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
T•••••••• C••••••••• R•••••• R••••••••• P•••
Corporate pensionGlen Rock, PA
Assets
$98.6M
Total assets, Dec 31, 2024 reported
Funded
87.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: T•••••••• C•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.4%
- Common/collective trusts 99.6%
Consultants and advisers
4 firms
- V••••••• A••••••• I••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- T•• A••••• P•••••• G••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- T•• V••••••• G•••• Directed trusteethrough Dec 31, 2022 Form 5500
- T•• R••••••••• A••••••••• 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
- U• B••• N••••••• A•••••••••1 rows, latest Dec 31, 2024
Commitments
1 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 | B•••••••• M••• A••• E••••• I•••• F•collective trust | U• B••• N••••••• A••••••••• | Public equity | $2.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$53,900 (2023-12) · $57,836 (2022-12)
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 | 603 | $103M | $83.4M | 87.4% | $98.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 648 | $99.2M | $82.3M | 84.2% | $103M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 653 | $133M | $79.6M | 123.0% | $98.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- V••••••• Advisors, Inc. codes 27 51 52 68 $86,674 PY2024
- T•• A••••• P•••••• G••••• I••• codes 11 $51,128 PY2024
- V••••••• Fiduciary Trust Company codes 13 25 50 $20,539 PY2024
- Intermediate Duration Corp Cl1 Sched. D C $8.8M PY2024
- Intermediate Govt Bond I•••• Fund Sched. D C $4.1M PY2024
- Long Dur Corp Cr Screen Nonlend Fd Sched. D C $61.9M PY2024
- Long Term Govt Bond I•••• Fd Sched. D C $6.1M PY2024
- US Strips 20+ Year Bond Indx Fd Sched. D C $2.0M PY2024
- B•••••••• M••• A••• E••••• I•••• F• Sched. D C $10.0M PY2024
- 1-3 Year Govt Bond I•••• Fund Sched. D C $5.3M PY2024
- T•• A••••• P•••••• G••••• I••• codes 11 PY2024
- T•• A••••• P•••••• G••••• I••• codes 11 $97,057 PY2023
- V••••••• Advisors, Inc. codes 27 51 52 68 $46,824 PY2023
- V••••••• Fiduciary Trust Company codes 13 25 50 $13,879 PY2023
- T•• A••••• P•••••• G••••• I••• codes 11 PY2023
- V••••••• Advisors, Inc. codes 27 51 52 68 $47,004 PY2022
- T•• A••••• P•••••• G••••• I••• codes 11 $41,800 PY2022
- V••••••• Fiduciary Trust Company codes 13 25 50 $15,149 PY2022
- T•• R••••••••• A••••••••• I••• codes 11 15 17 38 50 $6,850 PY2022
- T•• A••••• P•••••• G••••• I••• codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedT•••••••• C••••••••• R•••••• R••••••••• P••• funded ratio 84.2% -> 87.4% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceT•• R••••••••• A••••••••• I••• no longer appears on T•••••••• C••••••••• R•••••• R••••••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with T•• R••••••••• A••••••••• I•••askebsa.dol.gov
- Jan 1, 2023Funded status changedT•••••••• C••••••••• R•••••• R••••••••• P••• funded ratio 123.0% -> 84.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedT•••••••• C••••••••• R•••••• R••••••••• P••• plan assets $133M -> $99M (-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 231280121-001
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.