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••••••••• C•••••• M••••• U•••• P•••••• P•••
Corporate pensionClinton, PA
Assets
$51.6M
Total assets, Dec 31, 2024 reported
Funded
102.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: P• P••••••••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.8%
- Registered investment companies 97.2%
Consultants and advisers
3 firms
- A••••••• Actuarythrough Dec 31, 2023 Form 5500
- C••••• A••••••••• Actuarythrough Dec 31, 2022 Form 5500
- C•••••• S••••• T•••• B••• Custodianthrough 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)
- X••••• I••••••••• A•••••••• I•••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
$133,900 (2023-12) · $133,900 (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 | 646 | $53.7M | $50.9M | 102.6% | $51.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 673 | $51.9M | $53.2M | 101.5% | $53.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 695 | $68.7M | $54.4M | 112.6% | $51.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- X••••• I••••••••• A•••••••• I••• codes 28 $133,900 PY2024
- A••••••• codes 11 $28,707 PY2024
- Cozen O'Connor codes 29 $12,472 PY2024
- C•••••• S••••• T•••• B••• codes 19 21 PY2024
- C•••••• S••••• & Co., Inc. codes 59 PY2024
- A••••••• codes 11 PY2024
- X••••• I••••••••• A•••••••• I••• codes 28 $133,900 PY2023
- C••••• A•••••••••, Inc codes 11 $29,649 PY2023
- Cozen O'Connor codes 29 $15,571 PY2023
- Case Sabatini & Co. codes 10 $14,500 PY2023
- C•••••• S••••• T•••• B••• codes 19 21 PY2023
- C•••••• S••••• & Co., Inc. codes 59 PY2023
- A••••••• codes 11 PY2023
- X••••• I••••••••• A•••••••• I••• codes 28 $133,900 PY2022
- C••••• A•••••••••, Inc codes 11 $65,440 PY2022
- Cozen O'Connor codes 29 $30,662 PY2022
- Case Sabatini & Co. codes 10 $14,000 PY2022
- C•••••• S••••• T•••• B••• codes 19 21 PY2022
- C•••••• S••••• & Co., Inc. codes 59 PY2022
- C••••• A•••••••••, Inc. codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedP• P••••••••• C•••••• M••••• U•••• P•••••• P••• funded ratio 112.6% -> 101.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP• P••••••••• C•••••• M••••• U•••• P•••••• P••• plan assets $69M -> $52M (-24.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 940692700-009
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.