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
B•• R••••••••• P•••
Corporate pensionPhoenix, AZ
Assets
$2.8M
Total assets, Dec 31, 2024 reported
Funded
86.8%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: B••••••••• I••••••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 97.1%
- Non-interest-bearing cash 0.8%
Consultants and advisers
7 firms
- A•• I••••••••• U•• I•• Pension consultantthrough Dec 31, 2023 Form 5500
- A•• H••••• I••••••••• C••••••••• I• Pension consultantthrough Dec 31, 2022 Form 5500
- C••••••••• P•••••••• L•• General consultantthrough Dec 31, 2022 Form 5500
- A•• Actuarythrough Dec 31, 2023 Form 5500
- A•• C••••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- N••• I••••••••• A•••••••• L•• Trusteethrough Dec 31, 2022 Form 5500
- S•••• S••••• B••• • T•••• C•••••• Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- A•• I••••••••• U•• I••plan years 2024
- N••• I••••••••• A•••••••• L••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
28 readings
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 | 5,111 | n/a | n/a | n/a | $2.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 5,438 | $179M | $173M | 86.8% | $171M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 5,675 | $222M | $173M | 109.7% | $179M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- A•• C••••••••• I••• codes 11 50 $867,098 PY2024
- A•• I••••••••• U•• I•• codes 14 28 50 $482,531 PY2024
- C••••••••• Partners LLC codes 16 50 $66,306 PY2024
- State S••••• Trust codes 18 50 $60,848 PY2024
- Cbiz CPAS P.C. codes 10 50 $26,300 PY2024
- A•• I••••••••• U•• I•• codes 17 28 50 $703,106 PY2023
- A•• C••••••••• I••• codes 11 50 $602,815 PY2023
- N••• I••••••••• A•••••••• L•• codes 28 50 $140,188 PY2023
- C••••••••• Partners LLC codes 16 50 $133,750 PY2023
- State S••••• Trust codes 18 50 $76,888 PY2023
- Cbiz CPAS P.C. codes 10 50 $25,250 PY2023
- A•• C••••••••• I••• codes 11 PY2023
- AON H••••• Investment Consultants codes 17 28 50 $601,185 PY2022
- N••• I••••••••• A•••••••• L•• codes 21 50 $124,821 PY2022
- C••••••••• Partners LLC codes 16 50 $114,236 PY2022
- State S••••• Trust codes 18 50 $92,435 PY2022
- Mayer Hoffman Mccann PC codes 10 50 $23,750 PY2022
- AON Large Cap Equity Index Fund Sched. D C PY2022
- AON Long Credit Bond Fund Sched. D C PY2022
- AON Intermediate Credit Bond Fund Sched. D C PY2022
- AON Mid Duration Long Credit Bond F Sched. D C PY2022
- AON US Long Govt Bond Index Fund Sched. D C PY2022
- AON US Intermediate Govt Bond Index Sched. D C PY2022
- AON Small Cap Equity Index Fund Sched. D C PY2022
- AON Non-Us Equity Index Fund Sched. D C PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
7 events
- Dec 31, 2024Manager relationship endedinferenceN••• I••••••••• A•••••••• L•• no longer appears on B•• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with N••• I••••••••• A•••••••• L••askebsa.dol.gov
- Dec 31, 2024Assets changedB•• R••••••••• P••• total assets $171M -> $3M (-98.4%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Manager relationship startedA•• I••••••••• U•• I•• appears on B•• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with A•• I••••••••• U•• I••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceAON H••••• Investment Consultants no longer appears on B•• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with A•• H••••• I••••••••• C••••••••• I•askebsa.dol.gov
- Dec 31, 2023Manager relationship startedN••• I••••••••• A•••••••• L•• appears on B•• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with N••• I••••••••• A•••••••• L••askebsa.dol.gov
- Jan 1, 2023Funded status changedB•• R••••••••• P••• funded ratio 109.7% -> 86.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedB•• R••••••••• P••• plan assets $222M -> $179M (-19.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 741673682-002
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.