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
M••••• F••• P••••• I••• U•••• R••••••••• I••••• P•••
Corporate pensionCohoes, NY
Assets
$19.2M
Total assets, May 31, 2023 reported
Funded
112.2%
Jun 1, 2022
Private markets target
n/a
policy May 31, 2023
Commitments
1
none on the tape
Plan sponsor: M••••• F••• P••••• I•••
Allocation policy
Form 5500, as of May 31, 2023
Actual allocation lines without a target (as filed)
- Common/collective trusts 99.0%
- Registered investment companies 1.0%
Consultants and advisers
3 firms
- B••••••••• C••••••••• I•• Pension consultantthrough May 31, 2023 Form 5500
- T••••••••• R••••••••• S•••••••• Actuarythrough May 31, 2023 Form 5500
- T••••••••• Actuarythrough May 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)
- J••• M••••• I••••••••• M•••••••••plan years 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 May 31, 2023 | C••••••••• P•••••• T•••• F••• •••collective trust | JP M••••• Chase Bank, N.A. | Pooled vehicles | $19.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
10 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
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 May 31, 2023 | 274 | $22.4M | $22.0M | 112.2% | $19.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Jpmorgan Investment Management Inc. codes 28 50 $97,139 PY2022
- T••••••••• R••••••••• S•••••••• codes 11 12 15 28 38 50 59 61 62 63 64 $60,123 PY2022
- B••••••••• C••••••••• LLC codes 17 50 $11,200 PY2022
- Bonadio & Co. , LLP codes 10 50 $9,250 PY2022
- JP M••••• Chase Bk Ldi Diversified Sched. D C $19.0M PY2022
- T••••••••• 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 146075575-001
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.