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
A••••••• U••••• L••• I•••••••• C•••••• E•••••••• R••••••••• P••• a•• T••••
Corporate pensionIndianapolis, IN
Assets
$507M
Total assets, Dec 31, 2024 reported
Funded
104.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: O••••••••• F•••••••• P••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.0%
- I•••••••• company general a•••••• 2.3%
- Other investments 0.0%
- Partnership/joint venture interests 9.5%
- Registered investment companies 85.2%
Consultants and advisers
1 firms
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- A••••••• U••••• L••• I•••••••• C••3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- A••••••• U••••• L••• I•••••••• C••plan years 2022
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 Dec 31, 2024 | S••••••• A•••••• I•s••••••• a•••••• | A••••••• U••••• L••• I•••••••• C•• | Pooled vehicles | $215M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | S••••••• A•••••• I•s••••••• a•••••• | A••••••• U••••• L••• I•••••••• C•• | Pooled vehicles | $197M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S••••••• A•••••• I•s••••••• a•••••• | A••••••• U••••• L••• I•••••••• C•• | Pooled vehicles | $181M held | Disclosed holding | askebsa.dol.gov |
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 | 4,245 | $465M | $401M | 104.0% | $507M | $48.0M | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,893 | $405M | $369M | 107.6% | $468M | $48.5M | $0 | $0 |
| 2022 to Dec 31, 2022 | 3,745 | $519M | $337M | 123.0% | $409M | $40.5M | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Forvis Mazars LLP codes 10 PY2024
- A••••••• U••••• L••• I•••••••• C•• codes 52 59 60 63 PY2024
- W••••• T••••• W••••• U• L•• codes 11 17 PY2024
- AUL S••••••• A•••••• Investment Opt Sched. D P $215M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- A••••••• U••••• L••• I•••••••• C•• codes 52 59 60 63 PY2023
- W••••• T••••• W••••• U• L•• codes 11 17 PY2023
- Forvis Mazars LLC codes 10 PY2023
- AUL S••••••• A•••••• Investment Opt Sched. D P $197M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- BKD LLC codes 10 PY2022
- W••••• T••••• W••••• U• L•• codes 11 17 PY2022
- A••••••• U••••• L••• I•••••••• C•• codes 52 59 60 63 PY2022
- AUL S••••••• A•••••• Investment Opt Sched. D P $181M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedA••••••• U••••• L••• I•••••••• C•••••• E•••••••• R••••••••• P••• a•• T•••• funded ratio 107.6% -> 104.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedA••••••• U••••• L••• I•••••••• C•••••• E•••••••• R••••••••• P••• a•• T•••• p••• assets $405M -> $465M (+14.6%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedA••••••• U••••• L••• I•••••••• C•••••• E•••••••• R••••••••• P••• a•• T•••• total assets $409M -> $468M (+14.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedA••••••• U••••• L••• I•••••••• C•••••• E•••••••• R••••••••• P••• a•• T•••• funded ratio 123.0% -> 107.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedA••••••• U••••• L••• I•••••••• C•••••• E•••••••• R••••••••• P••• a•• T•••• p••• assets $519M -> $405M (-21.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 352126602-001
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.