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
S•••••• F•••••• C••••• U•••• R••••••••• P•••••• P•••
Corporate pensionPortsmouth, NH
Assets
$54.9M
Total assets, Dec 31, 2024 reported
Funded
147.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: S•••••• F•••••• C••••• U••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.7%
- Corporate debt instruments (other) 36.7%
- U.S. Government securities 27.5%
- Other investments 2.8%
- Registered investment companies 30.8%
Consultants and advisers
6 firms
- C••••••• M••••••••• I••••• S•• C••• Investment adviser (plan)through Dec 31, 2024 Form 5500
- T••••••• R••••••••• P•••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- T••••••••• R••••••••• S•••••••• Actuarythrough Dec 31, 2024 Form 5500
- T•• A••••• P•••••• G••••• I••• Actuarythrough Dec 31, 2023 Form 5500
- C••• M••••• G•••• Actuarythrough Dec 31, 2022 Form 5500
- C••• L••• I•••••••• C•••••• 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)
- T••••••••• R••••••••• S••••••••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
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 | 571 | $53.1M | $35.9M | 147.5% | $54.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 583 | $47.3M | $32.1M | 146.9% | $53.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 612 | $58.9M | $30.4M | 193.1% | $47.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- T••••••••• R••••••••• S•••••••• codes 11 12 15 28 38 50 59 61 62 63 64 $122,196 PY2024
- C••••••• M••••••••• I••••• S•• C••• codes 27 50 $51,668 PY2024
- National Financial S••••••s codes 33 71 PY2024
- T•• A••••• P•••••• G••••• I••• codes 11 PY2024
- National Financial S••••••s codes 33 71 PY2023
- T••••••••• R••••••••• S•••••••• codes 12 15 28 38 59 61 62 63 64 PY2023
- T•• A••••• P•••••• G••••• I••• codes 11 PY2023
- C••• L••• I•••••••• C•••••• codes 11 15 17 38 $198,824 PY2022
- T••••••• R••••••••• P•••••• codes 20 27 51 $6,672 PY2022
- C••• M••••• Retirement Pension Fund Sched. D C PY2022
- C••• M••••• G•••• codes 11 PY2022
What changed
8 events
- Dec 31, 2024Consultant changedinferenceC••••••• M••••••••• I••••• S•• C••• appears on S•••••• F•••••• C••••• U•••• R••••••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with C••••••• M••••••••• I••••• S•• C•••askebsa.dol.gov
- Jan 1, 2024Assets changedS•••••• F•••••• C••••• U•••• R••••••••• P•••••• P••• plan assets $47M -> $53M (+12.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedT••••••••• R••••••••• S•••••••• appears on S•••••• F•••••• C••••• U•••• R••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with T••••••••• R••••••••• S••••••••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceT••••••• R••••••••• P•••••• no longer appears on S•••••• F•••••• C••••• U•••• R••••••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with T••••••• R••••••••• P••••••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceC••• L••• I•••••••• C•••••• no longer appears on S•••••• F•••••• C••••• U•••• R••••••••• P•••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with C••• L••• I•••••••• C••••••askebsa.dol.gov
- Dec 31, 2023Assets changedS•••••• F•••••• C••••• U•••• R••••••••• P•••••• P••• total assets $47M -> $53M (+12.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedS•••••• F•••••• C••••• U•••• R••••••••• P•••••• P••• funded ratio 193.1% -> 146.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedS•••••• F•••••• C••••• U•••• R••••••••• P•••••• P••• plan assets $59M -> $47M (-19.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 020240752-022
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.