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
S•••••• H••••••••• I••• P•••••• P•••
Corporate pensionGainesville, FL
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
79.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2023
Commitments
4
none on the tape
Plan sponsor: S•••••• H••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.4%
- Non-interest-bearing cash 1.0%
- U.S. Government securities 23.2%
- Other investments 0.3%
- Partnership/joint venture interests 24.3%
- 103-12 investment entities 1.3%
- Registered investment companies 41.1%
- Common stock 4.4%
Consultants and advisers
7 firms
- T•• A••••• P•••••• G••••• I••• ActuaryPension consultantthrough Dec 31, 2023 Form 5500
- L••••• E••••••• M••••••• Pension consultantthrough Dec 31, 2022 Form 5500
- U• I••••••••• C••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- N•••• L•• Pension consultantthrough Dec 31, 2022 Form 5500
- P•••••••• S••••••• A•••• M••••••••• Custodianthrough Dec 31, 2022 Form 5500
- W•••• F•••• B••• Custodianthrough Dec 31, 2022 Form 5500
- M•••••••• 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 the commitment tape
From the plan’s own commitment disclosures
- W••••••••• T•••• C••••••• N•1 rows, latest Dec 31, 2022
From Schedule C (investment management, code 28)
- L•••• • G•••••• I•• M••• A••••••plan years 2023
- W••••••••• I••••••••• C•••••••••plan years 2023
- C•• M••••••••• L••plan years 2023
- C••••• U•• C••••• U••••plan years 2022
Commitments
4 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, 2023 | A••••••• E••••••• C••••• O•• F• I•103 12 ie | The B••• of New York Mellon | Private credit | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | A••••••• E••••••• C••••• O•• F• I•103 12 ie | The B••• of New York Mellon | Private credit | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | W•••••• S•••• C•• 2••• P••••••••collective trust | W••••••••• T•••• C••••••• N• | Public equity | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | W•••••• O••••••••• F•••• I•••••collective trust | W••••••••• T•••• C••••••• N• | Hedge / diversifiers | $4.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 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 | 1,101 | $105M | $123M | 79.7% | $0 | $0 | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,489 | $104M | $133M | 83.3% | $105M | $25.6M | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,537 | $133M | $126M | 103.7% | $104M | $27.9M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The A••••• Pension Group Inc codes 17 50 $464,731 PY2024
- U• I••••••••• C••• codes 27 50 $125,000 PY2024
- L•••• & G•••••• Investment M••• codes 28 51 $122,475 PY2024
- P•••••••• B••• codes 19 21 28 51 63 $66,663 PY2024
- C•• M••••••••• L•• codes 28 51 $20,139 PY2024
- A••••••• E••••••• Cred Opp Fund I Sched. D E PY2024
- T•• A••••• P•••••• G••••• I••• codes 11 PY2024
- The A••••• Pension Group Inc codes 17 50 $207,591 PY2023
- L•••• & G•••••• Investment M••• codes 28 51 $141,090 PY2023
- U• I••••••••• C••• codes 27 50 $100,000 PY2023
- P•••••••• B••• codes 19 21 28 51 63 $44,122 PY2023
- W••••••••• I••••••••• C••••••••• codes 28 51 $25,175 PY2023
- M••••••• Financial Risk M••• LLC codes 11 50 $13,767 PY2023
- C•• M••••••••• L•• codes 28 51 $11,883 PY2023
- W•••••• Opp F•••• I••••• Alloc Port Sched. D C PY2023
- A••••••• E••••••• Cred Opp Fund I Sched. D E $1.4M PY2023
- W•••••• S•••• C•• 2••• P•••••••• Sched. D C PY2023
- T•• A••••• P•••••• G••••• I••• codes 11 PY2023
- M••••••• codes 11 50 $111,818 PY2022
- U• I••••••••• C••• codes 27 50 $75,000 PY2022
- The A••••• Pension Group Inc codes 17 50 $58,850 PY2022
- N•••• L•• codes 17 50 $46,410 PY2022
- P•••••••• B••• codes 19 21 28 51 63 $31,381 PY2022
- Crowe LLP codes 10 50 $26,035 PY2022
- L••••• E••••••• M••••••• codes 17 50 $11,850 PY2022
- C••••• U•• C••••• U•••• codes 28 51 $9,775 PY2022
- W•••• F•••• B•••, N.A. codes 19 21 28 51 63 $8,798 PY2022
- State Street Russell S•••• Cap Indx Sched. D C PY2022
- A••••••• E••••••• Credit Opportunit Sched. D E $1.7M PY2022
- State Street S&p 500r Flagship Nl F Sched. D C PY2022
- W•••••• S•••• C•• 2••• P•••••••• Sched. D C $2.1M PY2022
- State Street Msci Eafe 100 Hedge US Sched. D C PY2022
- W•••••• Opp F•••• I••••• Alloc Port Sched. D C $4.0M PY2022
- M•••••••• I••• codes 11 PY2022
What changed
14 events
- Dec 31, 2024Manager relationship endedinferenceW••••••••• I••••••••• C••••••••• no longer appears on S•••••• H••••••••• I••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with W••••••••• I••••••••• C•••••••••askebsa.dol.gov
- Dec 31, 2024Assets changedS•••••• H••••••••• I••• P•••••• P••• total assets $105M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedS•••••• H••••••••• I••• P•••••• P••• funded ratio 83.3% -> 79.7% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceS•••••• H••••••••• I••• P•••••• P••• no longer reports W•••••• S•••• C•• 2••• P•••••••• (W••••••••• T•••• C••••••• N•) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)with W••••••••• T•••• C••••••• N•askebsa.dol.gov
- Dec 31, 2023Holding endedinferenceS•••••• H••••••••• I••• P•••••• P••• no longer reports W•••••• O••••••••• F•••• I••••• (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)with W•••••• O••••••••• F•••• I•••••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceL••••• E••••••• M••••••• no longer appears on S•••••• H••••••••• I••• P•••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with L••••• E••••••• M•••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceW•••• F•••• B•••, N.A. no longer appears on S•••••• H••••••••• I••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with W•••• F•••• B•••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedC•• M••••••••• L•• appears on S•••••• H••••••••• I••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with C•• M••••••••• L••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedW••••••••• I••••••••• C••••••••• appears on S•••••• H••••••••• I••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with W••••••••• I••••••••• C•••••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceC••••• U•• C••••• U•••• no longer appears on S•••••• H••••••••• I••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with C••••• U•• C••••• U••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedL•••• & G•••••• Investment M••• appears on S•••••• H••••••••• I••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with L•••• • G•••••• I•• M••• A••••••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceN•••• L•• no longer appears on S•••••• H••••••••• I••• P•••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with N•••• L••askebsa.dol.gov
- Jan 1, 2023Funded status changedS•••••• H••••••••• I••• P•••••• P••• funded ratio 103.7% -> 83.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedS•••••• H••••••••• I••• P•••••• P••• plan assets $133M -> $104M (-22.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 592317607-001
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.