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
R••••••••• P••• f•• R••••••••• P•••••••• N••••• o• S•••••••• M•••••• C•••••• • S•••••••• K••• N•••••• H•••• I•••
Corporate pensionWatertown, NY
Assets
$72.9M
Total assets, Dec 31, 2024 reported
Funded
88.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: S•••••••• M•••••• C•••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 0.0%
- R••••••••• investment companies 99.3%
Consultants and advisers
2 firms
- T••••••••• R••••••••• S•••••••• Actuarythrough Dec 31, 2022 Form 5500
- B••• A•••••••• a•• P•••••• S••••••• Actuarythrough Dec 31, 2022 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
- T•••••••••3 rows, latest Dec 31, 2024
Commitments
3 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, 2024 | T••••••••• C••••••••• T•••• F••••collective trust | T••••••••• | Pooled vehicles | $2,739 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | T••••••••• C••••••••• T•••• F••••collective trust | T••••••••• | Pooled vehicles | $746,766 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | T••••••••• C••••••••• T•••• F••••collective trust | T••••••••• | Pooled vehicles | $2,314 held | Disclosed holding | askebsa.dol.gov |
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 | 743 | $77.0M | $72.9M | 88.2% | $72.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 819 | $73.5M | $74.6M | 88.2% | $77.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 780 | $95.7M | $70.3M | 107.0% | $73.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- T••••••••• R••••••••• S•••••••• codes 11 12 15 28 38 50 59 61 62 63 64 PY2024
- National Financial Services codes 33 71 PY2024
- T••••••••• C••••••••• T•••• F•••• Sched. D C $2,739 PY2024
- B••• A•••••••• & Pension Services codes 11 PY2024
- National Integrity Life Insurance codes 13 50 $4.8M PY2023
- National Financial Services codes 33 71 PY2023
- T••••••••• R••••••••• S•••••••• codes 11 12 15 28 38 50 59 61 62 63 64 PY2023
- T••••••••• C••••••••• T•••• F•••• Sched. D C $746,766 PY2023
- B••• A•••••••• & Pension Services codes 11 PY2023
- T••••••••• R••••••••• S•••••••• codes 11 12 15 28 38 50 59 61 62 63 64 PY2022
- National Financial Services codes 33 71 PY2022
- T••••••••• C••••••••• T•••• F•••• Sched. D C $2,314 PY2022
- B••• A•••••••• & Pension Services codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedR••••••••• P••• f•• R••••••••• P•••••••• N••••• o• S•••••••• M•••••• C•••••• • S•••••••• K••• N•••••• H•••• I••• funded ratio 107.0% -> 88.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedR••••••••• P••• f•• R••••••••• P•••••••• N••••• o• S•••••••• M•••••• C•••••• • S•••••••• K••• N•••••• H•••• I••• plan assets $96M -> $74M (-23.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 150533577-003
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.