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
V••••• C•••••• D•••••• B•••••• P•••••• P•••
Corporate pensionPoughkeepsie, NY
Assets
$58.5M
Total assets, Jun 30, 2025 reported
Funded
81.9%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
3
none on the tape
Plan sponsor: V••••• C••••••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Common/collective trusts 27.2%
- Registered investment companies 71.7%
Consultants and advisers
2 firms
- T••••••••• Trusteethrough Jun 30, 2023 Form 5500
- M••••• Actuarythrough Jun 30, 2023 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
- T•••••••••3 rows, latest Jun 30, 2025
Commitments
3 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 Jun 30, 2025 | T••••••••• C••••••••• T•••• F••••collective trust | T••••••••• | Pooled vehicles | $15.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | T••••••••• C••••••••• T•••• F••••collective trust | T••••••••• | Pooled vehicles | $14.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | T••••••••• C••••••••• T•••• F••••collective trust | T••••••••• | Pooled vehicles | $12.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 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 Jun 30, 2025 | 635 | $52.9M | $53.9M | 81.9% | $58.5M | $0 | n/a | n/a |
| 2023 to Jun 30, 2024 | 636 | $48.3M | $51.9M | 86.1% | $52.9M | $0 | n/a | n/a |
| 2022 to Jun 30, 2023 | 636 | $41.6M | $49.3M | 87.6% | $48.3M | $0 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- T••••••••• codes 21 $5,848 PY2024
- Diversified C••••••••• Trust Funds Sched. D C $15.9M PY2024
- M••••• codes 11 PY2024
- T••••••••• codes 21 $5,966 PY2023
- Diversified C••••••••• Trust Funds Sched. D C $14.2M PY2023
- M••••• codes 11 PY2023
- T••••••••• codes 21 $6,068 PY2022
- Diversified C••••••••• Trust Funds Sched. D C $12.3M PY2022
- M••••• codes 11 PY2022
What changed
3 events
- Jun 30, 2025Assets changedV••••• C•••••• D•••••• B•••••• P•••••• P••• total assets $53M -> $59M (+10.5%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedV••••• C•••••• D•••••• B•••••• P•••••• P••• funded ratio 86.1% -> 81.9% (2023-07-01 to 2024-07-01)
- Jul 1, 2023Assets changedV••••• C•••••• D•••••• B•••••• P•••••• P••• plan assets $42M -> $48M (+15.9%, 2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 141338587-001
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.