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
N•••••• R••••••••• P••• f•• t•• D•••••• W•••••••• E•••••••• o• t•• S•••• W••••••••• D•••••••
Corporate pensionRoswell, GA
Assets
$16.1M
Total assets, Dec 31, 2024 reported
Funded
101.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
8
none on the tape
Plan sponsor: K•••••••• M••••• C•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.9%
- Common/collective trusts 99.1%
Consultants and advisers
3 firms
- W•••• F•••• B••• Trusteethrough Dec 31, 2022 Form 5500
- M•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- P•••••••• C•••••• S•••••••• Trusteethrough 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
- W•••• F••••3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- R••••••••• F••• M•••plan years 2022
Commitments
8 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 | L•••••••• D••••• S••••••• C•• I•collective trust | W•••• F•••• | Pooled vehicles | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | L•••••••• D••••• S••••••• C•• I•collective trust | P•••••••• | Pooled vehicles | $13.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | L•••••••• D••••• S••••••• C•• I•collective trust | W•••• F•••• | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | L•••••••• D••••• S••••••• C•• I•collective trust | P•••••••• | Pooled vehicles | $10.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | L•••••••• D••••• S••••••• C•• I•• N•collective trust | P•••••••• | Pooled vehicles | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | L•••••••• D••••• S••••••• C•• I•collective trust | W•••• F•••• | Pooled vehicles | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | L•••••••• D••••• S••••••• C•• I•collective trust | P•••••••• | Pooled vehicles | $9.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | L•••••••• D••••• S••••••• C•• I•• N•collective trust | P•••••••• | Pooled vehicles | $4.5M 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 | 163 | $16.9M | $16.3M | 101.1% | $16.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 156 | $16.3M | $15.6M | 101.4% | $16.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 152 | $23.0M | $14.7M | 151.5% | $16.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••••• codes 11 15 $64,014 PY2024
- P•••••••• codes 21 28 $21,177 PY2024
- Windham Brannon LLC codes 10 $14,000 PY2024
- R••••••••• F••• M••• codes 28 $5,520 PY2024
- L•••••••• D••••• S••••••• C•• I• F Sched. D C $2.0M PY2024
- L•••••••• D••••• S••••••• C•• I• F Sched. D C $13.9M PY2024
- M•••••••• I••• codes 11 PY2024
- M••••••• codes 11 15 $37,332 PY2023
- P•••••••• codes 21 28 $21,414 PY2023
- R••••••••• F••• M••• codes 28 $5,693 PY2023
- L•••••••• D••••• S••••••• C•• I• F Sched. D C $3.0M PY2023
- L•••••••• D••••• S••••••• C•• I• F Sched. D C $10.0M PY2023
- L•••••••• D••••• S••••••• C•• I•I F Sched. D C $3.8M PY2023
- M•••••••• I••• codes 11 PY2023
- W•••• F•••• codes 21 28 $34,525 PY2022
- M••••••• codes 11 15 $30,124 PY2022
- P•••••••• codes 21 28 $25,990 PY2022
- R••••••••• F••• M••• codes 28 $5,520 PY2022
- L•••••••• D••••• S••••••• C•• I• F Sched. D C $9.5M PY2022
- L•••••••• D••••• S••••••• C•• I• F Sched. D C $1.9M PY2022
- L•••••••• D••••• S••••••• C•• I•I F Sched. D C $4.5M PY2022
- M•••••••• I••• codes 11 PY2022
What changed
4 events
- Dec 31, 2024Holding endedinferenceN•••••• R••••••••• P••• f•• t•• D•••••• W•••••••• E•••••••• o• t•• S•••• W••••••••• D••••••• no longer reports L•••••••• D••••• S••••••• C•• I•• N• (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)with L•••••••• D••••• S••••••• C•• I•• N•askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceW•••• F•••• no longer appears on N•••••• R••••••••• P••• f•• t•• D•••••• W•••••••• E•••••••• o• t•• S•••• W••••••••• D•••••••'s Schedule C as investment manager (plan year 2023 vs 2022)with W•••• F•••• B•••askebsa.dol.gov
- Jan 1, 2023Funded status changedN•••••• R••••••••• P••• f•• t•• D•••••• W•••••••• E•••••••• o• t•• S•••• W••••••••• D••••••• funded ratio 151.5% -> 101.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedN•••••• R••••••••• P••• f•• t•• D•••••• W•••••••• E•••••••• o• t•• S•••• W••••••••• D••••••• plan assets $23M -> $16M (-29.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 382046626-003
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.