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
M••••• S•••••••• I••• R••••••••• P•••
Corporate pensionChicago, IL
Assets
$620,995
Total assets, Dec 31, 2024 reported
Funded
87.2%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: M••••• S•••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 100.0%
Consultants and advisers
6 firms
- J••• M••••• W••••• M••••••••• Investment adviser (plan)through Dec 31, 2023 Form 5500
- A•• Pension consultantthrough Dec 31, 2023 Form 5500
- S•••••• P•••••• F•• Investment adviser (plan)through Dec 31, 2023 Form 5500
- G••• I••••••••• M••••••••• L•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- A•• C••••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- J••••••• C•••• B•••• N••• Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- B••••••• I••••••••• M••••••••• L••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
28 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 | 638 | n/a | n/a | n/a | $620,995 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,167 | $41.5M | $43.9M | 87.2% | $27.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,219 | $52.0M | $40.6M | 99.0% | $41.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON C••••••••• Inc (nj) codes 17 50 $571,285 PY2023
- Global Retirement Partners LLC codes 14 50 $127,624 PY2023
- B••••••• I••••••••• M••••••••• L•• codes 28 50 $35,526 PY2023
- S•••••• P•••••• F•• codes 27 28 50 $25,844 PY2023
- J••• M••••• W••••• M••••••••• codes 27 28 50 $21,009 PY2023
- Verbatim Solutions LLC codes 14 50 $12,305 PY2023
- A•• C••••••••• I••• codes 11 PY2023
- J••••••• C•••• B•••, Na codes 21 28 50 52 62 72 $89,026 PY2022
- Sheridan Road Advisors codes 13 50 $40,000 PY2022
- G••• I••••••••• M••••••••• L•• codes 27 50 $7,177 PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
10 events
- Dec 31, 2024Assets changedM••••• S•••••••• I••• R••••••••• P••• total assets $27M -> $620,995 (-97.7%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Consultant changedinferenceG••• I••••••••• M••••••••• L•• no longer appears on M••••• S•••••••• I••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with G••• I••••••••• M••••••••• L••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedS•••••• P•••••• F•• appears on M••••• S•••••••• I••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with S•••••• P•••••• F••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedJ••• M••••• W••••• M••••••••• appears on M••••• S•••••••• I••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with J••• M••••• W••••• M•••••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedB••••••• I••••••••• M••••••••• L•• appears on M••••• S•••••••• I••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with B••••••• I••••••••• M••••••••• L••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceJ••••••• C•••• B•••, Na no longer appears on M••••• S•••••••• I••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with J••••••• C•••• B•••• N•••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceAON C••••••••• Inc (nj) appears on M••••• S•••••••• I••• R••••••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with A••askebsa.dol.gov
- Dec 31, 2023Assets changedM••••• S•••••••• I••• R••••••••• P••• total assets $42M -> $27M (-34.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedM••••• S•••••••• I••• R••••••••• P••• funded ratio 99.0% -> 87.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedM••••• S•••••••• I••• R••••••••• P••• plan assets $52M -> $42M (-20.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 362904675-030
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.