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
C••••••••• I••••••••• E••••••••• R••••••••• P•••••• P•••
Corporate pensionHarrison, OH
Assets
$38.6M
Total assets, Dec 31, 2024 reported
Funded
70.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: C••••••••• I•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.1%
- U.S. Government securities 5.0%
- Other investments 21.3%
- Partnership/joint venture interests 1.5%
- Registered investment companies 11.1%
- Common stock 30.6%
Consultants and advisers
1 firms
- C•••• R••• • S••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- 1••• I••••••••• C••••••plan years 2022
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
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 | 419 | $26.2M | $39.3M | 70.5% | $38.6M | $584,171 | n/a | n/a |
| 2023 to Dec 31, 2023 | 425 | $24.0M | $39.7M | 66.6% | $26.3M | $658,422 | n/a | n/a |
| 2022 to Dec 31, 2022 | 476 | $42.3M | $46.1M | 86.5% | $24.0M | $733,593 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- 1••• I••••••••• C•••••• codes 51 $120,662 PY2024
- C•••, R•••, & S••••• codes 11 $64,513 PY2024
- US National Bank Association codes 13 $20,591 PY2024
- Forvis Mazars, LLC codes 10 $10,350 PY2024
- C•••• R••• • S••••• codes 11 PY2024
- 1••• I••••••••• C•••••• codes 51 $108,362 PY2023
- C•••• R••• • S••••• codes 11 $74,883 PY2023
- US National Bank Association codes 13 $12,539 PY2023
- C•••• R••• • S••••• codes 11 PY2023
- 1••• I••••••••• C•••••• codes 51 $159,294 PY2022
- C•••• R••• • S••••• codes 11 $98,080 PY2022
- US National Bank Association codes 13 $20,233 PY2022
- C•••• R••• • S••••• codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedC••••••••• I••••••••• E••••••••• R••••••••• P•••••• P••• total assets $26M -> $39M (+47.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedC••••••••• I••••••••• E••••••••• R••••••••• P•••••• P••• funded ratio 66.6% -> 70.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedC••••••••• I••••••••• E••••••••• R••••••••• P•••••• P••• funded ratio 86.5% -> 66.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedC••••••••• I••••••••• E••••••••• R••••••••• P•••••• P••• plan assets $42M -> $24M (-43.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 310241180-001
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.