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.

Corporate pension

Wiltel Communications, LLC Pension Plan

Corporate pensionNEW York, NY
Assets
$103M
Total assets, Dec 31, 2024 reported
Funded
95.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
39
none on the tape
Plan sponsor: Jefferies Financial Group Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.1%
  • Non-interest-bearing cash 0.4%
  • Common/collective trusts 98.1%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
39 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Alphacredit High Yield Fundcollective trustBlackrock Institutional Trust CompanyFixed income$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Msci Emerging Markets Free Fundcollective trustBlackrock Institutional Trust CompanyPublic equity$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024International Alpha Tilts Fundcollective trustBlackrock Institutional Trust CompanyPooled vehicles$8.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 3000 Index Fundcollective trustBlackrock Institutional Trust CompanyPooled vehicles$24.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury US 10 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury US 15 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury U.S. 20 Year Key Rate Duracollective trustBlackrockFixed income$908,667 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024TSY U.S. 25+ Yr Key Rate Dur Nl Fdcollective trustBlackrockPooled vehicles$487,688 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury U.S. 5 Year Key Rate Duratcollective trustBlackrock Institutional Trust CompanyFixed income$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024US Long Credit Bond Fundcollective trustBlackrock Institutional Trust CompanyPrivate credit$12.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Long Duration Corporate Credit Screcollective trustBlackrock Long Duration CorporatePrivate credit$12.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Short-Term Investment Fundcollective trustBlackrock Institutional Trust CompanyCash$3,529 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Intermediate Govt Bond Index Fundcollective trustBlackrock Institutional Trust Co,naFixed income$27.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Alphacredit High Yield Fundcollective trustBlackrock Institutional Trust CompanyFixed income$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Msci Emerging Markets Free Fundcollective trustBlackrock Institutional Trust CompanyPublic equity$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023International Alpha Tilts Fundcollective trustBlackrock Institutional Trust CompanyPooled vehicles$12.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 3000 Index Fundcollective trustBlackrock Institutional Trust CompanyPooled vehicles$29.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treasury US 10 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treasury US 15 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treasury U.S. 20 Year Key Rate Duracollective trustBlackrockFixed income$727,739 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023TSY U.S. 25+ Yr Key Rate Dur Nl Fdcollective trustBlackrockPooled vehicles$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treasury U.S. 5 Year Key Rate Duratcollective trustBlackrock Institutional Trust CompanyFixed income$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023US Long Credit Bond Fundcollective trustBlackrock Institutional Trust CompanyPrivate credit$13.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Long Duration Corporate Credit Screcollective trustBlackrock Long Duration CorporatePrivate credit$9.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Short-Term Investment Fundcollective trustBlackrock Institutional Trust CompanyCash$2,976 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Intermediate Govt Bond Index Fundcollective trustBlackrock Institutional Trust Co,naFixed income$17.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Alphacredit High Yield Fundcollective trustBlackrock Institutional Trust CompanyFixed income$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Msci Emerging Markets Free Fundcollective trustBlackrock Institutional Trust CompanyPublic equity$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022International Alpha Tilts Fundcollective trustBlackrock Institutional Trust CompanyPooled vehicles$12.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 3000 Index Fundcollective trustBlackrock Institutional Trust CompanyPooled vehicles$27.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Treasury US 10 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Treasury US 15 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Treasury U.S. 20 Year Key Rate Duracollective trustBlackrockFixed income$627,018 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022TSY U.S. 25+ Yr Key Rate Dur Nl Fdcollective trustBlackrockPooled vehicles$818,826 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Treasury U.S. 5 Year Key Rate Duratcollective trustBlackrock Institutional Trust CompanyFixed income$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022US Long Credit Bond Fundcollective trustBlackrock Institutional Trust CompanyPrivate credit$13.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Long Duration Corporate Credit Screcollective trustBlackrock Long Duration CorporatePrivate credit$13.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Short-Term Investment Fundcollective trustBlackrock Institutional Trust CompanyCash$138,739 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Intermediate Govt Bond Index Fundcollective trustBlackrock Institutional Trust Co,naFixed income$13.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$103M Dec 31, 2024 reported Form 5500
$105M (2023-12) · $99.2M (2022-12)
Plan assets
$105M Jan 1, 2024 reported Form 5500
$99.2M (2023-01) · $139M (2022-01)
Net assets
$103M Dec 31, 2024 reported Form 5500
$105M (2023-12) · $98.9M (2022-12)
Funded ratio
95.5% Jan 1, 2024 reported Form 5500
91.2% (2023-01) · 111.0% (2022-01)
Funding target
$118M Jan 1, 2024 reported Form 5500
$120M (2023-01) · $119M (2022-01)
Discount rate
5.03% Jan 1, 2024 reported Form 5500
5.16% (2023-01) · 5.33% (2022-01)
Participants
2,409 Jan 1, 2024 reported Form 5500
2,468 (2023-01) · 2,493 (2022-01)
Contributions
$1.9M Dec 31, 2024 reported Form 5500
$2.1M (2023-12) · $0 (2022-12)
Benefits paid
$8.6M Dec 31, 2024 reported Form 5500
$7.9M (2023-12) · $7.5M (2022-12)
Net investment income
$-2.1M Dec 31, 2024 reported Form 5500
$5.8M (2023-12) · $-39.4M (2022-12)
Investment management fees
$484,530 Dec 31, 2024 reported Form 5500
$446,779 (2023-12) · $492,205 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,409$105M$118M95.5%$103Mn/an/an/a
2023 to Dec 31, 20232,468$99.2M$120M91.2%$105Mn/an/an/a
2022 to Dec 31, 20222,493$139M$119M111.0%$99.2Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • USI Consulting Group codes 11 17 $392,033 PY2024
  • Blackrock Institutional Trust Co N codes 27 $388,723 PY2024
  • Principal Trust Company codes 13 19 25 $67,956 PY2024
  • Tanner LLC codes 10 $19,531 PY2024
  • Russell 3000 Index Fund Sched. D C $24.7M PY2024
  • Treas US 10 Yr Key Rate Dur Nl Fund Sched. D C $3.1M PY2024
  • Treas US 15 Yr Key Rate Dur Nl Fund Sched. D C $2.0M PY2024
  • Treas US 20 Yr Key Rate Dur Nl Fund Sched. D C $908,667 PY2024
  • Treas US 25 Yr Key Rate Dur Nl Fund Sched. D C $487,688 PY2024
  • Treas US 5 Yr Key Rate Dur Nl Fund Sched. D C $2.6M PY2024
  • US Long Credit Bond Fund Sched. D C $12.1M PY2024
  • LNG Dur Corp Cr Screen Nonlend Fd Sched. D C $12.1M PY2024
  • Blackrock Short-Term Inv Fund Sched. D C $3,529 PY2024
  • Intermediate Govt Bond Index Fund Sched. D C $27.5M PY2024
  • Alphacredit High Yield Fund Sched. D C $3.1M PY2024
  • Emerging Markets Opportunities Fund Sched. D C $3.7M PY2024
  • International Alpha Tilts Fund Sched. D C $8.7M PY2024
  • USI Consulting Group codes 11 PY2024
  • Blackrock Institutional Trust Co N codes 27 $449,772 PY2023
  • USI Consulting Group codes 11 17 $375,194 PY2023
  • Principal Trust Company codes 13 19 25 $66,616 PY2023
  • Tanner LLC codes 10 $31,922 PY2023
  • International Alpha Tilts Fund Sched. D C $12.4M PY2023
  • Russell 3000 Index Fund Sched. D C $29.0M PY2023
  • Treas US 10 Yr Key Rate Dur Nl Fund Sched. D C $4.3M PY2023
  • Treas US 15 Yr Key Rate Dur Nl Fund Sched. D C $2.4M PY2023
  • Treas US 20 Yr Key Rate Dur Nl Fund Sched. D C $727,739 PY2023
  • Treas US 25 Yr Key Rate Dur Nl Fund Sched. D C $1.0M PY2023
  • Treas US 5 Yr Key Rate Dur Nl Fund Sched. D C $1.8M PY2023
  • US Long Credit Bond Fund Sched. D C $13.5M PY2023
  • LNG Dur Corp Cr Screen Nonlend Fd Sched. D C $9.5M PY2023
  • Blackrock Short-Term Inv Fund Sched. D C $2,976 PY2023
  • Intermediate Govt Bond Index Fund Sched. D C $17.3M PY2023
  • Alphacredit High Yield Fund Sched. D C $4.0M PY2023
  • Emerging Markets Opportunities Fund Sched. D C $4.8M PY2023
  • USI Consulting Group codes 11 PY2023
  • JP Morgan Chase Bank codes 27 $692,497 PY2022
  • USI Consulting Group codes 11 17 $212,280 PY2022
  • Principal Trust Company codes 13 19 25 $70,306 PY2022
  • Tanner LLC codes 10 $5,000 PY2022
  • Russell 3000 Index Fund Sched. D C $27.2M PY2022
  • Treas US 10 Yr Key Rate Dur Nl Fund Sched. D C $3.5M PY2022
  • Treas US 15 Yr Key Rate Dur Nl Fund Sched. D C $1.7M PY2022
  • Treas US 20 Yr Key Rate Dur Nl Fund Sched. D C $627,018 PY2022
  • Treas US 25 Yr Key Rate Dur Nl Fund Sched. D C $818,826 PY2022
  • Treas US 5 Yr Key Rate Dur Nl Fund Sched. D C $1.2M PY2022
  • US Long Credit Bond Fund Sched. D C $13.1M PY2022
  • LNG Dur Corp Cr Screen Nonlend Fd Sched. D C $13.6M PY2022
  • Blackrock Short-Term Inv Fund Sched. D C $138,739 PY2022
  • Intermediate Govt Bond Index Fund Sched. D C $13.4M PY2022
  • Alphacredit High Yield Fund Sched. D C $3.9M PY2022
  • Emerging Markets Opportunities Fund Sched. D C $5.1M PY2022
  • International Alpha Tilts Fund Sched. D C $12.9M PY2022
  • USI Consulting Group codes 11 PY2022
What changed
5 events
  • Jan 1, 2024Funded status changed
    Wiltel Communications, LLC Pension Plan funded ratio 91.2% -> 95.5% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    JP Morgan Chase Bank no longer appears on Wiltel Communications, LLC Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Jpmorganaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Blackrock Institutional Trust Co N appears on Wiltel Communications, LLC Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Blackrock Institutional Trust Co,naaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Wiltel Communications, LLC Pension Plan funded ratio 111.0% -> 91.2% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Wiltel Communications, LLC Pension Plan plan assets $139M -> $99M (-28.5%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132615557-004
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.