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

T•• W•••••• A••••••••• P•••••• P•••

Corporate pensionBrooklyn, NY
Assets
$6.3M
Total assets, Sep 30, 2025 reported
Funded
80.0%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: T•• W•••••• A•••••••••
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.4%
  • Corporate debt instruments (other) 85.2%
  • U.S. Government securities 1.7%
  • Registered investment companies 10.7%
Consultants and advisers
1 firms
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)
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
Total assets
$6.3M Sep 30, 2025 reported Form 5500
$6.5M (2024-09) · $6.0M (2023-09)
Plan assets
$6.5M Oct 1, 2024 reported Form 5500
$6.0M (2023-10) · $6.1M (2022-10)
Net assets
$6.3M Sep 30, 2025 reported Form 5500
$6.5M (2024-09) · $6.0M (2023-09)
Funded ratio
80.0% Oct 1, 2024 reported Form 5500
80.0% (2023-10) · 81.5% (2022-10)
Funding target
$5.9M Oct 1, 2024 reported Form 5500
$6.2M (2023-10) · $6.0M (2022-10)
Discount rate
5.35% Oct 1, 2024 reported Form 5500
5.23% (2023-10) · 5.39% (2022-10)
Participants
115 Oct 1, 2024 reported Form 5500
119 (2023-10) · 121 (2022-10)
Contributions
$0 Sep 30, 2025 reported Form 5500
$0 (2024-09) · $13,484 (2023-09)
Benefits paid
$454,976 Sep 30, 2025 reported Form 5500
$461,010 (2024-09) · $440,411 (2023-09)
Net investment income
$-262,052 Sep 30, 2025 reported Form 5500
$559,333 (2024-09) · $-160,040 (2023-09)
Investment management fees
$23,457 Sep 30, 2025 reported Form 5500
$13,585 (2024-09) · $13,554 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 2025115$6.5M$5.9M80.0%$6.3Mn/an/an/a
2023 to Sep 30, 2024119$6.0M$6.2M80.0%$6.5Mn/an/an/a
2022 to Sep 30, 2023121$6.1M$6.0M81.5%$6.0Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
1 events
  • Dec 31, 2024Manager relationship started
    B••••••••• A••••••• appears on T•• W•••••• A••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with B••••••••• A•••••••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135563411-001
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.