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••••••••• I••• E••••••••• P•••••• P•••
Corporate pensionCuyahoga Falls, OH
Assets
$3.9M
Total assets, Sep 30, 2025 reported
Funded
80.7%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: A•••••••• I•••
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 5.7%
- Registered investment companies 92.4%
Consultants and advisers
3 firms
- C••••••••• P•••••••• L•• Investment adviser (plan)through Sep 30, 2023 Form 5500
- U•• C••••••••• G•••• Actuarythrough Sep 30, 2023 Form 5500
- H••••••••• N••••••• B••• Trusteethrough Sep 30, 2023 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
33 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 Sep 30, 2025 | 155 | $3.9M | $4.3M | 80.7% | $3.9M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 165 | $3.8M | $4.9M | 82.3% | $3.9M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 174 | $3.6M | $5.0M | 80.0% | $3.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- U•• C••••••••• G•••• codes 11 15 17 50 $48,150 PY2024
- Cbiz CPAS PC codes 10 50 $19,625 PY2024
- U•• C••••••••• G•••• codes 11 PY2024
- U•• C••••••••• G•••• codes 11 15 17 50 $38,770 PY2023
- Cbiz CPAS PC codes 10 50 $15,435 PY2023
- U•• C••••••••• G•••• codes 11 PY2023
- U•• C••••••••• G•••• codes 11 15 17 50 $44,900 PY2022
- Mayer Hoffman Mccann PC codes 10 50 $27,615 PY2022
- H••••••••• codes 21 50 51 $7,724 PY2022
- C••••••••• codes 27 50 $5,000 PY2022
- U•• C••••••••• G•••• codes 11 PY2022
What changed
2 events
- Dec 31, 2023Consultant changedinferenceC••••••••• no longer appears on A••••••••• I••• E••••••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with C••••••••• P•••••••• L••askebsa.dol.gov
- Oct 1, 2023Funded status changedA••••••••• I••• E••••••••• P•••••• P••• funded ratio 80.0% -> 82.3% (2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 340127105-001
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.