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
P•••••• P••• o• H•••• C••••••••• I•••
Corporate pensionCarthage, MO
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
99.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2023
Commitments
2
none on the tape
Plan sponsor: H•••• C••••••••• I••• C•••••••• H•••• R••••••••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Insurance company general account 2.1%
- Other investments 0.1%
- Common/collective trusts 2.3%
- Registered investment companies 95.5%
Consultants and advisers
5 firms
- H• C•••••• M••••••••• L•• Pension consultantthrough Dec 31, 2022 Form 5500
- O••••••••• Pension consultantthrough Dec 31, 2022 Form 5500
- T••••• W••••• P••••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- P•••••••• T•••• C•• Custodianthrough 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
No manager relationship is on the tape for this allocator.
Commitments
2 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, 2023 | A•••••••• S• I••••••••• F••• S•collective trust | SEI Trust Company | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | A•••••••• S• I••••••••• F••• S•collective trust | SEI Trust Company | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Contributions
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 | 594 | $54.2M | $51.4M | 99.4% | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 597 | $49.1M | $49.3M | 103.1% | $54.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 602 | $60.7M | $47.1M | 110.0% | $49.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• codes 11 50 $244,312 PY2024
- Forvis Mazars, LLP codes 10 50 $13,872 PY2024
- P•••••••• Trust Company codes 15 18 19 21 25 28 50 51 63 $7,212 PY2024
- R•••••••• Investment Advisors, LLC codes 17 27 50 $6,422 PY2024
- A•••••••• Short-Term Inv Fund a S1 Sched. D C PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- W••••• T••••• W••••• codes 11 50 $75,758 PY2023
- Forvis Mazars, LLP codes 10 50 $14,586 PY2023
- P•••••••• Trust Company codes 15 18 19 21 25 28 50 51 63 $11,197 PY2023
- R•••••••• Investment Advisors, LLC codes 17 27 50 $7,866 PY2023
- A•••••••• Short-Term Inv Fund a S1 Sched. D C $1.3M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- W••••• T••••• W••••• codes 11 50 $86,100 PY2022
- Forvis, LLP (formerly Bkd, LLP) codes 10 50 $12,240 PY2022
- P•••••••• Trust Company codes 15 18 19 21 25 28 50 51 63 $8,734 PY2022
- HM Capital Management codes 17 27 50 $4,019 PY2022
- R•••••••• Investment Advisors, LLC codes 17 27 50 $3,947 PY2022
- A•••••••• Short-Term Inv Fund a S1 Sched. D C $1.7M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
7 events
- Dec 31, 2024Assets changedP•••••• P••• o• H•••• C••••••••• I••• total assets $54M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedP•••••• P••• o• H•••• C••••••••• I••• funded ratio 103.1% -> 99.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedP•••••• P••• o• H•••• C••••••••• I••• plan assets $49M -> $54M (+10.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceHM Capital Management no longer appears on P•••••• P••• o• H•••• C••••••••• I•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with H• C•••••• M••••••••• L••askebsa.dol.gov
- Dec 31, 2023Assets changedP•••••• P••• o• H•••• C••••••••• I••• total assets $49M -> $54M (+10.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedP•••••• P••• o• H•••• C••••••••• I••• funded ratio 110.0% -> 103.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP•••••• P••• o• H•••• C••••••••• I••• plan assets $61M -> $49M (-19.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 561542277-001
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.