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
W••• P••••••••• S•••••••• I••• E••••••••• R••••••••• P•••
Corporate pensionExton, PA
Assets
$18,210
Total assets, Dec 31, 2022 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: W••• P••••••••• S•••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Registered investment companies 98.1%
- Common stock 0.1%
Consultants and advisers
4 firms
- C••• R•• Pension consultantthrough Dec 31, 2022 Form 5500
- L••••••••• R••• S•••••••• F• I••• General consultantthrough Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
- J••••••• C•••• B•••• N••• Trusteethrough 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)
- N••••••• T•••• 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
7 readings
Total assets
Net assets
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Dec 31, 2022 | 2,115 | n/a | n/a | n/a | $18,210 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- C••• codes 15 17 38 50 64 73 $672,600 PY2022
- W••••• T••••• W••••• U• L•• codes 11 17 50 70 $339,824 PY2022
- N••••••• Trust codes 28 51 $309,983 PY2022
- J••••••• C•••• codes 21 50 $32,000 PY2022
- Fisher Cunnane codes 10 50 $13,900 PY2022
- Independent Insurance Analysts codes 49 50 $7,500 PY2022
- L••••••••• codes 16 17 50 $5,473 PY2022
- NT Acwi Ex US Index Fund- Lending Sched. D C PY2022
- NT Long Term Govt Bond Index Fund- Sched. D C PY2022
- NT Russell 3000 Index Fund - Lendin Sched. D C PY2022
- Ir&m Intermediate Credit Fund LLC Sched. D C PY2022
- NT Coll Emer Mkt Invest Mkt Indx Nl Sched. D C PY2022
- NT Coll 1-10 Yr Intermed Gbi - L Sched. D C PY2022
- Coltv All Country World Invest. Nl Sched. D C PY2022
- Blackrock Long Duration Corp Cred Sched. D C PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231210010-001
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.