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•••• G••• C•••••• P•••••• P••• f•• I•• E••••••••
Corporate pensionDowners Grove, IL
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
91.2%
Oct 1, 2022
Private markets target
n/a
policy Sep 30, 2023
Commitments
0
none on the tape
Plan sponsor: A•••• G••• L••
Allocation policy
Form 5500, as of Sep 30, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 61.7%
- Non-interest-bearing cash 0.0%
- U.S. Government securities 25.5%
Consultants and advisers
3 firms
- M•••••• L••••••••• • S•••• Investment adviser (plan)through Sep 30, 2023 Form 5500
- B••• o• A•••••• Trusteethrough Sep 30, 2023 Form 5500
- T•• A••••• P•••••• G••••• I••• Actuarythrough Sep 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
17 readings
Plan assets
Funded ratio
Funding target
Discount rate
Investment management fees
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 268 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 277 | $10.7M | $12.9M | 91.2% | $12.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- B••• o• A•••••• codes 21 $6,443 PY2023
- M•••••• L•••• codes 27 28 52 60 62 $22,248 PY2022
- B••• o• A•••••• codes 21 $11,096 PY2022
- T•• A••••• P•••••• G••••• I••• codes 11 PY2022
What changed
2 events
- Dec 31, 2023Manager relationship endedinferenceM•••••• L•••• no longer appears on A•••• G••• C•••••• P•••••• P••• f•• I•• E••••••••'s Schedule C as investment manager (plan year 2023 vs 2022)with M•••••• L••••••••• • S••••askebsa.dol.gov
- Dec 31, 2023Assets changedA•••• G••• C•••••• P•••••• P••• f•• I•• E•••••••• total assets $13M -> $0 (-100.0%, 2023-09-30 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 362343766-002
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.