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
F••••• G•••• P•••••• P•••
Corporate pensionMenlo Park, CA
Assets
$23.8M
Total assets, Dec 30, 2024 reported
Funded
104.2%
Dec 31, 2023
Private markets target
n/a
policy Dec 30, 2024
Commitments
0
none on the tape
Plan sponsor: F••••• G••••• I•••
Allocation policy
Form 5500, as of Dec 30, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.8%
- Other investments 9.8%
- Common stock 88.8%
Consultants and advisers
1 firms
- W••••••••• R••••••••• A••••••• Actuarythrough Dec 30, 2023 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
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 30, 2024 | 149 | $24.8M | $13.9M | 104.2% | $23.8M | $0 | $0 | $0 |
| 2022 to Dec 30, 2023 | 142 | $19.7M | $12.4M | 94.6% | $24.8M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Wells Fargo Clearning Services, LLC codes 33 $90,128 PY2023
- Hood & Strong LLP codes 10 $22,000 PY2023
- NFP Retirement, Inc codes 11 $17,880 PY2023
- NFP Retirement, Inc. codes 11 PY2023
- Wells Frgo Clearing Services, LLC codes 33 $68,257 PY2022
- Hood & Strong LLP codes 10 $37,907 PY2022
- NFP Retirement, Inc codes 11 $17,590 PY2022
- NFP Retirement, Inc. codes 11 PY2022
What changed
2 events
- Dec 31, 2023Funded status changedF••••• G•••• P•••••• P••• funded ratio 94.6% -> 104.2% (2022-12-31 to 2023-12-31)
- Dec 31, 2023Assets changedF••••• G•••• P•••••• P••• p••• assets $20M -> $25M (+26.1%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 942943765-004
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.