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••••••••• I••• C••• B•••••• R••••••••• P•••
Corporate pensionStamford, CT
Assets
$50.6M
Total assets, Dec 31, 2024 reported
Funded
93.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: B••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.8%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 3.6%
- Corporate debt instruments (preferred) 3.0%
- U.S. Government securities 11.4%
- Other investments 0.4%
- Registered investment companies 23.1%
- Common stock 53.6%
Consultants and advisers
5 firms
- F•••••••• I••••••••• A•••••••• L•• Pension consultantthrough Dec 31, 2024 Form 5500
- F•••••••• I••••••••• A••••••• Pension consultantthrough Dec 31, 2022 Form 5500
- B••• o• A•••••• Trusteethrough Dec 31, 2022 Form 5500
- A•• C••••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- A•• 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•••••• L••••••••• • 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
33 readings
Investment management fees
$247,074 (2023-12) · $248,311 (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 | 1,069 | $47.5M | $44.9M | 93.4% | $50.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,127 | $40.5M | $41.5M | 94.3% | $47.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,190 | $50.5M | $38.6M | 107.3% | $40.5M | n/a | n/a | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••• L•••• codes 28 50 51 $270,229 PY2024
- AON C••••••••• LLC codes 11 50 $125,153 PY2024
- F•••••••• I••••••••• A•••••••• L•• codes 17 50 $34,460 PY2024
- Crowe Horwath LLP codes 10 50 $26,289 PY2024
- B••• o• A•••••• codes 21 50 $22,908 PY2024
- A•• C••••••••• I••• codes 11 PY2024
- M•••••• L•••• codes 28 50 51 $247,075 PY2023
- AON C••••••••• codes 11 50 $66,255 PY2023
- Crowe LLP codes 10 50 $38,459 PY2023
- F•••••••• I••••••••• A•••••••, LLC codes 17 50 $33,814 PY2023
- B••• o• A•••••• codes 21 50 $20,797 PY2023
- A•• C••••••••• I••• codes 11 PY2023
- M•••••• L•••• codes 28 50 51 $257,527 PY2022
- AON C••••••••• LLC codes 11 50 $98,479 PY2022
- F•••••••• I••••••••• A•••••••, LLC codes 17 50 $33,180 PY2022
- Crowe LLP codes 10 50 $24,334 PY2022
- B••• o• A•••••• codes 21 50 $24,131 PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
6 events
- Dec 31, 2024Consultant changedinferenceF•••••••• I••••••••• A•••••••• L•• appears on B••••••••• I••• C••• B•••••• R••••••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)with F•••••••• I••••••••• A•••••••• L••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceF•••••••• I••••••••• A•••••••, LLC no longer appears on B••••••••• I••• C••• B•••••• R••••••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)with F•••••••• I••••••••• A•••••••askebsa.dol.gov
- Jan 1, 2024Assets changedB••••••••• I••• C••• B•••••• R••••••••• P••• plan assets $40M -> $48M (+17.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedB••••••••• I••• C••• B•••••• R••••••••• P••• total assets $40M -> $48M (+17.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedB••••••••• I••• C••• B•••••• R••••••••• P••• funded ratio 107.3% -> 94.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedB••••••••• I••• C••• B•••••• R••••••••• P••• plan assets $51M -> $40M (-19.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132762485-001
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.