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
L•••• P•••••• P•••
Corporate pension
Assets
$40.0M
Total assets, Dec 31, 2024 reported
Funded
94.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: L•••• S•••• • C••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Partnership/joint venture interests 10.0%
- Common/collective trusts 89.3%
Consultants and advisers
3 firms
- R•••••• T•••• C•••••• Trusteethrough Dec 31, 2022 Form 5500
- T•• S•••• C•• ••••••• S•••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- S•••• Actuarythrough 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
- R•••••• T•••• C••••••6 rows, latest Dec 31, 2024
Commitments
6 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 | R•••••• M••••••••• B••• F•••collective trust | R•••••• T•••• C•••••• | Fixed income | $12.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | R•••••• I•••• M•••• A•••• C••• P•••collective trust | R•••••• T•••• C•••••• | Fixed income | $23.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | R•••••• M••••••••• B••• F•••collective trust | R•••••• T•••• C•••••• | Fixed income | $11.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | R•••••• I•••• M•••• A•••• C••• P•••collective trust | R•••••• T•••• C•••••• | Fixed income | $22.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | R•••••• M••••••••• B••• F•••collective trust | R•••••• T•••• C•••••• | Fixed income | $10.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | R•••••• I•••• M•••• A•••• C••• P•••collective trust | R•••••• T•••• C•••••• | Fixed income | $21.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 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 | 411 | $39.6M | $43.9M | 94.4% | $40.0M | $4.0M | n/a | n/a |
| 2023 to Dec 31, 2023 | 415 | $36.5M | $44.2M | 90.9% | $39.7M | $3.8M | n/a | n/a |
| 2022 to Dec 31, 2022 | 419 | $44.8M | $43.1M | 99.3% | $36.6M | $3.4M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Frank R•••••• T•••• C•••••• codes 21 $208,920 PY2024
- Moss Adams LLP codes 10 $52,395 PY2024
- Telus Health codes 15 $47,733 PY2024
- The S•••• Company codes 11 $42,796 PY2024
- R•••••• M•••• Mgr B••• Fund Sched. D C $12.1M PY2024
- R•••••• M••••-Asset C••• Fund Sched. D C $23.7M PY2024
- S•••• codes 11 PY2024
- Frank R•••••• T•••• C•••••• codes 21 $200,534 PY2023
- Telus Health codes 15 $83,485 PY2023
- Moss Adams LLP codes 10 $63,275 PY2023
- The S•••• Company codes 11 $52,320 PY2023
- R•••••• M•••• Mgr B••• Fund Sched. D C $11.5M PY2023
- R•••••• M••••-Asset C••• Fund Sched. D C $22.4M PY2023
- S•••• codes 11 PY2023
- R•••••• Investments codes 21 $213,366 PY2022
- Telus Health codes 15 $147,859 PY2022
- The S•••• Company codes 11 $86,595 PY2022
- Moss Adams LLP codes 10 $55,125 PY2022
- Wendy L. Grabel codes 29 $16,993 PY2022
- R•••••• M•••• Mgr B••• Fund Sched. D C $10.8M PY2022
- R•••••• M••••-Asset C••• Fund Sched. D C $21.1M PY2022
- S•••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedL•••• P•••••• P••• funded ratio 90.9% -> 94.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedL•••• P•••••• P••• funded ratio 99.3% -> 90.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedL•••• P•••••• P••• plan assets $45M -> $37M (-18.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 870748324-016
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.