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
T••••• M•••••• C•••••• C••• B•••••• R••••••••• P•••
Corporate pensionKansas City, MO
Assets
$97.7M
Total assets, Dec 31, 2024 reported
Funded
93.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: T••••• M•••••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Other investments 28.8%
- Registered investment companies 69.9%
Consultants and advisers
2 firms
- O••••••••• Pension consultantthrough Dec 31, 2022 Form 5500
- M•••••••• I••• Actuarythrough 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
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 | 3,493 | $149M | $156M | 93.4% | $97.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,557 | $147M | $160M | 86.7% | $149M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,628 | $178M | $158M | 110.0% | $147M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••••• codes 11 64 $306,637 PY2024
- Bank of Oklahoma codes 49 $33,212 PY2024
- Commerce Trust Company codes 49 $27,965 PY2024
- O••••••••• codes 61 $24,000 PY2024
- M••••••• codes 11 PY2024
- M••••••• codes 11 64 $276,707 PY2023
- O••••••••• codes 17 $36,000 PY2023
- Commerce Trust Company codes 49 $33,974 PY2023
- Bank of Oklahoma codes 49 $32,348 PY2023
- M••••••• codes 11 PY2023
- M••••••• codes 11 64 $272,327 PY2022
- Commerce Trust Company codes 49 $36,588 PY2022
- Bank of Oklahoma codes 49 $32,167 PY2022
- O••••••••• codes 17 $24,000 PY2022
- M••••••• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceO••••••••• no longer appears on T••••• M•••••• C•••••• C••• B•••••• R••••••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)with O•••••••••askebsa.dol.gov
- Dec 31, 2024Assets changedT••••• M•••••• C•••••• C••• B•••••• R••••••••• P••• total assets $149M -> $98M (-34.6%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedT••••• M•••••• C•••••• C••• B•••••• R••••••••• P••• funded ratio 86.7% -> 93.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedT••••• M•••••• C•••••• C••• B•••••• R••••••••• P••• funded ratio 110.0% -> 86.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedT••••• M•••••• C•••••• C••• B•••••• R••••••••• P••• plan assets $178M -> $147M (-17.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 440661018-002
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.