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•••••••• G•••• C••••••••• U•••• E•••••••• R••••••••• B•••••• P•••
Corporate pensionWesterville, OH
Assets
n/a
Total assets, Nov 30, 2024 reported
Funded
91.6%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2024
Commitments
0
none on the tape
Plan sponsor: L•••••••• G•••• C•••••••••
Allocation policy
Form 5500, as of Jun 30, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 6.0%
- Master trust investment accounts 94.0%
Consultants and advisers
2 firms
- C••• R•• Actuarythrough Jun 30, 2023 Form 5500
- C••• B••••••• • I•••••••• S••••••• Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
31 readings
Net investment income
$-174,598 (2024-06) · $-467,209 (2023-06)
Investment management fees
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 Nov 30, 2024 | 203 | $5.1M | $4.8M | 91.6% | $0 | n/a | $0 | n/a |
| 2023 to Jun 30, 2024 | 210 | $5.3M | $5.2M | 96.6% | $5.1M | n/a | $4.8M | n/a |
| 2022 to Jun 30, 2023 | 221 | $5.7M | $5.6M | 97.9% | $5.3M | n/a | $5.0M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- L•••••••• Colony Corportation Maste Sched. D M PY2024
- C••• B••••••• • I•••••••• S••••••• codes 11 PY2024
- BDO USA, P.C. codes 10 $24,940 PY2023
- C••• B••••••• • I•••••••• S••••••• codes 11 17 $11,706 PY2023
- L•••••••• Colony Corportation Maste Sched. D M $4.8M PY2023
- C••• B••••••• • I•••••••• S••••••• codes 11 PY2023
- BDO USA, P.C. codes 10 $23,586 PY2022
- C••• B••••••• • I•••••••• S••••••• codes 11 17 $17,152 PY2022
- Huntington Trust Co. codes 12 $7,943 PY2022
- L•••••••• Colony Corportation Maste Sched. D M $5.0M PY2022
- C••• B••••••• • I•••••••• S••••••• codes 11 PY2022
What changed
2 events
- Nov 30, 2024Assets changedL•••••••• G•••• C••••••••• U•••• E•••••••• R••••••••• B•••••• P••• total assets $5M -> $0 (-100.0%, 2024-06-30 to 2024-11-30)
- Jul 1, 2024Funded status changedL•••••••• G•••• C••••••••• U•••• E•••••••• R••••••••• B•••••• P••• funded ratio 96.6% -> 91.6% (2023-07-01 to 2024-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 314230990-001
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.