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
E•••••• L•••• a•• T•••• S••••••• I••• P•••• P•••••• F••• • D•••••
Corporate pensionD•••••, OH
Assets
$1.1M
Total assets, Dec 31, 2024 reported
Funded
152.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: E•••••• L•••• a•• T•••• S••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.1%
- Corporate debt instruments (other) 1.4%
- U.S. Government securities 21.0%
- Registered investment companies 17.2%
- Common stock 56.9%
Consultants and advisers
2 firms
- I••••• R••••••••• G•••• Actuarythrough Dec 31, 2022 Form 5500
- D•••••••• A••••••• S•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- M••••• S••••••plan years 2022
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
31 readings
Investment management fees
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 Dec 31, 2024 | 124 | $1.1M | $703,240 | 152.7% | $1.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 126 | $1.1M | $734,797 | 141.3% | $1.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 120 | $1.4M | $724,952 | 182.8% | $1.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••• S•••••• codes 28 $15,744 PY2024
- The Retirement Plan Company codes 11 $9,945 PY2024
- The Retirement Plan Company codes 11 PY2024
- M••••• S•••••• codes 28 $19,429 PY2023
- The Retirement Plan Company codes 11 $9,730 PY2023
- The Retirement Plan Company codes 11 PY2023
- M••••• S•••••• codes 28 $11,851 PY2022
- The Retirement Plan Company codes 11 $9,810 PY2022
- I••••• R••••••••• G••••. codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedE•••••• L•••• a•• T•••• S••••••• I••• P•••• P•••••• F••• • D••••• funded ratio 141.2% -> 152.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedE•••••• L•••• a•• T•••• S••••••• I••• P•••• P•••••• F••• • D••••• funded ratio 182.8% -> 141.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedE•••••• L•••• a•• T•••• S••••••• I••• P•••• P•••••• F••• • D••••• plan assets $1M -> $1M (-21.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 310512911-002
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.