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
P•••••••• R••• M•••• I••• P•••••• P•••
Corporate pensionStuttgart, AR
Assets
$121M
Total assets, Jul 31, 2025 reported
Funded
184.3%
Aug 1, 2024
Private markets target
n/a
policy Jul 31, 2025
Commitments
0
none on the tape
Plan sponsor: P•••••••• R••• M•••• I•••
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.7%
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (other) 5.0%
- Corporate debt instruments (preferred) 4.0%
- U.S. Government securities 10.1%
- Other investments 5.0%
- Registered investment companies 25.4%
- Common stock 47.8%
- Preferred stock 0.4%
Consultants and advisers
1 firms
- D••••••• Actuarythrough Jul 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- M•••••• L••••••••• • S••••plan years 2023
- R•••••• J•••• • A••••••••• I•••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
32 readings
Investment management fees
$846,993 (2024-07) · $771,174 (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 31, 2025 | 580 | $117M | $58.7M | 184.3% | $121M | n/a | n/a | n/a |
| 2023 to Jul 31, 2024 | 662 | $105M | $62.6M | 155.9% | $117M | n/a | n/a | n/a |
| 2022 to Jul 31, 2023 | 670 | $98.9M | $58.6M | 156.4% | $106M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••• L••••••••• • S•••• codes 28 $719,367 PY2024
- R•••••• J•••• • A••••••••• I••• codes 28 $350,110 PY2024
- D••••••• codes 11 PY2024
- M•••••• L••••••••• • S•••• codes 28 $664,764 PY2023
- R•••••• J•••• • A••••••••• I••• codes 28 $182,229 PY2023
- D••••••• codes 11 PY2023
- M•••••• L••••••••• • S•••• codes 28 $610,954 PY2022
- R•••••• J•••• • A••••••••• I••• codes 28 $160,220 PY2022
- D••••••• codes 11 PY2022
What changed
3 events
- Aug 1, 2024Funded status changedP•••••••• R••• M•••• I••• P•••••• P••• funded ratio 155.9% -> 184.3% (2023-08-01 to 2024-08-01)
- Aug 1, 2024Assets changedP•••••••• R••• M•••• I••• P•••••• P••• plan assets $105M -> $117M (+11.0%, 2023-08-01 to 2024-08-01)
- Jul 31, 2024Assets changedP•••••••• R••• M•••• I••• P•••••• P••• total assets $106M -> $117M (+10.8%, 2023-07-31 to 2024-07-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 710145111-001
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.