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
W••••••• H••••• S•••••• I••• P•••••• P•••
Corporate pensionMarietta, GA
Assets
$1.5B
Total assets, Jun 30, 2025 reported
Funded
89.1%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
2 managers on Schedule C
Plan sponsor: W••••••• H••••• S•••••• I•••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
6 firms
- U•• F•••••••• S••••••• I••• Investment adviser (plan)through Jun 30, 2023 Form 5500
- A•• Actuarythrough Jun 30, 2023 Form 5500
- N••••••••• Actuarythrough Jun 30, 2023 Form 5500
- C••••••• Trusteethrough Jun 30, 2023 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Jun 30, 2023 Form 5500
- M•••••••• I••• Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on Schedule C
From Schedule C (investment management, code 28)
- H•••••plan years 2025
- R••••••• C•••••• M••••••••• I•••plan years 2025
- F•••• C•••••• •••••plan years 2023
- W•••••••• C•••••• M••••••••• C•••••plan years 2023
- F•••••••• C••••••••• I•••plan years 2023
- P•••••• B••• F•••plan years 2023
- E•••• C•••••• M••••••••• L••plan years 2023
- W•••• C••••••plan years 2023
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
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 Jun 30, 2025 | 21,619 | $1.4B | $1.3B | 89.1% | $1.5B | n/a | $1.5B | n/a |
| 2023 to Jun 30, 2024 | 5,692 | $638M | $739M | 87.3% | $1.4B | n/a | $1.4B | n/a |
| 2022 to Jun 30, 2023 | 5,703 | $567M | $695M | 88.2% | $635M | n/a | $635M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Aon codes 11 15 $1.6M PY2024
- E•••• Capital codes 28 51 $1.5M PY2024
- London C•••••y codes 28 51 $904,522 PY2024
- W•••••••• codes 28 51 $735,907 PY2024
- F•••• C•••••• ••••• codes 28 $714,900 PY2024
- N••••••••• codes 11 15 $666,761 PY2024
- C••••••• codes 21 50 $596,614 PY2024
- W••••• T••••• W••••• U• L•• codes 11 15 $545,760 PY2024
- FCI Capital codes 28 51 $489,915 PY2024
- Ubs codes 27 50 $363,258 PY2024
- R••••••• Capital codes 28 51 $304,860 PY2024
- H••••• codes 28 51 $267,458 PY2024
- M••••••• codes 11 15 $14,576 PY2024
- W••••••• H••••• Systm, Inc. Mstr Tr Sched. D M $1.5B PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- E•••• Capital codes 28 51 $363,913 PY2023
- Aon codes 11 15 $353,224 PY2023
- London C•••••y codes 28 51 $312,150 PY2023
- W•••••••• codes 28 51 $205,717 PY2023
- F•••• C•••••• ••••• codes 28 $203,443 PY2023
- N••••••••• codes 11 15 $180,320 PY2023
- FCI Capital codes 28 51 $142,360 PY2023
- Ubs codes 27 50 $105,135 PY2023
- W••••• T••••• W••••• U• L•• codes 11 15 $85,110 PY2023
- R••••••• Capital codes 28 51 $84,626 PY2023
- M••••••• codes 11 15 $12,148 PY2023
- C••••••• codes 21 50 PY2023
- W••••••• H••••• Systm, Inc. Mstr Tr Sched. D M $1.4B PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- E•••• Capital codes 28 51 $502,032 PY2022
- London C•••••y codes 28 51 $419,493 PY2022
- F•••• C•••••• ••••• codes 28 $272,974 PY2022
- W•••••••• codes 28 51 $266,646 PY2022
- Aon codes 11 15 $259,755 PY2022
- FCI Capital codes 28 51 $200,754 PY2022
- N••••••••• codes 11 15 $198,085 PY2022
- Ubs codes 27 50 $145,007 PY2022
- R••••••• Capital codes 28 51 $95,691 PY2022
- C••••••• codes 21 50 $80,240 PY2022
- W••••• T••••• W••••• U• L•• codes 11 15 $45,141 PY2022
- M••••••• codes 11 15 $1,561 PY2022
- W••••••• H••••• Systm, Inc. Mstr Tr Sched. D M $635M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
4 events
- Dec 31, 2024Manager relationship startedH••••• appears on W••••••• H••••• S•••••• I••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with H•••••askebsa.dol.gov
- Jul 1, 2024Assets changedW••••••• H••••• S•••••• I••• P•••••• P••• plan assets $638M -> $1.4B (+121.3%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedW••••••• H••••• S•••••• I••• P•••••• P••• total assets $635M -> $1.4B (+122.4%, 2023-06-30 to 2024-06-30)
- Jul 1, 2023Assets changedW••••••• H••••• S•••••• I••• P•••••• P••• plan assets $567M -> $638M (+12.5%, 2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 581649541-003
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.