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
C••••••••• G••••• M••••• L••••• H••••• E••••••••• P•••••• P•••
Corporate pensionIrving, TX
Assets
$46.0M
Total assets, Dec 31, 2024 reported
Funded
120.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: C••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
2 firms
- S•••••••• B•••••• A••••••• General consultantthrough Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
30 readings
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 | 805 | $49.9M | $45.2M | 120.3% | $46.0M | n/a | $46.0M | n/a |
| 2023 to Dec 31, 2023 | 850 | $49.1M | $48.0M | 112.5% | $49.9M | n/a | $49.9M | n/a |
| 2022 to Dec 31, 2022 | 897 | $68.4M | $48.9M | 135.6% | $49.1M | n/a | $49.1M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Pricewaterhousecoopers LLP codes 10 50 $59,100 PY2024
- Alight Solutions LLC codes 15 50 $27,226 PY2024
- Caterillar Inc Master Rtmt. Trust Sched. D M $46.0M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- Pricewaterhousecoopers LLP codes 10 50 $61,656 PY2023
- Alight Solutions LLC codes 15 50 $30,588 PY2023
- S•••••••• B•••••• A••••••• codes 16 50 $21,705 PY2023
- Caterillar Inc Master Rtmt. Trust Sched. D M $49.9M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- Pricewaterhousecoopers LLP codes 10 50 $47,767 PY2022
- Alight Solutions LLC codes 15 50 $31,049 PY2022
- S•••••••• B•••••• A••••••• codes 16 50 $6,409 PY2022
- Caterillar Inc Master Rtmt. Trust Sched. D M $49.1M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceS•••••••• B•••••• A••••••• no longer appears on C••••••••• G••••• M••••• L••••• H••••• E••••••••• P•••••• P•••'s Schedule C as general consultant (plan year 2024 vs 2023)with S•••••••• B•••••• A•••••••askebsa.dol.gov
- Jan 1, 2024Funded status changedC••••••••• G••••• M••••• L••••• H••••• E••••••••• P•••••• P••• funded ratio 112.5% -> 120.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedC••••••••• G••••• M••••• L••••• H••••• E••••••••• P•••••• P••• funded ratio 135.6% -> 112.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedC••••••••• G••••• M••••• L••••• H••••• E••••••••• P•••••• P••• plan assets $68M -> $49M (-28.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 370602744-039
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.