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••••••• H••• R••••••••• P•••
Corporate pensionChicago, IL
Assets
$1.8M
Total assets, Dec 31, 2024 reported
Funded
100.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: L••••••• H•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- I•••••••• company general account 4.4%
- Pooled separate accounts 75.5%
Consultants and advisers
2 firms
- M•••••• A•••••••• I••• Actuarythrough Dec 31, 2023 Form 5500
- M••••• o• A•••••• L••• I•••••••• C• Actuarythrough 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)
- G••••• P•••••••• S••••••••• I•••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 | P•••••• M•••• M•••••separate account | M••••• of A•••••• | Cash | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P•••••• M•••• M•••••separate account | M••••• of A•••••• | Cash | $6.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | I••••••••• F•••separate account | M••••• of A•••••• | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 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 | 151 | $6.7M | $6.7M | 100.5% | $1.8M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 156 | $6.9M | $6.8M | 101.7% | $6.7M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 162 | $8.8M | $7.6M | 116.9% | $6.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••• M•••• M••••• Sched. D P $1.3M PY2024
- M•••••• A•••••••• I••• codes 11 PY2024
- S•••• C•• G••••• F••• Sched. D P PY2023
- S•••• Cap Value Fund Sched. D P PY2023
- Mid Cap Equity Index Sched. D P PY2023
- Equity Index Sched. D P PY2023
- P•••••• M•••• M••••• Sched. D P $6.6M PY2023
- Pension Bond Sched. D P PY2023
- I••••••••• F••• Sched. D P PY2023
- M•••••• A•••••••• I••• codes 11 PY2023
- Prudential Retirement & Annuity codes 13 $9,983 PY2022
- Global P•••••••• S•••••••••, Inc codes 28 $2,029 PY2022
- I••••••••• F••• Sched. D P $744,547 PY2022
- S•••• C•• G••••• F••• Sched. D P $135,023 PY2022
- S•••• Cap Value Fund Sched. D P $226,651 PY2022
- Mid Cap Equity Index Sched. D P $740,068 PY2022
- Equity Index Sched. D P $1.7M PY2022
- P•••••• M•••• M••••• Sched. D P $389,677 PY2022
- Pension Bond Sched. D P $3.0M PY2022
- M••••• of A•••••• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedL••••••• H••• R••••••••• P••• total assets $7M -> $2M (-73.7%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Holding endedinferenceL••••••• H••• R••••••••• P••• no longer reports I••••••••• F••• (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)with S•••• C•• G••••• F•••askebsa.dol.gov
- Dec 31, 2023Holding startedL••••••• H••• R••••••••• P••• first reports an interest in P•••••• M•••• M•••••: $7M at 2023-12-31with P•••••• M•••• M•••••askebsa.dol.gov
- Jan 1, 2023Funded status changedL••••••• H••• R••••••••• P••• funded ratio 116.9% -> 101.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedL••••••• H••• R••••••••• P••• plan assets $9M -> $7M (-21.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 362167771-001
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.