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
G••• T••••••••• I••• R••••••••• P••• f•• C•••••• B••••••••• C•••• E••••••••
Corporate pensionAtlanta, GA
Assets
$23.9M
Total assets, Dec 31, 2024 reported
Funded
101.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
none on the tape
Plan sponsor: G••• M••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Other investments 4.2%
- Pooled separate accounts 38.9%
- Registered investment companies 56.9%
Consultants and advisers
4 firms
- C•••• I••••••••• R••••••••• L•• Investment adviser (plan)through Dec 31, 2023 Form 5500
- A••••••• Actuarythrough Dec 31, 2023 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
- N••••• 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
- P••••••••4 rows, latest Dec 31, 2024
Commitments
4 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••• L••• S•• 5•• I•••• S•••separate account | P•••••••• | Pooled vehicles | $8.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $869,143 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• G••• E•••• M•••••• S•••separate account | P•••••••• | Pooled vehicles | $21,941 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• G••• E•••• M•••••• S•••separate account | P•••••••• | Pooled vehicles | $5.7M 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 | 315 | $23.1M | $18.8M | 101.5% | $23.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 318 | $20.1M | $18.2M | 105.5% | $23.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 325 | $23.9M | $18.9M | 108.6% | $20.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- A••••••• codes 11 50 $78,881 PY2024
- C•••• I••••••••• R••••••••• L•• codes 27 50 $17,773 PY2024
- P•••••••• Largecap S&p 500 I•••• Se Sched. D P $8.4M PY2024
- P•••••••• L••••• Assets Separate Ac Sched. D P $869,143 PY2024
- N••••• codes 11 PY2024
- A••••••• codes 11 50 $46,519 PY2023
- C•••• I••••••••• R••••••••• L•• codes 27 50 $15,973 PY2023
- Separate Account 13 Sched. D P $21,941 PY2023
- N••••• codes 11 PY2023
- W••••• T••••• W••••• codes 11 50 $17,445 PY2022
- Separate Account 13 Sched. D P $5.7M PY2022
- N••••• codes 11 PY2022
What changed
9 events
- Dec 31, 2024Holding startedG••• T••••••••• I••• R••••••••• P••• f•• C•••••• B••••••••• C•••• E•••••••• first reports an interest in P••• L••• S•• 5•• I•••• S••• (P••••••••): $8M at 2024-12-31with P••••••••askebsa.dol.gov
- Dec 31, 2024Holding endedinferenceG••• T••••••••• I••• R••••••••• P••• f•• C•••••• B••••••••• C•••• E•••••••• no longer reports P••• G••• E•••• M•••••• S••• (P••••••••) (last held $21,941 at 2023-12-31; absent from the 2024-12-31 filing)with P••••••••askebsa.dol.gov
- Dec 31, 2024Holding startedG••• T••••••••• I••• R••••••••• P••• f•• C•••••• B••••••••• C•••• E•••••••• first reports an interest in P••• L••••• A••••• S•• A••••• (P••••••••): $869,143 at 2024-12-31with P••••••••askebsa.dol.gov
- Jan 1, 2024Funded status changedG••• T••••••••• I••• R••••••••• P••• f•• C•••••• B••••••••• C•••• E•••••••• funded ratio 105.5% -> 101.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedG••• T••••••••• I••• R••••••••• P••• f•• C•••••• B••••••••• C•••• E•••••••• plan assets $20M -> $23M (+14.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceC•••• I••••••••• R••••••••• L•• appears on G••• T••••••••• I••• R••••••••• P••• f•• C•••••• B••••••••• C•••• E••••••••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with C•••• I••••••••• R••••••••• L••askebsa.dol.gov
- Dec 31, 2023Assets changedG••• T••••••••• I••• R••••••••• P••• f•• C•••••• B••••••••• C•••• E•••••••• total assets $20M -> $23M (+14.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedG••• T••••••••• I••• R••••••••• P••• f•• C•••••• B••••••••• C•••• E•••••••• funded ratio 108.6% -> 105.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedG••• T••••••••• I••• R••••••••• P••• f•• C•••••• B••••••••• C•••• E•••••••• plan assets $24M -> $20M (-15.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 580285030-007
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 16, 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.