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
R•••••• P•••••• P•••
Corporate pensionCleveland, OH
Assets
$97.1M
Total assets, Dec 31, 2024 reported
Funded
106.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: C••••••••• S•••• C•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
3 firms
- B••• o• N•• Y••• M••••• Trusteethrough Dec 31, 2024 Form 5500
- A•• Actuarythrough Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough 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)
- W•••••• A•••• M••• C••••••• L••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
30 readings
Investment management fees
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 | 4,171 | $111M | $104M | 106.3% | $97.1M | n/a | $97.1M | n/a |
| 2023 to Dec 31, 2023 | 4,505 | $122M | $116M | 104.8% | $111M | n/a | $111M | n/a |
| 2022 to Dec 31, 2022 | 4,825 | $159M | $125M | 127.3% | $122M | n/a | $122M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- BNY M••••• codes 15 21 28 72 $132,898 PY2024
- W••••• T••••• W••••• codes 11 $99,122 PY2024
- Aon codes 13 $75,411 PY2024
- Grant Thornton codes 10 $15,750 PY2024
- C••••••••• S•••• Pens Trust Sched. D M $97.1M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- Aon codes 65 $254,324 PY2023
- Vedder Price codes 29 $16,058 PY2023
- Grant Thornton codes 10 $15,000 PY2023
- C••••••••• S•••• Pens Trust Sched. D M $111M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- Aon codes 11 65 $298,096 PY2022
- W•••••• Asset codes 28 $160,274 PY2022
- Vedder Price codes 29 $3,218 PY2022
- Designation codes 65 $621 PY2022
- Grant Thornton codes 10 PY2022
- C••••••••• S•••• Pens Trust Sched. D M $122M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship startedBNY M••••• appears on R•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with B••• o• N•• Y••• M•••••askebsa.dol.gov
- Dec 31, 2024Assets changedR•••••• P•••••• P••• total assets $111M -> $97M (-12.4%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Manager relationship endedinferenceW•••••• Asset no longer appears on R•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with W•••••• A•••• M••• C••••••• L••askebsa.dol.gov
- Jan 1, 2023Funded status changedR•••••• P•••••• P••• funded ratio 127.3% -> 104.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedR•••••• P•••••• P••• plan assets $159M -> $122M (-23.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 710871875-010
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.