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
W••••••• G••••••• • S••••••• P••• P•••••• P•••
Corporate pensionWoodbridge, NJ
Assets
$11.9M
Total assets, Dec 31, 2024 reported
Funded
95.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: W••••••• G••••••• • S••••••• P•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.7%
- Corporate debt instruments (other) 58.8%
- U.S. Government securities 10.0%
- Registered investment companies 26.3%
Consultants and advisers
3 firms
- F•••• S•••• T•••• C•••••• Investment adviser (plan)through Dec 31, 2023 Form 5500
- O•••••• T•••• C••••••••• L•• Actuarythrough Dec 31, 2024 Form 5500
- T•• M••••••••• G•••• L•• 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)
- F•••• S•••• T•••• C••••••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
$35,310 (2023-12) · $29,411 (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 | 147 | $12.2M | $12.8M | 95.0% | $11.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 150 | $11.2M | $12.8M | 87.1% | $12.2M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 157 | $13.6M | $12.7M | 106.8% | $11.2M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- F•••• S•••• T•••• C•••••• codes 27 $54,736 PY2024
- O•••••• T•••• C••••••••• L•• codes 11 PY2024
- F•••• S•••• T•••• C•••••• codes 27 $35,310 PY2023
- The M••••••••• Group, LLC codes 11 PY2023
- F•••• S•••• T•••• C•••••• codes 28 72 $29,411 PY2022
- The M••••••••• Group, LLC codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedW••••••• G••••••• • S••••••• P••• P•••••• P••• funded ratio 87.1% -> 95.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedW••••••• G••••••• • S••••••• P••• P•••••• P••• funded ratio 106.8% -> 87.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedW••••••• G••••••• • S••••••• P••• P•••••• P••• plan assets $14M -> $11M (-17.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 222292919-046
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.