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•••••••• A••••••• L••• E••••••••• R••••••••• P•••
Corporate pensionPurchase, NY
Assets
$33.9M
Total assets, Mar 31, 2025 reported
Funded
122.5%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: P•••••••• A••••••• L•••
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 10.2%
- Corporate debt instruments (preferred) 16.4%
- U.S. Government securities 8.0%
- Other investments 27.8%
- Common stock 36.2%
Consultants and advisers
2 firms
- U•• C••••••••• G•••• Actuarythrough Mar 31, 2023 Form 5500
- B••• o• A•••••• Trusteethrough Mar 31, 2023 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)
- R••• L••• A•••• M•••••••••plan years 2023
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
$209,800 (2024-03) · $224,553 (2023-03)
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 Mar 31, 2025 | 279 | $34.7M | $23.7M | 122.5% | $33.9M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 289 | $32.7M | $24.2M | 125.2% | $34.7M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 286 | $37.1M | $24.1M | 120.7% | $32.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- R••• L••• codes 28 $191,274 PY2024
- U•• C••••••••• G•••• codes 11 17 $64,463 PY2024
- B••• o• A•••••• codes 21 $14,293 PY2024
- U•• C••••••••• G•••• codes 11 PY2024
- U•• C••••••••• G•••• codes 11 17 $68,511 PY2023
- R••• L••• codes 28 $51,496 PY2023
- B••• o• A•••••• codes 21 $9,075 PY2023
- U•• C••••••••• G•••• codes 11 PY2023
- R••• L••• codes 28 $28,125 PY2022
- U•• C••••••••• G•••• codes 11 17 $25,370 PY2022
- B••• o• A•••••• codes 21 $18,029 PY2022
- U•• C••••••••• G•••• codes 11 PY2022
What changed
3 events
- Apr 1, 2024Funded status changedP•••••••• A••••••• L••• E••••••••• R••••••••• P••• funded ratio 125.2% -> 122.5% (2023-04-01 to 2024-04-01)
- Apr 1, 2023Funded status changedP•••••••• A••••••• L••• E••••••••• R••••••••• P••• funded ratio 120.7% -> 125.2% (2022-04-01 to 2023-04-01)
- Apr 1, 2023Assets changedP•••••••• A••••••• L••• E••••••••• R••••••••• P••• plan assets $37M -> $33M (-11.8%, 2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132843700-003
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.