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•••• P•••••• P•••
Corporate pensionPalm Beach Gardens, FL
Assets
$149M
Total assets, Sep 30, 2025 reported
Funded
76.0%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: C••••••••• C•••••••••
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Master trust investment accounts 98.4%
Consultants and advisers
3 firms
- W••••• T••••• W••••• U• L•• Actuarythrough Sep 30, 2023 Form 5500
- B••• o• N•• Y••• M••••• Trusteethrough Sep 30, 2023 Form 5500
- B•••••••• Trusteethrough Sep 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- T••••• W••••• I••••••••• S••••••••plan years 2023
- I••• C••••••••• I•••••••••plan years 2023
- L•••• • G•••••• I•• M••• A••••••plan years 2023
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
Investment management fees
$255,514 (2024-09) · $465,426 (2023-09)
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 | 2,485 | $150M | $181M | 76.0% | $149M | n/a | $146M | n/a |
| 2023 to Sep 30, 2024 | 2,562 | $132M | $191M | 76.3% | $150M | n/a | $147M | n/a |
| 2022 to Sep 30, 2023 | 2,601 | $137M | $192M | 78.6% | $132M | n/a | $130M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W•••••, LLC codes 11 17 50 64 $657,134 PY2024
- T••••• W••••• I••••••••• S•••••••• codes 50 51 $213,093 PY2024
- The B••• o• N•• Y••• M••••• codes 21 25 50 $124,304 PY2024
- Crowe LLP codes 10 50 $45,675 PY2024
- L•••• and G•••••• Investment M••• codes 28 51 $28,254 PY2024
- Income Research + Management codes 28 50 51 52 $18,050 PY2024
- B•••••••• codes 21 24 28 50 51 $12,900 PY2024
- C••••••••• Group Master Trust Sched. D M $146M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- W••••• T••••• W•••••, LLC codes 11 17 50 64 $506,015 PY2023
- T••••• W••••• I••••••••• S•••••••• codes 50 51 $217,627 PY2023
- The B••• of New Y••• codes 21 25 50 $184,012 PY2023
- L•••• and G•••••• Investment Manage codes 28 51 $41,589 PY2023
- Crowe LLP codes 10 50 $26,775 PY2023
- Ir&m Long Corporate codes 28 50 51 52 $17,198 PY2023
- Black Rock Msci Acwi codes 21 24 28 50 51 $11,991 PY2023
- S•••• Corporation Master Trust Sched. D M $147M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- W••••• T••••• W•••••, LLC codes 11 17 50 64 $561,909 PY2022
- T••••• W••••• I••••••••• S•••••••• codes 50 51 $246,987 PY2022
- The B••• of New Y••• codes 21 25 50 $55,961 PY2022
- Crowe LLP codes 10 50 $37,170 PY2022
- Ir&m Long Corporate codes 28 50 51 52 $25,930 PY2022
- L•••• and G•••••• Investment Manage codes 28 51 $24,738 PY2022
- Black Rock Msci Acwi codes 21 24 28 50 51 $11,203 PY2022
- S•••• Corporation Master Trust Sched. D M $130M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
3 events
- Oct 1, 2024Assets changedC••••••••• G•••• P•••••• P••• plan assets $132M -> $150M (+13.1%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedC••••••••• G•••• P•••••• P••• total assets $132M -> $150M (+13.1%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Funded status changedC••••••••• G•••• P•••••• P••• funded ratio 78.6% -> 76.3% (2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131885030-084
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.