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
The Defined Benefit Pension Plan of the Head Start Sponsoring Board
Corporate pensionNew York, NY
Assets
$204M
Total assets, Jun 30, 2023 reported
Funded
80.0%
Jul 1, 2022
Private markets target
n/a
policy Jun 30, 2023
Commitments
1
none on the tape
Plan sponsor: Head Start Sponsoring Board Council of the City of New York, Inc.
Allocation policy
Form 5500, as of Jun 30, 2023
Actual allocation lines without a target (as filed)
- Pooled separate accounts 2.0%
- Registered investment companies 98.0%
Consultants and advisers
2 firms
- USI Advisors, Inc Investment adviser (plan)through Jun 30, 2023 Form 5500
- USI Consulting Group Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Principal1 rows, latest Jun 30, 2023
Commitments
1 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 Jun 30, 2023 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $4.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
11 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Jun 30, 2023 | 4,669 | $218M | $267M | 80.0% | $204M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $177,253 PY2022
- USI Consulting Group Inc codes 11 13 50 $129,205 PY2022
- Winston & Strawn LLP codes 29 50 $61,622 PY2022
- USI Advisors, Inc codes 27 50 $61,500 PY2022
- Randy S Paul codes 13 50 $38,400 PY2022
- Head Start Sponsoring codes 13 50 $24,518 PY2022
- Watson Rice LLP codes 10 50 $10,000 PY2022
- Gloria Chukwuma codes 13 50 $6,000 PY2022
- Prin Liquid Assets Sep Acct-I1 Sched. D P $4.1M PY2022
- USI Consulting Group codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133152121-001
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.