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••• C••••••••• P•••••• P•••

Corporate pensionCarlstadt, NJ
Assets
$61.9M
Total assets, Dec 31, 2024 reported
Funded
84.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
27
none on the tape
Plan sponsor: A••• C•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • I•••••••• company general account 0.0%
  • Common/collective trusts 99.8%
  • P••••• separate accounts 0.1%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
27 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024E• T•••••••• I•••••••••collective trustB•• M•••••Pooled vehicles$295,878 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B••• M••••• D• S• S•••• I•••• F•••collective trustB•• M•••••Public equity$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B••••• D• S• I••• S••collective trustB•• M•••••Pooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B••• M••••• D• S• E••••••• M••••••collective trustB•• M•••••Public equity$906,821 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024E• D• S•••• C•• S•••• I•••• F•••collective trustB•• M•••••Public equity$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024M•••••• P••••• S••••••• A•••••••separate accountB••••••••• L••• I•••••••• C••••••Pooled vehicles$89,928 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B••••• D• S• L• C••••• B••collective trustB•• M•••••Private credit$44.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B••••• D• S• I•• G••• B••collective trustB•• M•••••Pooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B••••• D• S• L••• B••collective trustB•• M•••••Pooled vehicles$7.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023E• T•••••••• I•••••••••collective trustB•• M•••••Pooled vehicles$292,459 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B••• M••••• D• S• S•••• I•••• F•••collective trustB•• M•••••Public equity$4.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B••••• D• S• I••• S••collective trustB•• M•••••Pooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B••• M••••• D• S• E••••••• M••••••collective trustB•• M•••••Public equity$962,244 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023E• D• S•••• C•• S•••• I•••• F•••collective trustB•• M•••••Public equity$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023M•••••• P••••• S••••••• A•••••••separate accountB••••••••• L••• I•••••••• C••••••Pooled vehicles$74,701 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B••••• D• S• L• C••••• B••collective trustB•• M•••••Private credit$46.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B••••• D• S• I•• G••• B••collective trustB•• M•••••Pooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B••••• D• S• L••• B••collective trustB•• M•••••Pooled vehicles$8.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022E• T•••••••• I•••••••••collective trustB•• M•••••Pooled vehicles$359,404 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B••• M••••• D• S• S•••• I•••• F•••collective trustB•• M•••••Public equity$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B••••• D• S• I••• S••collective trustB•• M•••••Pooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B••• M••••• D• S• E••••••• M••••••collective trustB•• M•••••Public equity$902,644 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022E• D• S•••• C•• S•••• I•••• F•••collective trustB•• M•••••Public equity$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022M•••••• P••••• S••••••• A•••••••separate accountB••••••••• L••• I•••••••• C••••••Pooled vehicles$64,353 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B••••• D• S• L• C••••• B••collective trustB•• M•••••Private credit$42.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B••••• D• S• I•• G••• B••collective trustB•• M•••••Pooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B••••• D• S• L••• B••collective trustB•• M•••••Pooled vehicles$7.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$61.9M Dec 31, 2024 reported Form 5500
$64.5M (2023-12) · $59.9M (2022-12)
Plan assets
$64.4M Jan 1, 2024 reported Form 5500
$59.8M (2023-01) · $80.6M (2022-01)
Net assets
$61.9M Dec 31, 2024 reported Form 5500
$64.4M (2023-12) · $59.9M (2022-12)
Funded ratio
84.8% Jan 1, 2024 reported Form 5500
80.0% (2023-01) · 80.0% (2022-01)
Funding target
$73.5M Jan 1, 2024 reported Form 5500
$71.7M (2023-01) · $67.9M (2022-01)
Discount rate
5.12% Jan 1, 2024 reported Form 5500
5.26% (2023-01) · 5.44% (2022-01)
Participants
947 Jan 1, 2024 reported Form 5500
949 (2023-01) · 930 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$2.2M Dec 31, 2024 reported Form 5500
$1.6M (2023-12) · $985,639 (2022-12)
Net investment income
$-2.6M Dec 31, 2024 reported Form 5500
$4.6M (2023-12) · $-20.8M (2022-12)
Investment management fees
$123,377 Dec 31, 2024 reported Form 5500
$100,520 (2023-12) · $108,115 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024947$64.4M$73.5M84.8%$61.9Mn/an/an/a
2023 to Dec 31, 2023949$59.8M$71.7M80.0%$64.5Mn/an/an/a
2022 to Dec 31, 2022930$80.6M$67.9M80.0%$59.9Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • M••••••• codes 11 15 16 50 99 $161,709 PY2024
  • The B••• o• N•• Y••• M••••• codes 19 21 28 50 51 52 62 99 $123,377 PY2024
  • B••• M••••• D• S• S•••• I•••• F••• Sched. D C $4.0M PY2024
  • B••• M••••• Db Sl I••• S•••• I•••• Sched. D C $1.2M PY2024
  • B••• M••••• Db Sl Emerg Mrkts Sif Sched. D C $906,821 PY2024
  • B••• M••••• Db Sl S•••• Cap Sif Sched. D C $2.1M PY2024
  • E• T•••••••• I••••••••• Fund Sched. D C $295,878 PY2024
  • B••• M••••• Db Sl L••• Term Credit Sched. D C $44.3M PY2024
  • DB Sl Intermediate G••• Bond I•••• Sched. D C $1.3M PY2024
  • DB Sl L••• Bond I•••• Fund Sched. D C $7.6M PY2024
  • M•••••• P••••• S••••••• A••••••• Sched. D P $89,928 PY2024
  • M••••••• codes 11 PY2024
  • M••••••• codes 11 15 16 50 99 $156,686 PY2023
  • The B••• o• N•• Y••• M••••• codes 19 21 28 50 51 52 62 99 $100,520 PY2023
  • B••• M••••• Db Sl Emerg Mrkts Sif Sched. D C $962,244 PY2023
  • E• T•••••••• I••••••••• Fund Sched. D C $292,459 PY2023
  • B••• M••••• D• S• S•••• I•••• F••• Sched. D C $4.1M PY2023
  • B••• M••••• Db Sl I••• S•••• I•••• Sched. D C $1.2M PY2023
  • B••• M••••• Db Sl S•••• Cap Sif Sched. D C $2.3M PY2023
  • M•••••• P••••• S••••••• A••••••• Sched. D P $74,701 PY2023
  • B••• M••••• Db Sl L••• Term Credit Sched. D C $46.2M PY2023
  • DB Sl Intermediate G••• Bond I•••• Sched. D C $1.2M PY2023
  • DB Sl L••• Bond I•••• Fund Sched. D C $8.0M PY2023
  • M••••••• codes 11 PY2023
  • M••••• Hr Consulting LLC codes 11 16 50 65 99 $270,928 PY2022
  • The B••• o• N•• Y••• M••••• codes 19 21 28 50 51 52 62 99 $108,118 PY2022
  • M••••••• codes 11 15 16 50 99 $21,444 PY2022
  • B••• M••••• Db Sl Emerg Mrkts Sif Sched. D C $902,644 PY2022
  • DB Sl Intermediate G••• Bond I•••• Sched. D C $1.2M PY2022
  • E• T•••••••• I••••••••• Fund Sched. D C $359,404 PY2022
  • B••• M••••• D• S• S•••• I•••• F••• Sched. D C $3.9M PY2022
  • B••• M••••• Db Sl I••• S•••• I•••• Sched. D C $1.2M PY2022
  • DB Sl L••• Bond I•••• Fund Sched. D C $7.4M PY2022
  • B••• M••••• Db Sl S•••• Cap Sif Sched. D C $2.1M PY2022
  • M•••••• P••••• S••••••• A••••••• Sched. D P $64,353 PY2022
  • B••• M••••• Db Sl L••• Term Credit Sched. D C $42.7M PY2022
  • M••••••• codes 11 PY2022
What changed
3 events
  • Jan 1, 2024Funded status changed
    A••• C••••••••• P•••••• P••• funded ratio 80.0% -> 84.8% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    M••••• Hr Consulting LLC no longer appears on A••• C••••••••• P•••••• P•••'s Schedule C as general consultant (plan year 2023 vs 2022)
    with M•••••askebsa.dol.gov
  • Jan 1, 2023Assets changed
    A••• C••••••••• P•••••• P••• plan assets $81M -> $60M (-25.8%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 223615964-001
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.