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
A••••••• f•• A•••••• M•••• R••••••••• I••••• P•••
Corporate pensionSchaumburg, IL
Assets
n/a
Total assets, Sep 12, 2025 reported
Funded
88.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
2 managers on Schedule C
Plan sponsor: A••••••• f•• A•••••• M••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 5.4%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 32.3%
- Corporate debt instruments (preferred) 30.4%
- U.S. Government securities 25.8%
- Other investments 5.2%
Consultants and advisers
2 firms
- S••••• R•••••••• P••• S•••••••• I•• Actuarythrough Sep 12, 2025 Form 5500
- S••••• R••••••••• P••• S••••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- C••••••• T•••••••••plan years 2025
- M•••••• L••••••••• • S••••plan years 2025
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
38 readings
Total assets
$19.7M (2024-12) · $28.4M (2023-12) · $27.1M (2022-12)
Benefits paid
$9.2M (2024-12) · $1.7M (2023-12) · $1.6M (2022-12)
Net investment income
$-8.7M (2024-12) · $1.3M (2023-12) · $-8.1M (2022-12)
Investment management fees
$97,987 (2024-12) · $114,670 (2023-12) · $107,116 (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Sep 12, 2025 | 174 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 281 | $28.2M | $26.5M | 88.6% | $19.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 288 | $26.9M | $26.9M | 84.3% | $28.4M | n/a | n/a | $0 |
| 2022 to Dec 31, 2022 | 296 | $35.1M | $26.8M | 111.4% | $27.1M | n/a | n/a | $169,048 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S••••• R••••••••• P••• S••••••• codes 11 15 50 64 $59,150 PY2025
- C••••••• Asset Management codes 28 50 $14,215 PY2025
- Bank of America codes 33 50 71 $6,810 PY2025
- M•••••• L•••• Pierce Fenner & S•••• codes 28 50 52 60 62 $4,251 PY2025
- S••••• R••••••••• P••• S••••••• codes 11 15 50 64 $144,284 PY2024
- M•••••• L•••• Pierce Fenner & S•••• codes 28 50 52 60 62 $59,384 PY2024
- C••••••• Asset Management codes 28 50 $38,603 PY2024
- Bank of America codes 33 50 71 $11,895 PY2024
- S••••• R••••••••• P••• S••••••• codes 11 PY2024
- M•••••• L•••• Pierce Fenner & S•••• codes 28 50 52 60 62 $82,708 PY2023
- S••••• R••••••••• P••• S•••••••,inc codes 11 15 50 64 $62,651 PY2023
- C••••••• Asset Management codes 28 50 $31,962 PY2023
- Bank of America codes 33 50 71 $15,398 PY2023
- S••••• R••••••••• P••• S••••••• codes 11 PY2023
- M•••••• L•••• Pierce Fenner & S•••• codes 28 50 52 60 62 $100,025 PY2022
- S••••• R••••••••• P••• S•••••••,inc codes 11 15 50 64 $61,608 PY2022
- Bank of America codes 33 50 71 $7,201 PY2022
- C••••••• Asset Management codes 28 50 $7,134 PY2022
- S••••• R••••••••• P••• S••••••• codes 11 PY2022
What changed
5 events
- Sep 12, 2025Assets changedA••••••• f•• A•••••• M•••• R••••••••• I••••• P••• total assets $20M -> $0 (-100.0%, 2024-12-31 to 2025-09-12)
- Dec 31, 2024Assets changedA••••••• f•• A•••••• M•••• R••••••••• I••••• P••• total assets $28M -> $20M (-30.7%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedA••••••• f•• A•••••• M•••• R••••••••• I••••• P••• funded ratio 84.3% -> 88.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedA••••••• f•• A•••••• M•••• R••••••••• I••••• P••• funded ratio 111.4% -> 84.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedA••••••• f•• A•••••• M•••• R••••••••• I••••• P••• plan assets $35M -> $27M (-23.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 360756300-001
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.