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••••• I••••••••• P•••••• P•••
Corporate pensionCary, NC
Assets
$38.8M
Total assets, Dec 31, 2025 reported
Funded
113.7%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
16
none on the tape
Plan sponsor: C••••• I•••••••••
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Non-interest-bearing cash 0.5%
- Common/collective trusts 61.7%
- Registered investment companies 33.9%
Consultants and advisers
1 firms
- C•••••• Actuarythrough Dec 31, 2025 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- L•••• a•• G••••••16 rows, latest Dec 31, 2025
Commitments
16 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | L••• L•••••••• C•••••••• C•• F•••collective trust | L•••• a•• G•••••• | Pooled vehicles | $14.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | L•• L••• L•••••••• T••••••• C••collective trust | L•••• a•• G•••••• | Fixed income | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | L•• L•••••••• T••••••• C•• F•••collective trust | L•••• a•• G•••••• | Fixed income | $6.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | L•• L•••••••• C••• C•• F•••collective trust | L•••• a•• G•••••• | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | L••• L•••••••• C•••••••• C•• F•••collective trust | L•••• a•• G•••••• | Pooled vehicles | $13.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | L•• L••• L•••••••• T••••••• C••collective trust | L•••• a•• G•••••• | Fixed income | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | L•• L•••••••• T••••••• C•• F•••collective trust | L•••• a•• G•••••• | Fixed income | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | L•• L•••••••• C••• C•• F•••collective trust | L•••• a•• G•••••• | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | L••• L•••••••• C•••••••• C•• F•••collective trust | L•••• a•• G•••••• | Pooled vehicles | $12.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | L•• L••• L•••••••• T••••••• C••collective trust | L•••• a•• G•••••• | Fixed income | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | L•• L•••••••• T••••••• C•• F•••collective trust | L•••• a•• G•••••• | Fixed income | $4.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | L•• L•••••••• C••• C•• F•••collective trust | L•••• a•• G•••••• | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | L••• L•••••••• C•••••••• C•• F•••collective trust | L•••• a•• G•••••• | Pooled vehicles | $10.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | L•• L••• L•••••••• T••••••• C••collective trust | L•••• a•• G•••••• | Fixed income | $633,298 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | L•• L•••••••• T••••••• C•• F•••collective trust | L•••• a•• G•••••• | Fixed income | $5.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | L•• L•••••••• C••• C•• F•••collective trust | L•••• a•• G•••••• | Pooled vehicles | $1.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
40 readings
Total assets
$36.5M (2024-12) · $35.2M (2023-12) · $31.3M (2022-12)
Plan assets
$35.2M (2024-01) · $31.3M (2023-01) · $39.8M (2022-01)
Net assets
$36.5M (2024-12) · $35.2M (2023-12) · $31.3M (2022-12)
Funded ratio
120.3% (2024-01) · 111.8% (2023-01) · 137.7% (2022-01)
Funding target
$27.9M (2024-01) · $27.3M (2023-01) · $25.3M (2022-01)
Discount rate
5.22% (2024-01) · 5.36% (2023-01) · 5.54% (2022-01)
Contributions
$1.8M (2024-12) · $1.8M (2023-12) · $1.7M (2022-12)
Benefits paid
$1.5M (2024-12) · $1.4M (2023-12) · $1.7M (2022-12)
Net investment income
$1.3M (2024-12) · $3.9M (2023-12) · $-8.5M (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 208 | $36.5M | $28.6M | 113.7% | $38.8M | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 205 | $35.2M | $27.9M | 120.3% | $36.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 199 | $31.3M | $27.3M | 111.8% | $35.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 194 | $39.8M | $25.3M | 137.7% | $31.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- L&g L••• L•••••••• Corp Cit Fund Sched. D C $14.6M PY2025
- L&g L••• Liab. T••••••• Cit Fund Sched. D C $1.4M PY2025
- L•• L•••••••• T••••••• C•• F••• Sched. D C $6.1M PY2025
- L•• L•••••••• C••• C•• F••• Sched. D C $1.7M PY2025
- C•••••• codes 11 PY2025
- L•• L•••••••• C••• C•• F••• Sched. D C $1.6M PY2024
- L&g L••• L•••••••• Corp Cit Fund Sched. D C $13.7M PY2024
- L&g L••• Liab. T••••••• Cit Fund Sched. D C $2.7M PY2024
- L•• L•••••••• T••••••• C•• F••• Sched. D C $3.3M PY2024
- C•••••• codes 11 PY2024
- L•• L•••••••• T••••••• C•• F••• Sched. D C $4.4M PY2023
- L&g L••• L•••••••• Corp Cit Fund Sched. D C $12.9M PY2023
- L&g L••• Liab. T••••••• Cit Fund Sched. D C $1.7M PY2023
- L•• L•••••••• C••• C•• F••• Sched. D C $1.6M PY2023
- C•••••• codes 11 PY2023
- L&g L••• L•••••••• Corp Cit Fund Sched. D C $10.7M PY2022
- L&g L••• Liab. T••••••• Cit Fund Sched. D C $633,298 PY2022
- L•• L•••••••• T••••••• C•• F••• Sched. D C $5.3M PY2022
- L•• L•••••••• C••• C•• F••• Sched. D C $1.5M PY2022
- C•••••• codes 11 PY2022
What changed
6 events
- Jan 1, 2025Funded status changedC••••• I••••••••• P•••••• P••• funded ratio 120.3% -> 113.7% (2024-01-01 to 2025-01-01)
- Jan 1, 2024Funded status changedC••••• I••••••••• P•••••• P••• funded ratio 111.8% -> 120.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedC••••• I••••••••• P•••••• P••• plan assets $31M -> $35M (+12.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedC••••• I••••••••• P•••••• P••• total assets $31M -> $35M (+12.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedC••••• I••••••••• P•••••• P••• funded ratio 137.7% -> 111.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedC••••• I••••••••• P•••••• P••• plan assets $40M -> $31M (-21.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 620786018-001
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.