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
J•••••• P••• H••••••• F••••••••• P•••••• P•••
Corporate pensionChicago, IL
Assets
$1.8M
Total assets, Dec 31, 2024 reported
Funded
79.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: J•••••• P••• H••••••• F•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 96.9%
Consultants and advisers
1 firms
- T•• B••••••• C••••••••• G••••• I••• Actuarythrough Dec 31, 2021 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)
- O•• N••••••• W••••• M•••••••••plan years 2021
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
44 readings
Total assets
$1.8M (2023-12) · $1.8M (2022-12) · $1.9M (2021-12)
Funding target
$2.3M (2023-01) · $2.4M (2022-01) · $2.4M (2021-01)
Discount rate
5.03% (2023-01) · 5.18% (2022-01) · 5.34% (2021-01)
Contributions
$58,000 (2023-12) · $51,000 (2022-12) · $176,000 (2021-12)
Benefits paid
$140,776 (2023-12) · $150,516 (2022-12) · $159,250 (2021-12)
Net investment income
$-10,362 (2023-12) · $-89,269 (2022-12) · $6,343 (2021-12)
Investment management fees
$11,172 (2023-12) · $10,917 (2022-12) · $10,865 (2021-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2021 | 206 | $1.9M | $2.4M | 78.3% | $1.9M | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 172 | $1.8M | $2.2M | 79.0% | $1.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 189 | $1.8M | $2.3M | 76.9% | $1.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 196 | $1.9M | $2.4M | 79.3% | $1.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- First Midwest Bank codes 28 $10,865 PY2025
- T•• B••••••• C••••••••• G••••• I••• codes 11 PY2025
- O•• N••••••• W••••• M••••••••• codes 28 $5,917 PY2024
- T•• B••••••• C••••••••• G••••• I••• codes 11 PY2024
- Old National Wealth Managment codes 28 $11,172 PY2023
- T•• B••••••• C••••••••• G••••• I••• codes 11 PY2023
- O•• N••••••• W••••• M••••••••• codes 28 $10,917 PY2022
- T•• B••••••• C••••••••• G••••• I••• codes 11 PY2022
What changed
2 events
- Jan 1, 2024Funded status changedJ•••••• P••• H••••••• F••••••••• P•••••• P••• funded ratio 76.9% -> 79.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedJ•••••• P••• H••••••• F••••••••• P•••••• P••• funded ratio 79.3% -> 76.9% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 362448028-002
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.