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
R••••••••• P••• o• L•••••• G•••• I••• f•• S••••••• N••••••••• U••• E••••••••
Corporate pensionMiami, FL
Assets
$39.3M
Total assets, Dec 31, 2024 reported
Funded
151.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: L•••••• • M•••• H••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
5 firms
- Q••••••• C••••••••• I••••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- M••••• Actuarythrough Dec 31, 2022 Form 5500
- B•• C•• Trusteethrough Dec 31, 2022 Form 5500
- W••••••••• T•••• Trusteethrough Dec 31, 2022 Form 5500
- S••• Custodianthrough 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)
- F•••• R•••••• T•••• C••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
30 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 | 542 | $39.4M | $26.9M | 151.2% | $39.3M | n/a | $39.3M | n/a |
| 2023 to Dec 31, 2023 | 568 | $38.8M | $29.4M | 144.8% | $39.4M | n/a | $39.4M | n/a |
| 2022 to Dec 31, 2022 | 602 | $49.4M | $31.4M | 150.1% | $38.8M | n/a | $38.8M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- L•••••• Group Inc. Mstr Trst for Db Sched. D M $39.3M PY2024
- M••••• codes 11 PY2024
- F•••• R•••••• Trust Company codes 51 $55,414 PY2023
- M••••• codes 11 $42,000 PY2023
- Q••••••• C••••••••• I••••••••• codes 27 $21,892 PY2023
- B•• C•• codes 21 $12,050 PY2023
- Equitable Life Assuance codes 13 $10,003 PY2023
- The W••••••••• T•••• Company codes 21 $6,832 PY2023
- S••• codes 19 51 52 99 $2,325 PY2023
- L•••••• Group Inc. Mstr Trst for Db Sched. D M $39.4M PY2023
- M••••• codes 11 PY2023
- F•••• R•••••• Trust Company codes 51 $62,788 PY2022
- M••••• codes 11 $62,200 PY2022
- Q••••••• C••••••••• I••••••••• codes 27 $22,419 PY2022
- B•• C•• codes 21 $12,050 PY2022
- Equitable Life Assuance codes 13 $10,493 PY2022
- The W••••••••• T•••• Company codes 21 $8,398 PY2022
- S••• codes 19 51 52 99 $3,284 PY2022
- L•••••• Group Inc. Mstr Trst for Db Sched. D M $38.8M PY2022
- M••••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedR••••••••• P••• o• L•••••• G•••• I••• f•• S••••••• N••••••••• U••• E•••••••• funded ratio 144.8% -> 151.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedR••••••••• P••• o• L•••••• G•••• I••• f•• S••••••• N••••••••• U••• E•••••••• funded ratio 150.1% -> 144.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedR••••••••• P••• o• L•••••• G•••• I••• f•• S••••••• N••••••••• U••• E•••••••• plan assets $49M -> $39M (-21.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 510413146-001
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.