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.
Corporate pension
Menorah Campus Defined Benefit Plan
Corporate pensionGetzville, NY
Assets
$5.9M
Total assets, Dec 31, 2021 reported
Funded
98.1%
Jan 1, 2021
Private markets target
n/a
policy Dec 31, 2021
Commitments
6
none on the tape
Plan sponsor: Menorah Campus
Allocation policy
Form 5500, as of Dec 31, 2021
Actual allocation lines without a target (as filed)
- Insurance company general account 29.1%
- Pooled separate accounts 70.9%
Consultants and advisers
1 firms
- Actuarial Consulting Services, Inc. Actuarythrough Dec 31, 2021 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
- Principal6 rows, latest Dec 31, 2021
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, 2021 | Prin Core Plus Bond Sep Acct-Zseparate account | Principal | Fixed income | $217,339 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2021 | Prin Diversified Intl Sa-Zseparate account | Principal | Hedge / diversifiers | $348,639 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2021 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2021 | Principal Smallcap Sep Acct-R6separate account | Principal | Pooled vehicles | $755,462 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2021 | Prin Midcap Sep Acct-Zseparate account | Principal | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2021 | Prin Govt & Hq Bond Sa-R6separate account | Principal | Fixed income | $200,250 held | Disclosed holding | askebsa.dol.gov |
Size and funding
10 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2021 | 264 | $5.4M | $5.1M | 98.1% | $5.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $1.4M PY2024
- Prin Core Plus Bond Sep Acct-R6 Sched. D P $217,339 PY2024
- Prin Diversified Intl Sa-R6 Sched. D P $348,639 PY2024
- Prin Govt & High Qual Bond Sa-R6 Sched. D P $200,250 PY2024
- Principal Smallcap Sep Acct-R6 Sched. D P $755,462 PY2024
- Prin Midcap Sep Acct-R6 Sched. D P $1.3M PY2024
- Actuarial Consulting Services, Inc. codes 11 PY2024
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 161376699-001
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.