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•• T•••• R••••••••• P•••
Corporate pensionMishawaka, IN
Assets
n/a
Total assets, Jul 1, 2025 reported
Funded
78.9%
Aug 1, 2023
Private markets target
n/a
policy Jul 31, 2024
Commitments
0
none on the tape
Plan sponsor: T•••• P••••••••• C••••••• I•••
Allocation policy
Form 5500, as of Jul 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.7%
- U.S. Government securities 37.6%
- Registered investment companies 55.7%
Consultants and advisers
3 firms
- N••••• A•••••• a•• E••••••• B•••••• Actuarythrough Jul 31, 2023 Form 5500
- K•• B••• N••••••• A••••••••• Custodianthrough Jul 31, 2023 Form 5500
- N••••• Actuarythrough Jul 31, 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)
- O••••• F•••••••• G••••• L••plan years 2023
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
Investment management fees
$14,453 (2024-07) · $24,487 (2023-07)
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 Jul 1, 2025 | 173 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2023 to Jul 31, 2024 | 175 | $7.1M | $9.4M | 78.9% | $7.4M | n/a | n/a | n/a |
| 2022 to Jul 31, 2023 | 178 | $7.2M | $9.4M | 80.8% | $7.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- N••••• A•••••• a•• E••••••• B•••••• codes 11 $178,083 PY2024
- O••••• Financial Group codes 28 $13,470 PY2024
- N••••• A•••••• a•• E••••••• B•••••• codes 11 $65,185 PY2023
- O••••• Financial Group codes 28 $14,453 PY2023
- RSM US LLP codes 10 $11,198 PY2023
- Keybank National A••••••••• codes 10 13 19 21 28 62 99 $5,689 PY2023
- N••••• codes 11 PY2023
- N••••• A•••••• a•• E••••••• B•••••• codes 11 $51,035 PY2022
- O••••• Financial Group codes 28 $24,487 PY2022
- RSM US LLP codes 10 $14,930 PY2022
- Keybank National A••••••••• codes 10 13 19 21 28 62 99 $5,638 PY2022
- N••••• codes 11 PY2022
What changed
2 events
- Jul 1, 2025Assets changedT•• T•••• R••••••••• P••• total assets $7M -> $0 (-100.0%, 2024-07-31 to 2025-07-01)
- Dec 31, 2024Manager relationship endedinferenceKeybank National A••••••••• no longer appears on T•• T•••• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with K•• B••• N••••••• A•••••••••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 621179461-335
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.