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
L••• I••••••••• L•• R••••••••• I••••• P••• f•• E•••••••• R••••••••• b• t•• I••
Corporate pensionLeroy, NY
Assets
$4.6M
Total assets, Jul 31, 2025 reported
Funded
94.9%
Aug 1, 2024
Private markets target
n/a
policy Jul 31, 2025
Commitments
3
none on the tape
Plan sponsor: L••• I••••••••• L••
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
- Insurance company general account 15.2%
- Registered investment companies 83.1%
Consultants and advisers
1 firms
- M•• C••••••••• G•••• Actuarythrough Jul 31, 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
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jul 31, 2025 | F•••• I••••• F•••separate account | Nationwide Bank | Fixed income | $700,850 held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2024 | F•••• I••••• F•••separate account | Nationwide Bank | Fixed income | $624,536 held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2023 | F•••• I••••• F•••separate account | Nationwide Bank | Fixed income | $561,244 held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
Net investment income
$212,348 (2024-07) · $-167,831 (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 | 190 | $4.5M | $4.8M | 94.9% | $4.6M | n/a | n/a | n/a |
| 2023 to Jul 31, 2024 | 196 | $4.3M | $4.8M | 89.0% | $4.5M | n/a | n/a | n/a |
| 2022 to Jul 31, 2023 | 206 | $4.5M | $4.8M | 90.5% | $4.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•• C••••••••• G•••• codes 11 $152,335 PY2024
- LPL Financial LLC- Rpcp codes 22 $11,304 PY2024
- F•••• I••••• F••• Sched. D P $700,850 PY2024
- M•• C••••••••• G•••• codes 11 PY2024
- M•• C••••••••• G•••• codes 11 $153,970 PY2023
- LPL Financial LLC- Rpcp codes 22 $10,950 PY2023
- F•••• I••••• F••• Sched. D P $624,536 PY2023
- M•• C••••••••• G•••• codes 11 PY2023
- M•• C••••••••• G•••• codes 11 $117,608 PY2022
- LPL Financial LLC- Rpcp codes 22 $10,548 PY2022
- F•••• I••••• F••• Sched. D P $561,244 PY2022
- M•• C••••••••• G•••• codes 11 PY2022
What changed
1 events
- Aug 1, 2024Funded status changedL••• I••••••••• L•• R••••••••• I••••• P••• f•• E•••••••• R••••••••• b• t•• I•• funded ratio 89.0% -> 94.9% (2023-08-01 to 2024-08-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 161242551-006
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.