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
M•••• L••••• B••••••• P•••••• P••• f•• N••••••••• P••••••••
Corporate pensionPhoenix, AZ
Assets
$49.5M
Total assets, Dec 31, 2024 reported
Funded
96.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: A••• L•••••• P•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.4%
- U.S. Government securities 7.1%
- Registered investment companies 90.9%
Consultants and advisers
3 firms
- U••• B••• N••••••• A••••••••• Trusteethrough Dec 31, 2024 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
- U• B••• 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)
- S•• I••••••••• M••••••••• 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
33 readings
Net investment income
$-138,021 (2023-12) · $-12.1M (2022-12)
Investment management fees
$26,740 (2023-12) · $61,745 (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 | 672 | $50.0M | $52.9M | 96.9% | $49.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 762 | $50.1M | $53.5M | 100.0% | $50.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 761 | $62.2M | $49.0M | 109.7% | $50.2M | $0 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SEI Investments Management Corp codes 28 51 $81,808 PY2024
- W••••• T••••• W••••• U• L•• codes 11 50 $48,886 PY2024
- Grant Thornton LLP codes 10 50 $23,830 PY2024
- Morgan, Lewis & Bockius LLP codes 29 50 $13,649 PY2024
- U••• B••• N••••••• A••••••••• codes 21 50 $5,442 PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- W••••• T••••• W••••• U• L•• codes 11 50 $75,294 PY2023
- SEI Investments Management Corp codes 28 51 $26,740 PY2023
- Grant Thornton LLP codes 10 50 $24,708 PY2023
- Morgan, Lewis & Bockius LLP codes 29 50 $10,354 PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- SEI Investments Management Corp codes 28 51 $60,484 PY2022
- W••••• T••••• W••••• U• L•• codes 11 50 $32,892 PY2022
- Mitchell & Titus, LLP codes 10 50 $24,563 PY2022
- U••• B••• N••••••• A••••••••• codes 21 50 $8,654 PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedM•••• L••••• B••••••• P•••••• P••• f•• N••••••••• P•••••••• funded ratio 100.0% -> 96.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedM•••• L••••• B••••••• P•••••• P••• f•• N••••••••• P•••••••• funded ratio 109.7% -> 100.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedM•••• L••••• B••••••• P•••••• P••• f•• N••••••••• P•••••••• plan assets $62M -> $50M (-19.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 860761521-001
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.