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
M•••••••• P•••••• P•••
Corporate pensionDallas, TX
Assets
$16,260
Total assets, Dec 31, 2024 reported
Funded
80.0%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
10
none on the tape
Plan sponsor: M•••••••• I••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 100.0%
Consultants and advisers
4 firms
- P•••••• B••• a•• T•••• C• Investment adviser (plan)through Dec 31, 2022 Form 5500
- A•• H••••• I••••••••• C••••••••• I• Actuarythrough Dec 31, 2022 Form 5500
- W•••• F•••• B•••• N• Custodianthrough Dec 31, 2022 Form 5500
- A•• C••••••••• 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 the commitment tape
From the plan’s own commitment disclosures
- A•• T•••• C•••••• L••10 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- D••••• C•••••• M••••••••• L••plan years 2023
Commitments
10 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, 2023 | A•• H••• Y•••• P••• F•••collective trust | A•• T•••• C•••••• L•• | Fixed income | $16.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | A•• L••• C••••• B••• F•••collective trust | A•• T•••• C•••••• L•• | Private credit | $6.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | 2•• Y• U• S• T•••• S•••••collective trust | A•• T•••• C•••••• L•• | Pooled vehicles | $311,585 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | A•• I••••••••• C••••• B••• F•••collective trust | A•• T•••• C•••••• L•• | Private credit | $356,469 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | A•• M••••••••• C••••• F•••collective trust | A•• T•••• C•••••• L•• | Private credit | $420,036 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | 2•• Y• U• S• T•••• S•••••collective trust | A•• T•••• C•••••• L•• | Pooled vehicles | $874,247 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | A•• I••••••••• C••••• B••• F•••collective trust | A•• T•••• C•••••• L•• | Private credit | $51,435 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | A•• L••• G••••••••• B••• I•••• F•••collective trust | A•• T•••• C•••••• L•• | Fixed income | $6.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | A•• H••• Y•••• P••• F•••collective trust | A•• T•••• C•••••• L•• | Fixed income | $173,547 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | A•• L••• C••••• B••• F•••collective trust | A•• T•••• C•••••• L•• | Private credit | $21.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
29 readings
Investment management fees
$9,122 (2023-12) · $199,436 (2022-12)
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 | 963 | n/a | n/a | n/a | $16,260 | n/a | n/a | $0 |
| 2023 to Dec 31, 2023 | 977 | $35.2M | $39.2M | 80.0% | $33.8M | n/a | n/a | $1.5M |
| 2022 to Dec 31, 2022 | 1,013 | $47.3M | $37.8M | 94.7% | $35.2M | n/a | n/a | $4.5M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Universal Data Corporation codes 15 50 $556,696 PY2024
- AON H••••• codes 11 50 $115,000 PY2024
- D••••• C•••••• M••••••••• L•• codes 28 $28,410 PY2024
- W•••• F•••• B•••• N• codes 19 21 50 $14,763 PY2024
- H••• Y•••• P••• B••• Fund Sched. D C PY2024
- L••• Credit B••• Fund Sched. D C PY2024
- 20+ Year U.S. T••••ury S••••• Fund Sched. D C PY2024
- I••••••••• Credit B••• Fund Sched. D C PY2024
- Universal Data Corporation codes 15 50 $532,592 PY2023
- AON H••••• codes 11 50 $259,500 PY2023
- D••••• C•••••• M••••••••• L•• codes 28 $51,935 PY2023
- W•••• F•••• B•••• N• codes 19 21 50 $12,020 PY2023
- P•••••• B••• a•• T•••• C• codes 27 50 $9,122 PY2023
- H••• Y•••• P••• B••• Fund Sched. D C $16.6M PY2023
- L••• Credit B••• Fund Sched. D C $6.6M PY2023
- 20+ Year U.S. T••••ury S••••• Fund Sched. D C $311,585 PY2023
- I••••••••• Credit B••• Fund Sched. D C $356,469 PY2023
- A•• C••••••••• I••• codes 11 PY2023
- Universal Data Corporation codes 15 50 $328,237 PY2022
- AON H••••• codes 11 50 $222,385 PY2022
- P•••••• B••• a•• T•••• C• codes 27 50 $22,551 PY2022
- W•••• F•••• B•••• N• codes 19 21 50 $11,909 PY2022
- H••• Y•••• P••• B••• Fund Sched. D C $173,547 PY2022
- M••••••••• Credit Fund Sched. D C $420,036 PY2022
- 20+ Year U.S. T••••ury S••••• Fund Sched. D C $874,247 PY2022
- I••••••••• Credit B••• Fund Sched. D C $51,435 PY2022
- L••• Credit B••• Fund Sched. D C $21.6M PY2022
- US L••• Gov B••• I•••• Fund Sched. D C $6.7M PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
7 events
- Dec 31, 2024Consultant changedinferenceP•••••• B••• a•• T•••• C• no longer appears on M•••••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with P•••••• B••• a•• T•••• C•askebsa.dol.gov
- Dec 31, 2024Assets changedM•••••••• P•••••• P••• total assets $34M -> $16,260 (-100.0%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Holding endedinferenceM•••••••• P•••••• P••• no longer reports A•• L••• G••••••••• B••• I•••• F••• (A•• T•••• C•••••• L••) (last held $7M at 2022-12-31; absent from the 2023-12-31 filing)with A•• T•••• C•••••• L••askebsa.dol.gov
- Dec 31, 2023Holding endedinferenceM•••••••• P•••••• P••• no longer reports A•• M••••••••• C••••• F••• (A•• T•••• C•••••• L••) (last held $420,036 at 2022-12-31; absent from the 2023-12-31 filing)with A•• T•••• C•••••• L••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedD••••• C•••••• M••••••••• L•• appears on M•••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with D••••• C•••••• M••••••••• L••askebsa.dol.gov
- Jan 1, 2023Funded status changedM•••••••• P•••••• P••• funded ratio 94.7% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedM•••••••• P•••••• P••• plan assets $47M -> $35M (-25.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 161690064-001
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.