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
T•• W••••••••• M••••• P•••••• P•••
Corporate pensionWinterthur, DE
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
93.6%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
3
none on the tape
Plan sponsor: T•• H•••• F•••••• d• P••• W••••••••• M•••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 15.3%
- Common/collective trusts 83.3%
Consultants and advisers
2 firms
- M••••• Actuarythrough Dec 31, 2022 Form 5500
- W••••••••• T•••• Directed 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
- L•••• • G•••••• I•• M••• A••••••2 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- L•••• • G•••••• I•• M••• A••••••plan years 2022
Commitments
3 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 | L•• G••••• C••• I••••••••• N•collective trust | L•••• • G•••••• I•• M••• A•••••• | Infrastructure | $35.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | T•• S•••• A••••• E•••••••• U•• A••103 12 ie | Two Sigma Advisers, LP. | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | L•• G••••• C••• I••••••••• N•collective trust | L•••• • G•••••• I•• M••• A•••••• | Infrastructure | $33.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
29 readings
Investment management fees
$58,539 (2023-12) · $118,055 (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 | 366 | n/a | n/a | n/a | $0 | $0 | n/a | n/a |
| 2023 to Dec 31, 2023 | 383 | $42.4M | $40.5M | 93.6% | $42.3M | $0 | n/a | n/a |
| 2022 to Dec 31, 2022 | 391 | $54.9M | $40.0M | 106.6% | $42.4M | $0 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 $535,852 PY2024
- Citibank, N.A. codes 51 $28,348 PY2024
- Wilmington Trust, N.A. codes 25 $21,839 PY2024
- Legal & General Investment Manageme Sched. D C PY2024
- Mercer codes 11 $515,349 PY2023
- Citibank, N.A. codes 51 $58,539 PY2023
- Wilmington Trust, N.A. codes 25 $29,997 PY2023
- Legal & General Investment Manageme Sched. D C $35.2M PY2023
- Mercer codes 11 PY2023
- Mercer codes 11 $87,666 PY2022
- Citibank, N.A. codes 51 $85,610 PY2022
- Wilmington Trust, N.A. codes 25 $32,445 PY2022
- Two Sigma Active Extension U.S All Sched. D E $1.7M PY2022
- Legal & General Investment Manageme Sched. D C $33.2M PY2022
- Mercer codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedThe Winterthur Museum Pension Plan total assets $42M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Holding endedinferenceThe Winterthur Museum Pension Plan no longer reports Two Sigma Active Extension U.S All (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)with T•• S•••• A••••• E•••••••• U•• A••askebsa.dol.gov
- Jan 1, 2023Funded status changedThe Winterthur Museum Pension Plan funded ratio 106.6% -> 93.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Winterthur Museum Pension Plan plan assets $55M -> $42M (-22.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 510066038-001
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.