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.

Corporate pension

Deloitte Pension Plan for Independence

Corporate pensionNew York, NY
Assets
$619M
Total assets, Jun 3, 2023 reported
Funded
109.9%
May 29, 2022
Private markets target
n/a
policy Jun 3, 2023
Commitments
0
none on the tape
Plan sponsor: Deloitte
Allocation policy
Form 5500, as of Jun 3, 2023
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
1 firms
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
10 readings
Total assets
$619M Jun 3, 2023 reported Form 5500
Plan assets
$660M May 29, 2022 reported Form 5500
Net assets
$618M Jun 3, 2023 reported Form 5500
Funded ratio
109.9% May 29, 2022 reported Form 5500
Funding target
$522M May 29, 2022 reported Form 5500
Discount rate
5.57% May 29, 2022 reported Form 5500
Participants
12,966 May 29, 2022 reported Form 5500
Contributions
$0 Jun 3, 2023 reported Form 5500
Benefits paid
$27.4M Jun 3, 2023 reported Form 5500
Net investment income
$-68.5M Jun 3, 2023 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2022 to Jun 3, 202312,966$660M$522M109.9%$619Mn/a$619Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135133500-003
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.