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
R••••••••• I••••• P••• f•• E•••••••• o• A•••••••• F•••••••• I•••
Corporate pensionEstero, FL
Assets
$1.8M
Total assets, Dec 31, 2023 reported
Funded
122.5%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: A•••••••• F•••••••• I••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Registered investment companies 99.6%
Consultants and advisers
2 firms
- J••••••• C•••• B•••• N••• Trusteethrough Dec 31, 2022 Form 5500
- A•• C••••••••• 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•••• R•••••• C••••••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
18 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 1,364 | n/a | n/a | n/a | $1.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,385 | $415M | $301M | 122.5% | $309M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Aon codes 14 $477,080 PY2023
- Carroll Services LLC codes 12 $130,890 PY2023
- Morison Cogen codes 10 $43,500 PY2023
- JP Morgan codes 21 $19,161 PY2023
- Thompson Hine codes 29 $13,572 PY2023
- Groom codes 29 $5,696 PY2023
- F•••• R•••••• C•••••• codes 28 $1.3M PY2022
- Aon codes 14 $978,004 PY2022
- J.P. Morgan codes 21 $131,471 PY2022
- Carroll Services LLC codes 12 $34,650 PY2022
- Groom Law Group codes 29 $26,281 PY2022
- Morison Cogen codes 10 $20,500 PY2022
- Solution Exchange LLC codes 23 PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
2 events
- Dec 31, 2023Manager relationship endedinferenceF•••• R•••••• C•••••• no longer appears on R••••••••• I••••• P••• f•• E•••••••• o• A•••••••• F•••••••• I•••'s Schedule C as investment manager (plan year 2023 vs 2022)with F•••• R•••••• C••••••askebsa.dol.gov
- Dec 31, 2023Assets changedR••••••••• I••••• P••• f•• E•••••••• o• A•••••••• F•••••••• I••• total assets $309M -> $2M (-99.4%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 474303305-001
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.