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••••••• P•••••••• R••••••••• P•••
Corporate pensionFindlay, OH
Assets
$2.2B
Total assets, Dec 31, 2024 reported
Funded
100.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: M••••••• P•••••••• C•••••• L•
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 91.3%
Consultants and advisers
6 firms
- B••••• H••••• M•••••••• • S•••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- R• K•••• • A••••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- N••••••• T•••• C•• Trusteethrough Dec 31, 2022 Form 5500
- B•••••••• I••••••••• T•••• C•••• Trusteethrough Dec 31, 2022 Form 5500
- A•• Actuarythrough Dec 31, 2022 Form 5500
- A•• C••••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on Schedule C
From Schedule C (investment management, code 28)
- K•••• A••••••• R••••••plan years 2024
- M•• H••••••• T•••• C••••••plan years 2022
- N••••• O•• N•••• A••••••• I•••plan years 2022
- K•••• A••••••• R•••••• I•••••••••plan years 2022
- B•••••••• F•••••••• M••••••••• I••plan years 2022
- H••••••• L•••plan years 2022
- P•••••• I••••••• M••••••••• C• L••plan years 2022
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 | 23,127 | $2.1B | $2.1B | 100.2% | $2.2B | n/a | $2.0B | n/a |
| 2023 to Dec 31, 2023 | 22,827 | $2.0B | $2.0B | 99.5% | $2.1B | n/a | $2.0B | n/a |
| 2022 to Dec 31, 2022 | 24,688 | $2.9B | $2.0B | 104.7% | $2.0B | n/a | $1.8B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••• Investment Management Co. codes 28 50 51 $1.1M PY2024
- MFS International codes 28 50 51 $891,699 PY2024
- N••••• One codes 28 50 51 $497,410 PY2024
- K•••• A••••••• R•••••• codes 28 50 51 $418,152 PY2024
- B•••••••• codes 21 24 28 50 51 $379,836 PY2024
- R.V. K•••• & Associates codes 27 50 $271,733 PY2024
- AON Investment C•••••••••, LLC codes 11 50 $250,913 PY2024
- N••••••• Trust Company codes 21 25 50 $204,977 PY2024
- H••••••• L••• Advisors, LLC codes 28 50 51 $47,320 PY2024
- M••••••• P•••••••• Group Trust Sched. D M $20.2M PY2024
- M••••••• Petrol. Master Ret. Trust Sched. D M $2.0B PY2024
- A•• C••••••••• I••• codes 11 PY2024
- P•••••• Investment Management Co. codes 28 50 51 $1.0M PY2023
- MFS International codes 28 50 51 $757,899 PY2023
- K•••• A••••••• R•••••• codes 28 50 51 $432,528 PY2023
- N••••• One codes 28 50 51 $411,144 PY2023
- B•••••••• codes 21 24 28 50 51 $350,727 PY2023
- AON Investment C•••••••••, LLC codes 11 50 $246,312 PY2023
- R.V. K•••• & Associates codes 27 50 $225,406 PY2023
- N••••••• Trust Company codes 21 25 50 $177,249 PY2023
- H••••••• L••• Advisors, LLC codes 28 50 51 $51,159 PY2023
- M••••••• P•••••••• Group Trust Sched. D M $23.4M PY2023
- M••••••• Petrol. Master Ret. Trust Sched. D M $1.9B PY2023
- A•• C••••••••• I••• codes 11 PY2023
- P•••••• Investment Management Co. codes 28 50 51 $887,806 PY2022
- MFS International codes 28 50 51 $816,458 PY2022
- N••••• One codes 28 50 51 $591,235 PY2022
- B•••••••• Financial Management codes 28 50 51 $395,226 PY2022
- N••••••• Trust Company codes 21 25 50 $394,968 PY2022
- K•••• A••••••• R•••••• codes 28 50 51 $325,335 PY2022
- B•••••••• codes 21 24 28 50 51 $233,377 PY2022
- B••••• H••••• M•••••••• S•••••• LLC codes 27 50 51 $232,015 PY2022
- AON Investment C•••••••••, LLC codes 11 50 $228,165 PY2022
- R.V. K•••• & Associates codes 27 50 $223,786 PY2022
- H••••••• L••• Advisors, LLC codes 28 50 51 $54,151 PY2022
- M••••••• Petrol. Master Ret. Trust Sched. D M $1.7B PY2022
- M••••••• P•••••••• Group Trust Sched. D M $27.7M PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
3 events
- Dec 31, 2023Consultant changedinferenceB••••• H••••• M•••••••• S•••••• LLC no longer appears on M••••••• P•••••••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with B••••• H••••• M•••••••• • S••••••askebsa.dol.gov
- Jan 1, 2023Funded status changedM••••••• P•••••••• R••••••••• P••• funded ratio 104.7% -> 99.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedM••••••• P•••••••• R••••••••• P••• plan assets $2.9B -> $2.0B (-32.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 311537655-001
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.