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
R••••••••• P••• f•• E•••••••• o• U•••••••••
Corporate pensionNEW York, NY
Assets
$577M
Total assets, Sep 30, 2025 reported
Funded
77.4%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: U••••• J••••• A••••••••• o• J••••• P••••••••• o• N•
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.4%
- Non-interest-bearing cash 0.0%
- Other investments 67.9%
- Registered investment companies 16.9%
- Common stock 9.5%
Consultants and advisers
6 firms
- F••••••••• ••••• L••• General consultantInvestment adviser (plan)through Sep 30, 2025 Form 5500
- B•••••••• L••• Investment adviser (plan)through Sep 30, 2023 Form 5500
- U•••• P••• C••••••••• L•• General consultantthrough Sep 30, 2023 Form 5500
- B••• o• N•• Y••• M••••• Custodianthrough Sep 30, 2023 Form 5500
- J••••••• C•••• B•••• N••• Custodianthrough Sep 30, 2023 Form 5500
- M•••••••• I••• Actuarythrough Sep 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on Schedule C
From Schedule C (investment management, code 28)
- M•••• C•••••• L••plan years 2025
- S••••••plan years 2023
- G•••••• R•••• • Q•••• L••plan years 2023
- V••••• V••••plan years 2023
- W••••••••• M•••••••••plan years 2023
- S••••• E••••• G••••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 Sep 30, 2025 | 14,241 | $552M | $674M | 77.4% | $577M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 13,860 | $505M | $682M | 78.0% | $555M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 13,675 | $475M | $664M | 77.2% | $506M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••••• I••• codes 11 50 $971,535 PY2024
- The B••• o• N•• Y••• M••••• codes 18 50 $259,916 PY2024
- Proskauer Rose LLP codes 29 50 $189,086 PY2024
- S•••••• Capital Management LLC codes 28 51 68 $164,654 PY2024
- M•••• C•••••• L•• codes 28 51 $143,512 PY2024
- W••••••••• M••••••••• Company, LLP codes 28 51 68 $136,966 PY2024
- Kpmg, LLP codes 10 $73,500 PY2024
- RSM US LLP codes 10 50 $56,946 PY2024
- David Polk & Wardwell LLP codes 29 50 $48,603 PY2024
- Msci Inc. (formerly the Burgiss Gro codes 15 50 $45,203 PY2024
- B•••••••• LP DBA B•••••••• Finance codes 50 99 $40,631 PY2024
- U••••••••• of New Y•••, Inc. codes 14 50 $39,591 PY2024
- F••••••••• ••••• L••• codes 16 50 $33,700 PY2024
- S••••• E••••• G••••, L.P. codes 28 51 72 $30,149 PY2024
- Metalquest, Inc. codes 15 36 50 $24,930 PY2024
- Canoe Software, Inc. codes 15 50 $16,609 PY2024
- Pivotalpath, Inc. codes 15 50 $15,000 PY2024
- Pitchbook Data Inc. codes 15 50 $14,625 PY2024
- Evestment Alliance LLC codes 49 50 $12,673 PY2024
- Bipsync, Ltd. codes 15 50 $11,794 PY2024
- Institutional Limited Partners Asso codes 50 99 $8,000 PY2024
- M•••••••• I••• codes 11 PY2024
- M•••••••• I••• codes 11 50 $1.1M PY2023
- S••••• E••••• G••••, L.P. codes 28 51 72 $224,402 PY2023
- The B••• o• N•• Y••• M••••• codes 19 50 72 $218,806 PY2023
- S•••••• Capital Management LLC codes 28 51 68 $167,570 PY2023
- W••••••••• M••••••••• Company, LLP codes 28 51 68 $130,718 PY2023
- Proskauer Rose LLP codes 29 50 $92,225 PY2023
- Msci Inc. (formerly the Burgiss Gro codes 15 50 $62,146 PY2023
- G•••••• R•••• • Q•••• L•• codes 28 51 $55,624 PY2023
- U••••••••• of New Y•••, Inc. codes 14 50 $41,351 PY2023
- B•••••••• LP DBA B•••••••• Finance codes 50 99 $39,870 PY2023
- U•••• P••• C••••••••• L•• codes 16 50 $19,494 PY2023
- Pivotalpath, Inc. codes 15 50 $15,000 PY2023
- Pitchbook Data Inc. codes 15 50 $14,025 PY2023
- Canoe Software, Inc. codes 15 50 $13,375 PY2023
- Evestment Alliance LLC codes 15 50 $12,186 PY2023
- Bipsync, Ltd. codes 15 50 $11,232 PY2023
- RSM US LLP codes 10 50 $10,234 PY2023
- Institutional Limited Partners Asso codes 50 99 $8,000 PY2023
- F••••••••• ••••• L••• codes 27 50 70 $6,850 PY2023
- M•••••••• I••• codes 11 PY2023
- M•••••••• I••• codes 11 50 $1.1M PY2022
- S••••• E••••• G••••, L.P. codes 28 51 72 $275,224 PY2022
- Proskauer Rose LLP codes 29 50 $235,811 PY2022
- The B••• o• N•• Y••• M••••• codes 19 50 72 $170,000 PY2022
- Msci Inc. (formerly the Burgiss Gro codes 15 50 $145,620 PY2022
- S•••••• Capital Management LLC codes 28 51 68 $135,986 PY2022
- G•••••• R•••• • Q•••• L•• codes 28 51 $134,668 PY2022
- W••••••••• M••••••••• Company, LLP codes 28 51 68 $103,819 PY2022
- Kpmg, LLP codes 10 50 70 $63,513 PY2022
- J••••••• C•••• B•••, Na codes 19 50 72 $58,832 PY2022
- RSM US LLP codes 10 50 $56,000 PY2022
- U••••••••• of New Y•••, Inc. codes 14 50 $42,388 PY2022
- B•••••••• LP DBA B•••••••• Finance codes 27 50 $37,524 PY2022
- U•••• P••• C••••••••• L•• codes 16 50 $30,125 PY2022
- F••••••••• ••••• L••• codes 27 50 70 $20,950 PY2022
- Pivotalpath, Inc. codes 15 50 $15,000 PY2022
- Pitchbook Data Inc. codes 15 50 $13,250 PY2022
- Canoe Software, Inc. codes 15 50 $12,563 PY2022
- Evestment Alliance LLC codes 15 50 $11,717 PY2022
- Bipsync, Ltd. codes 15 $11,232 PY2022
- Institutional Limited Partners Asso codes 50 99 $8,000 PY2022
- V••••• V•••• Partners LLC codes 28 51 68 $7,646 PY2022
- M•••••••• I••• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceU•••• P••• C••••••••• L•• no longer appears on R••••••••• P••• f•• E•••••••• o• U•••••••••'s Schedule C as general consultant (plan year 2024 vs 2023)with U•••• P••• C••••••••• L••askebsa.dol.gov
- Dec 31, 2024Manager relationship startedM•••• C•••••• L•• appears on R••••••••• P••• f•• E•••••••• o• U•••••••••'s Schedule C as investment manager (plan year 2024 vs 2023)with M•••• C•••••• L••askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceG•••••• R•••• • Q•••• L•• no longer appears on R••••••••• P••• f•• E•••••••• o• U•••••••••'s Schedule C as investment manager (plan year 2024 vs 2023)with G•••••• R•••• • Q•••• L••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceB•••••••• LP DBA B•••••••• Finance no longer appears on R••••••••• P••• f•• E•••••••• o• U•••••••••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with B•••••••• L•••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceV••••• V•••• Partners LLC no longer appears on R••••••••• P••• f•• E•••••••• o• U•••••••••'s Schedule C as investment manager (plan year 2023 vs 2022)with V••••• V••••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 510172429-333
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.