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••••••••• I••••• P••• f•• S••••••• E•••••••• o• E•••• G••••• I•••
Corporate pensionAtlanta, GA
Assets
$86.5M
Total assets, Dec 31, 2024 reported
Funded
104.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: S••••••• E••••• I••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.9%
- Corporate debt instruments (other) 32.8%
- U.S. Government securities 1.5%
- Other investments 3.0%
- Registered investment companies 59.3%
Consultants and advisers
2 firms
- M•••••• L••••••••• • S•••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- P•••••••• F•••••••• G•••• 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
- P••••••••2 rows, latest Dec 31, 2023
Commitments
2 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, 2023 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $874,453 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$60,099 (2023-12) · $51,343 (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 | 1,132 | $85.7M | $84.3M | 104.5% | $86.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,171 | $80.2M | $87.0M | 101.4% | $85.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,212 | $107M | $89.3M | 111.3% | $80.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••• L•••• Accounts codes 27 50 $61,863 PY2024
- P•••••••• Life Insurance Company codes 13 50 64 $55,683 PY2024
- Sejong LLP codes 10 50 $10,000 PY2024
- P••• L••••• A••••• S•• A••••• Sched. D P PY2024
- P•••••••• F•••••••• G•••• codes 11 PY2024
- P•••••••• Life Insurance Company codes 13 50 64 $157,684 PY2023
- M•••••• L•••• codes 27 50 $60,099 PY2023
- P••• L••••• A••••• S•• A••••• Sched. D P $874,453 PY2023
- P•••••••• F•••••••• G•••• codes 11 PY2023
- P•••••••• Life Insurance Company codes 13 50 64 $156,535 PY2022
- M•••••• L•••• codes 27 50 $51,343 PY2022
- Sejong LLP codes 10 50 $11,070 PY2022
- P••• L••••• A••••• S•• A••••• Sched. D P $1.8M PY2022
- P•••••••• F•••••••• G•••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedR••••••••• I••••• P••• f•• S••••••• E•••••••• o• E•••• G••••• I••• funded ratio 101.4% -> 104.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedR••••••••• I••••• P••• f•• S••••••• E•••••••• o• E•••• G••••• I••• funded ratio 111.3% -> 101.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedR••••••••• I••••• P••• f•• S••••••• E•••••••• o• E•••• G••••• I••• plan assets $107M -> $80M (-25.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 200282396-002
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.