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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Corporate pension
P•••••••• H••• a•• P•••• C••• I••• R••••••••• P•••
Corporate pensionStamford, CT
Assets
$44.1M
Total assets, Dec 31, 2024 reported
Funded
94.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: P•••••••• H••• a•• P•••• C••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 90.2%
- Registered investment companies 9.8%
Consultants and advisers
5 firms
- N•••• P•••••• Investment adviser (plan)through Dec 31, 2024 Form 5500
- W•••• F•••• A•••••••• L•• Investment adviser (plan)through Dec 31, 2024 Form 5500
- P•••••••• F•••••••• G•••• Actuarythrough Dec 31, 2024 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
- T•• V••••••• G•••• Trusteethrough 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, 2024
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, 2024 | P••• L•• L••• D••••••• S•••separate account | P•••••••• | Fixed income | $15.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P••• L•• I•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $24.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 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 | 843 | $47.4M | $43.7M | 94.7% | $44.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 821 | $44.3M | $42.2M | 94.6% | $47.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 859 | $60.5M | $43.2M | 113.9% | $44.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $264,811 PY2024
- Willis Towers Watson codes 11 50 $100,782 PY2024
- PKF O'Connor Davies, LLP codes 10 50 $26,450 PY2024
- Nixon Peabody codes 13 27 29 50 $15,085 PY2024
- Wells Fargo Clearing Services LLC codes 27 99 PY2024
- Prin Ldi Long Duration Sa-Z Sched. D P $15.3M PY2024
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $24.4M PY2024
- Principal Financial Group codes 11 PY2024
- Willis Towers Watson US LLC codes 11 50 $342,787 PY2023
- The Vanguard Group, Inc. codes 10 21 28 50 51 52 68 $133,899 PY2023
- PKF O'Connor Davies, LLP codes 10 50 $25,200 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Willis Towers Watson US LLC codes 11 50 $313,065 PY2022
- The Vanguard Group, Inc. codes 10 21 28 50 51 52 68 $115,223 PY2022
- PKF O'Connor Davies, LLP codes 10 50 $24,150 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceNixon Peabody appears on Petroleum Heat and Power Co., Inc. Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with N•••• P••••••askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceThe Vanguard Group, Inc. no longer appears on Petroleum Heat and Power Co., Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with T•• V••••••• G••••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceWells Fargo Clearing Services LLC appears on Petroleum Heat and Power Co., Inc. Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with W•••• F•••• A•••••••• L••askebsa.dol.gov
- Jan 1, 2023Funded status changedPetroleum Heat and Power Co., Inc. Retirement Plan funded ratio 113.9% -> 94.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPetroleum Heat and Power Co., Inc. Retirement Plan plan assets $60M -> $44M (-26.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 061183025-005
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.