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•••••• P••• f•• E•••••••• o• J•• I••••••••• H••••••• L••
Corporate pensionNEW York, NY
Assets
$56.7M
Total assets, Dec 31, 2024 reported
Funded
96.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: J•• I••••••••• H••••••• L••
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
4 firms
- H•••• • H••••• L•• Pension consultantthrough Dec 31, 2022 Form 5500
- O•••••• T•••• C••••••••• L•• Actuarythrough Dec 31, 2022 Form 5500
- S•••• S••••• B••• • T•••• C•••••• Trusteethrough Dec 31, 2022 Form 5500
- N••••••• T•••• C•• Trusteethrough 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
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 | 3,547 | $58.0M | $55.7M | 96.2% | $56.7M | n/a | $56.7M | n/a |
| 2023 to Dec 31, 2023 | 3,768 | $55.8M | $61.2M | 87.7% | $58.0M | n/a | $58.0M | n/a |
| 2022 to Dec 31, 2022 | 3,973 | $72.9M | $64.6M | 97.8% | $56.0M | n/a | $50.0M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- O•••••• T•••• C••••••••• L•• codes 11 50 $264,212 PY2024
- H•••• • H••••• L•• codes 17 50 $74,905 PY2024
- Baker Tilly US, LLP codes 10 50 $32,550 PY2024
- State S••••• Corporation codes 21 50 PY2024
- WHX Pension P••• Trust Sched. D M $56.7M PY2024
- O•••••• T•••• C••••••••• L•• codes 11 PY2024
- O•••••• T•••• C••••••••• L•• codes 11 50 $301,457 PY2023
- H•••• • H••••• L•• codes 17 50 $97,484 PY2023
- State S••••• Corporation codes 21 50 $75,060 PY2023
- Baker Tilly US, LLP codes 10 50 $30,450 PY2023
- WHX Pension P••• Trust Sched. D M $58.0M PY2023
- O•••••• T•••• C••••••••• L•• codes 11 PY2023
- O•••••• T•••• C••••••••• L•• codes 11 50 $219,932 PY2022
- State S••••• Corporation codes 21 50 $96,066 PY2022
- H•••• • H••••• L•• codes 17 50 $30,492 PY2022
- Baker Tilly US, LLP codes 10 50 $13,650 PY2022
- N••••••• Trust Company codes 21 50 $12,759 PY2022
- EB Temp Inv Fund Sched. D C PY2022
- WHX Pension P••• Trust Sched. D M $50.0M PY2022
- O•••••• T•••• C••••••••• L•• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedR••••••••• P•••••• P••• f•• E•••••••• o• J•• I••••••••• H••••••• L•• funded ratio 87.7% -> 96.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedR••••••••• P•••••• P••• f•• E•••••••• o• J•• I••••••••• H••••••• L•• funded ratio 97.8% -> 87.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedR••••••••• P•••••• P••• f•• E•••••••• o• J•• I••••••••• H••••••• L•• plan assets $73M -> $56M (-23.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 474722905-001
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.