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
G••••••• U••••••••• D•••••• B•••••• P•••••• P•••
Corporate pension
Assets
$55.3M
Total assets, Dec 31, 2024 reported
Funded
114.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: G••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.6%
- Common/collective trusts 99.4%
Consultants and advisers
2 firms
- P•••••••• T•••• C•• Trusteethrough Dec 31, 2022 Form 5500
- M••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- B••••• P•••••••3 rows, latest Dec 31, 2024
- W••••••••• F•3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- B••••• P•••••••plan years 2022
- W••••••••• T•••• C••••••plan years 2022
Commitments
6 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, 2024 | B••••• P••••••• L•••• C•• V•• E• F•collective trust | B••••• P••••••• | Public equity | $36.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | W•• • C•• C••• B••• P••••••••collective trust | W••••••••• F• | Fixed income | $18.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | B••••• P••••••• L•••• C•• V•• E• F•collective trust | B••••• P••••••• | Public equity | $43.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | W•• • C•• C••• B••• P••••••••collective trust | W••••••••• F• | Fixed income | $23.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | W•• • C•• C••• B••• P••••••••collective trust | W••••••••• F• | Fixed income | $19.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | B••••• P••••••• L•••• C•• V•• E• F•collective trust | B••••• P••••••• | Public equity | $43.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 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 | 364 | $67.9M | $54.7M | 114.5% | $55.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 367 | $63.5M | $53.1M | 110.4% | $67.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 366 | $72.9M | $50.1M | 135.0% | $63.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••••• Trust Company codes 21 $8,971 PY2024
- B••••• P••••••• codes 52 PY2024
- W••••••••• T•••• C••••••,n.a. codes 52 PY2024
- W•• • C•• C••• B••• P•••••••• Sched. D C $18.5M PY2024
- B••••• P••••••• L•••• C•• V•• E• F• Sched. D C $36.4M PY2024
- M••••• codes 11 PY2024
- P•••••••• Trust Company codes 21 $7,568 PY2023
- B••••• P••••••• codes 52 PY2023
- W••••••••• T•••• C••••••, N.A. codes 52 PY2023
- W•• • C•• C••• B••• P•••••••• Sched. D C $23.4M PY2023
- B••••• P••••••• L•••• C•• V•• E• F• Sched. D C $43.9M PY2023
- M••••• codes 11 PY2023
- P•••••••• Trust Company codes 21 $7,689 PY2022
- B••••• P••••••• codes 52 PY2022
- W••••••••• T•••• C••••••, N.A. codes 52 PY2022
- W•• • C•• C••• B••• P•••••••• Sched. D C $19.3M PY2022
- B••••• P••••••• L•••• C•• V•• E• F• Sched. D C $43.2M PY2022
- M••••• codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedG••••••• U••••••••• D•••••• B•••••• P•••••• P••• total assets $68M -> $55M (-18.6%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedG••••••• U••••••••• D•••••• B•••••• P•••••• P••• funded ratio 110.4% -> 114.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedG••••••• U••••••••• D•••••• B•••••• P•••••• P••• funded ratio 135.0% -> 110.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedG••••••• U••••••••• D•••••• B•••••• P•••••• P••• plan assets $73M -> $63M (-12.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 140560895-001
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.