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
N••• E••••••••• P•••••• P•••
Corporate pensionWashington, DC
Assets
$28.2M
Total assets, Dec 31, 2024 reported
Funded
100.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: N••••••• E••••••••• C••••••••• A••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.4%
- Corporate debt instruments (other) 47.3%
- U.S. Government securities 10.2%
- Other investments 4.6%
- Registered investment companies 35.4%
Consultants and advisers
2 firms
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
- C•••• C•••• T•••• Custodianthrough 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
33 readings
Investment management fees
$89,474 (2023-12) · $105,445 (2022-12)
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 | 118 | $29.4M | $30.4M | 100.8% | $28.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 119 | $29.3M | $31.6M | 99.6% | $29.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 126 | $40.5M | $31.0M | 119.2% | $29.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• U• L•• codes 11 $155,288 PY2024
- SLC Management codes 71 $55,561 PY2024
- Merrill Lynch codes 26 $19,602 PY2024
- Mckonly & Asbury codes 10 $17,160 PY2024
- C•••• C•••• T•••• codes 15 19 $13,545 PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- W••••• T••••• W••••• U• L•• codes 11 $188,736 PY2023
- SLC Management codes 71 $69,908 PY2023
- Merrill Lynch codes 26 $19,566 PY2023
- Mckonly & Asbury codes 10 $16,120 PY2023
- RSM US LLP codes 10 $3,465 PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- W••••• T••••• W••••• U• L•• codes 11 $348,204 PY2022
- SLC Management codes 71 $66,354 PY2022
- Merrill Lynch Consulting Services codes 26 $23,231 PY2022
- Mckonly & Asbury codes 10 $21,320 PY2022
- C•••• C•••• T•••• codes 15 19 $15,810 PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedN••• E••••••••• P•••••• P••• funded ratio 119.2% -> 99.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedN••• E••••••••• P•••••• P••• plan assets $41M -> $29M (-27.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 530115267-334
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.