7.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- N••••••• Trust Company codes 21 50 $34,942 PY2023
- C••••••••• S•••• T••• Investment Fd Sched. D C $7.6M PY2023
- A•• C••••••••• I••• codes 11 PY2023
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 860004538-003
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.