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
D••••••• C••••••• I••• R•••••• P•••••• P•••
Corporate pensionBirmingham, AL
Assets
$222M
Total assets, Dec 31, 2024 reported
Funded
112.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: D••••••• C••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.5%
- Corporate debt instruments (other) 9.1%
- U.S. Government securities 9.5%
- Other investments 5.7%
- Registered investment companies 0.3%
- Common stock 73.7%
Consultants and advisers
3 firms
- S•••••••• I••••••••• G•••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- F•••• S•••• T•••• C•••••• Trusteethrough Dec 31, 2022 Form 5500
- N••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- M••••••plan years 2022
- Z•••••• C•••••• M••••••••• L••plan years 2022
- B••••••••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
$743,323 (2023-12) · $839,111 (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 | 1,162 | $204M | $155M | 112.3% | $222M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,191 | $184M | $155M | 111.2% | $204M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,227 | $235M | $155M | 114.2% | $184M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S•••••••• I••••••••• G•••• codes 27 $308,260 PY2024
- Z•••••• C•••••• M••••••••• L•• codes 28 $254,207 PY2024
- B•••••••• codes 28 $159,964 PY2024
- M•••••• codes 28 $123,760 PY2024
- N••• codes 11 $46,135 PY2024
- F•••• S•••• T•••• C•••••• codes 13 21 $36,749 PY2024
- AXA Equitable codes 23 $15,166 PY2024
- Black & Pinckard codes 10 $11,000 PY2024
- N••• codes 11 PY2024
- S•••••••• I••••••••• G•••• codes 27 $279,161 PY2023
- Z•••••• C•••••• M••••••••• L•• codes 28 $273,924 PY2023
- B•••••••• codes 28 $144,989 PY2023
- M•••••• codes 28 $116,171 PY2023
- F•••• S•••• T•••• C•••••• codes 13 21 $36,641 PY2023
- N••• codes 11 $27,225 PY2023
- AXA Equitable codes 23 $16,001 PY2023
- Black & Pinckard codes 10 $10,750 PY2023
- N••• codes 11 PY2023
- S•••••••• I••••••••• G•••• codes 27 $325,242 PY2022
- Zeigler Capital Management, LLC codes 28 $316,970 PY2022
- B•••••••• codes 28 $156,280 PY2022
- M•••••• codes 28 $120,528 PY2022
- N••• codes 11 $39,546 PY2022
- F•••• S•••• T•••• C•••••• codes 13 21 $36,228 PY2022
- AXA Equitable codes 23 $16,637 PY2022
- Black & Pinckard codes 10 $10,750 PY2022
- N••• codes 11 PY2022
What changed
4 events
- Jan 1, 2024Assets changedD••••••• C••••••• I••• R•••••• P•••••• P••• plan assets $184M -> $204M (+10.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedD••••••• C••••••• I••• R•••••• P•••••• P••• total assets $184M -> $204M (+10.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedD••••••• C••••••• I••• R•••••• P•••••• P••• funded ratio 114.2% -> 111.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedD••••••• C••••••• I••• R•••••• P•••••• P••• plan assets $235M -> $184M (-21.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 630653224-001
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.