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.
Corporate pension
PDC Cash Balance Pension Plan
Corporate pensionDurham, NC
Assets
$251,997
Total assets, Dec 31, 2024 reported
Funded
117.6%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Private Diagnostic Clinic PLLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 100.0%
Consultants and advisers
5 firms
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Pricewaterhousecoopers LLP Actuarythrough Dec 31, 2022 Form 5500
- MG Trust Company DBA Matrix Trust Trusteethrough Dec 31, 2022 Form 5500
- Fidelity Investments Custodianthrough Dec 31, 2022 Form 5500
- PWC US Consulting LLP Actuarythrough Dec 31, 2022 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
29 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 | 305 | n/a | n/a | n/a | $251,997 | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 322 | $50.5M | $42.9M | 117.6% | $60.4M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 309 | $50.1M | $39.2M | 128.0% | $50.5M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- PWC US Consulting LLP codes 11 PY2023
- Pwc codes 11 $124,260 PY2022
- Capfinancial Partners LLC codes 27 $113,533 PY2022
- Pbmares codes 10 $20,291 PY2022
- Broadridge Matrix Trust Company codes 21 $14,973 PY2022
- Fidelity Investments Institutional codes 18 $6,000 PY2022
- PWC US Consulting LLP codes 11 PY2022
What changed
3 events
- Dec 31, 2024Assets changedPDC Cash Balance Pension Plan total assets $60M -> $251,997 (-99.6%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Assets changedPDC Cash Balance Pension Plan total assets $50M -> $60M (+19.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedPDC Cash Balance Pension Plan funded ratio 128.0% -> 117.6% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 561029437-005
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.