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
F•••• C••••••••• E••••••••• P•••••• P•••
Corporate pensionCollierville, TN
Assets
$27B
Total assets, May 31, 2025 reported
Funded
86.7%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
0
none on the tape
Plan sponsor: F•••• C•••••••••
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
- Insurance company general account 0.0%
- Master trust investment accounts 99.0%
Consultants and advisers
7 firms
- P•• U• T•• L•• General consultantthrough May 31, 2025 Form 5500
- F•••••• Investment adviser (plan)through May 31, 2024 Form 5500
- P••••••••• L•• General consultantthrough May 31, 2023 Form 5500
- T••••• W••••• General consultantthrough May 31, 2023 Form 5500
- M••••• Actuarythrough May 31, 2023 Form 5500
- S•••• S••••• B••• • T•••• C•••••• Custodianthrough May 31, 2023 Form 5500
- A••••• S•••••••• L•• Actuarythrough May 31, 2023 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)
- P••••••••• A•••• M•••••••••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
33 readings
Investment management fees
$37.3M (2024-05) · $80,574 (2023-05)
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 May 31, 2025 | 223,371 | $27B | $26B | 86.7% | $27B | n/a | $27B | n/a |
| 2023 to May 31, 2024 | 232,876 | $26B | $26B | 87.3% | $27B | n/a | $26B | n/a |
| 2022 to May 31, 2023 | 197,170 | $25B | $23B | 101.3% | $26B | n/a | $25B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- A••••• S•••••••• codes 11 50 $7.7M PY2024
- T••••• W••••• codes 16 50 $1.4M PY2024
- M••••• Human Resource Consulting codes 11 50 $663,762 PY2024
- F•••••• codes 27 $316,524 PY2024
- F•••• Office Commercial Press codes 36 50 $138,947 PY2024
- P•• U• T•• L•• codes 16 50 $103,996 PY2024
- Baker Donelson codes 29 50 $15,900 PY2024
- ICE Data Indices codes 72 $9,806 PY2024
- P••••••••• codes 28 $6,032 PY2024
- Metlife codes 23 PY2024
- F•••• Corp E••••••••• Pension Trust Sched. D M $27B PY2024
- M••••• codes 11 PY2024
- A••••• S•••••••• codes 11 50 $8.0M PY2023
- T••••• W••••• codes 16 50 $1.1M PY2023
- State S••••• B••• & Trust codes 19 21 28 50 62 99 $994,011 PY2023
- M••••• Human Resource Consulting codes 11 50 $781,873 PY2023
- P••••••••• L•• codes 16 50 $90,667 PY2023
- P••••••••• codes 28 $82,247 PY2023
- F•••••• codes 27 $24,565 PY2023
- F•••• Office Commercial Press codes 36 50 $6,717 PY2023
- Metlife codes 23 PY2023
- F•••• Corp E••••••••• Pension Trust Sched. D M $26B PY2023
- M••••• codes 11 PY2023
- A••••• S•••••••• codes 11 50 $6.4M PY2022
- T••••• W••••• codes 16 50 $1.0M PY2022
- M••••• Human Resource Consulting codes 11 50 $602,129 PY2022
- F•••• Office Commercial Press codes 36 50 $385,371 PY2022
- State S••••• B••• & Trust codes 19 21 28 50 62 99 $223,413 PY2022
- P••••••••• codes 28 $80,574 PY2022
- P••••••••• L•• codes 16 50 $77,671 PY2022
- ICE Data Indices codes 72 $9,852 PY2022
- Baker Donelson codes 29 $8,518 PY2022
- Metlife codes 23 PY2022
- F•••• Corp E••••••••• Pension Trust Sched. D M $25B PY2022
- M••••• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceP••••••••• L•• no longer appears on F•••• C••••••••• E••••••••• P•••••• P•••'s Schedule C as general consultant (plan year 2024 vs 2023)with P••••••••• L••askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceState S••••• B••• & Trust no longer appears on F•••• C••••••••• E••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with S•••• S••••• B••• • T•••• C••••••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceP•• U• T•• L•• appears on F•••• C••••••••• E••••••••• P•••••• P•••'s Schedule C as general consultant (plan year 2024 vs 2023)with P•• U• T•• L••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceF•••••• appears on F•••• C••••••••• E••••••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with F••••••askebsa.dol.gov
- Jun 1, 2023Funded status changedF•••• C••••••••• E••••••••• P•••••• P••• funded ratio 101.3% -> 87.3% (2022-06-01 to 2023-06-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 621721435-002
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.