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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Corporate pension
A••••• I••• P•••••• P•••
Corporate pensionBerwyn, PA
Assets
$37.5M
Total assets, Dec 31, 2024 reported
Funded
109.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: A•••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
2 firms
- T•• M•••••• C•••••• Actuarythrough Dec 31, 2023 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
30 readings
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 Dec 31, 2024 | 502 | $36.4M | $24.6M | 109.4% | $37.5M | n/a | $37.5M | n/a |
| 2023 to Dec 31, 2023 | 452 | $31.5M | $23.4M | 113.2% | $36.4M | n/a | $36.4M | n/a |
| 2022 to Dec 31, 2022 | 173 | $18.7M | $11.3M | 115.3% | $31.5M | n/a | $31.5M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• U• L•• codes 11 17 50 $105,114 PY2024
- Frank M. Vaccaro and Associates codes 13 50 $104,656 PY2024
- Faegre Drinker Biddle & Reath LLP codes 29 50 $19,601 PY2024
- T•• M•••••• C•••••• codes 11 17 50 51 57 $17,159 PY2024
- E••••••••• Master Retirement Trust Sched. D M $37.5M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- Faegre Drinker Biddle & Reath LLP codes 29 50 $123,988 PY2023
- Frank M. Vaccaro and Associates codes 13 50 $66,639 PY2023
- W••••• T••••• W••••• U• L•• codes 11 17 50 $36,528 PY2023
- T•• M•••••• C•••••• codes 11 17 50 51 57 $16,804 PY2023
- E••••••••• Master Retirement Trust Sched. D M $36.4M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- W••••• T••••• W••••• U• L•• codes 11 17 50 $15,396 PY2022
- Frank M. Vaccaro and Associates codes 13 50 $11,150 PY2022
- Faegre Drinker Biddle & Reath LLP codes 29 50 $6,052 PY2022
- E••••••••• Master Retirement Trust Sched. D M $31.5M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
6 events
- Jan 1, 2024Funded status changedA••••• I••• P•••••• P••• funded ratio 113.2% -> 109.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedA••••• I••• P•••••• P••• plan assets $31M -> $36M (+15.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceT•• M•••••• C•••••• appears on A••••• I••• P•••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with T•• M•••••• C••••••askebsa.dol.gov
- Dec 31, 2023Assets changedA••••• I••• P•••••• P••• total assets $31M -> $36M (+15.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedA••••• I••• P•••••• P••• funded ratio 115.3% -> 113.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedA••••• I••• P•••••• P••• plan assets $19M -> $31M (+68.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 141682544-012
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.