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
L••••• G••••••• B••• E••••••••• P•••••• P•••
Corporate pensionPembroke, NC
Assets
$7.3M
Total assets, Dec 31, 2024 reported
Funded
100.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: L••••• G••••••• B•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.0%
- Non-interest-bearing cash 0.2%
- Employer securities 2.9%
- Registered investment companies 92.1%
Consultants and advisers
3 firms
- A••••••• T•••• Actuarythrough Dec 31, 2023 Form 5500
- M••••••••• T•••• C•••••• Trusteethrough Dec 31, 2023 Form 5500
- S•••••• B•••••• S•••••••• I••• 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)
- F••• D••••• A•••••••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
Investment management fees
$14,560 (2023-12) · $11,917 (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 | 147 | $6.6M | $6.2M | 100.0% | $7.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 148 | $6.0M | $6.3M | 85.6% | $6.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 148 | $7.6M | $6.0M | 114.2% | $6.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- A••••••• T•••• codes 11 $24,218 PY2024
- Fund D••••• Advisor's, Inc. codes 28 $16,633 PY2024
- M••••••••• T•••• C•••••• codes 21 $7,483 PY2024
- A••••••• T•••• codes 11 PY2024
- A••••••• T•••• codes 11 $24,485 PY2023
- Fund D••••• Advisor's, Inc. codes 28 $14,560 PY2023
- M••••••••• T•••• C•••••• codes 21 $5,625 PY2023
- A••••••• T•••• codes 11 PY2023
- Fund D••••• Advisor's, Inc. codes 28 $11,917 PY2022
- S•••••• B•••••• S•••••••• I••• codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedL••••• G••••••• B••• E••••••••• P•••••• P••• funded ratio 85.6% -> 100.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedL••••• G••••••• B••• E••••••••• P•••••• P••• plan assets $6M -> $7M (+10.6%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedL••••• G••••••• B••• E••••••••• P•••••• P••• total assets $6M -> $7M (+10.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedL••••• G••••••• B••• E••••••••• P•••••• P••• funded ratio 114.2% -> 85.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedL••••• G••••••• B••• E••••••••• P•••••• P••• plan assets $8M -> $6M (-20.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 560990387-001
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.