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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Corporate pension
G••••• M••••••• P•••••• P•••
Corporate pensionTampa, FL
Assets
$2,066
Total assets, Dec 31, 2024 reported
Funded
92.5%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: G••••• M•••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 72.2%
Consultants and advisers
4 firms
- U•• C••••••••• G•••• Actuarythrough Dec 31, 2023 Form 5500
- H••••• A••••••••• Actuarythrough Dec 31, 2022 Form 5500
- P•••••••• T•••• C•• Custodianthrough Dec 31, 2022 Form 5500
- A•• C••••••••• I••• Actuarythrough 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)
- M•••••• L••••••••• • S••••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
27 readings
Investment management fees
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 | 561 | n/a | n/a | n/a | $2,066 | n/a | $0 | n/a |
| 2023 to Dec 31, 2023 | 604 | $46.6M | $55.4M | 92.5% | $48.0M | n/a | $39.2M | n/a |
| 2022 to Dec 31, 2022 | 623 | $62.6M | $55.6M | 111.0% | $46.6M | n/a | $46.6M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON C••••••••• Inc. codes 11 $516,343 PY2024
- Bank of America M•••••• L•••• codes 28 $82,814 PY2024
- Grant Thornton, LLP codes 10 29 $37,100 PY2024
- Logos Pension Group Inc. codes 15 $17,615 PY2024
- P•••••••• Trust Company codes 15 19 21 50 62 $8,671 PY2024
- G••••• Ameristeel Master Trust Sched. D M PY2024
- AON C••••••••• Inc. codes 11 $313,598 PY2023
- Bank of America M•••••• L•••• codes 28 $121,346 PY2023
- Logos Pension Group Inc. codes 15 $28,010 PY2023
- P•••••••• Trust Company codes 15 19 21 50 62 $11,593 PY2023
- U•• C••••••••• G•••• codes 11 17 $6,080 PY2023
- G••••• Ameristeel Master Trust Sched. D M $39.2M PY2023
- A•• C••••••••• I••• codes 11 PY2023
- AON C••••••••• Inc. codes 11 $121,867 PY2022
- Bank of America M•••••• L•••• codes 28 $98,650 PY2022
- Crowe LLP codes 10 29 $17,400 PY2022
- Logos Pension Group Inc. codes 15 $16,620 PY2022
- P•••••••• Trust Company codes 15 19 21 50 62 $16,213 PY2022
- G••••• Ameristeel Master Trust Sched. D M $46.6M PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceU•• C••••••••• G•••• no longer appears on G••••• M••••••• P•••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)with U•• C••••••••• G••••askebsa.dol.gov
- Dec 31, 2024Assets changedG••••• M••••••• P•••••• P••• total assets $48M -> $2,066 (-100.0%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Consultant changedinferenceU•• C••••••••• G•••• appears on G••••• M••••••• P•••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with U•• C••••••••• G••••askebsa.dol.gov
- Jan 1, 2023Funded status changedG••••• M••••••• P•••••• P••• funded ratio 111.0% -> 92.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedG••••• M••••••• P•••••• P••• plan assets $63M -> $47M (-25.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 381872178-011
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.