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
Brandenburg Telephone Company Retirement Plan
Corporate pensionBrandenburg, KY
Assets
$71.8M
Total assets, Dec 31, 2025 reported
Funded
123.8%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
none on the tape
Plan sponsor: Brandenburg Telephone Company
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.5%
- Corporate debt instruments (other) 19.9%
- U.S. Government securities 4.0%
- Other investments 1.2%
- Registered investment companies 5.8%
- Common stock 67.4%
Consultants and advisers
1 firms
- USI Consulting Group Actuarythrough Dec 31, 2025 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
40 readings
Total assets
$60.8M (2024-12) · $52.3M (2023-12) · $45.3M (2022-12)
Plan assets
$52.3M (2024-01) · $45.3M (2023-01) · $54.0M (2022-01)
Net assets
$60.8M (2024-12) · $52.3M (2023-12) · $45.3M (2022-12)
Funded ratio
124.4% (2024-01) · 131.1% (2023-01) · 121.8% (2022-01)
Funding target
$27.8M (2024-01) · $26.9M (2023-01) · $26.1M (2022-01)
Discount rate
5.20% (2024-01) · 5.33% (2023-01) · 5.48% (2022-01)
Benefits paid
$1.6M (2024-12) · $1.4M (2023-12) · $1.4M (2022-12)
Net investment income
$8.4M (2024-12) · $7.0M (2023-12) · $-8.7M (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 208 | $60.8M | $27.5M | 123.8% | $71.8M | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 202 | $52.3M | $27.8M | 124.4% | $60.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 199 | $45.3M | $26.9M | 131.1% | $52.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 199 | $54.0M | $26.1M | 121.8% | $45.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- USI Consulting Group codes 11 PY2025
- USI Consulting Group codes 11 PY2024
- USI Consulting Group codes 11 PY2023
- USI Consulting Group codes 11 PY2022
What changed
8 events
- Dec 31, 2025Assets changedBrandenburg Telephone Company Retirement Plan total assets $61M -> $72M (+18.2%, 2024-12-31 to 2025-12-31)
- Jan 1, 2025Assets changedBrandenburg Telephone Company Retirement Plan plan assets $52M -> $61M (+16.1%, 2024-01-01 to 2025-01-01)
- Dec 31, 2024Assets changedBrandenburg Telephone Company Retirement Plan total assets $52M -> $61M (+16.1%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedBrandenburg Telephone Company Retirement Plan funded ratio 131.1% -> 124.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedBrandenburg Telephone Company Retirement Plan plan assets $45M -> $52M (+15.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedBrandenburg Telephone Company Retirement Plan total assets $45M -> $52M (+15.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedBrandenburg Telephone Company Retirement Plan funded ratio 121.8% -> 131.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBrandenburg Telephone Company Retirement Plan plan assets $54M -> $45M (-16.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 610452936-001
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.