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
H•••••••• C••••••• I••• P•••••• P•••
Corporate pensionElgin, SC
Assets
$17.8M
Total assets, Dec 31, 2024 reported
Funded
89.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: W••••••• U• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.4%
- Non-interest-bearing cash 0.0%
- Registered investment companies 98.5%
Consultants and advisers
5 firms
- P••••• C•••••• A••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- F••••••• M••••••••• General consultantthrough Dec 31, 2022 Form 5500
- F••••••• I••••••••• General consultantthrough Dec 31, 2022 Form 5500
- M•••••• L••••••••• • S•••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- F••••••• I••••••••• Actuarythrough Dec 31, 2022 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
- F••••••• I••••••••• A•••• M•••1 rows, latest Dec 31, 2022
Commitments
1 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 Dec 31, 2022 | F••• F••••••• R••• H••• I••••• C•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $800,804 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$169,066 (2023-12) · $81,428 (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 | $17.1M | $19.5M | 89.8% | $17.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 149 | $15.6M | $19.8M | 86.7% | $16.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 149 | $20.3M | $19.9M | 96.4% | $15.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P••••• C•••••• A••••••• codes 27 50 $131,993 PY2024
- F••••••• M••••••••• codes 13 14 16 17 24 50 $57,521 PY2024
- Grant Thornton codes 10 $19,000 PY2024
- FID Inv Instl Ops codes 15 50 $6,557 PY2024
- F••••••• I••••••••• codes 11 PY2024
- P••••• C•••••• A••••••• codes 27 50 $169,066 PY2023
- F••••••• M••••••••• codes 13 14 16 17 24 50 $62,042 PY2023
- Grant Thornton codes 10 $18,700 PY2023
- FID Inv Instl Ops codes 15 50 $11,291 PY2023
- F••• F••••••• R••• H••• I••••• C••• Sched. D C PY2023
- F••••••• I••••••••• codes 11 PY2023
- P••••• C•••••• A••••••• codes 27 50 $81,428 PY2022
- F••••••• M••••••••• codes 13 14 16 17 24 50 $50,798 PY2022
- Grant Thornton codes 10 $17,000 PY2022
- FID Inv Instl Ops codes 16 17 50 $11,833 PY2022
- M•••••• L••••, Pierce, Fenner & Smi codes 27 28 33 50 51 52 59 60 62 71 $2,950 PY2022
- F••• F••••••• R••• H••• I••••• C••• Sched. D C $800,804 PY2022
- F••••••• I••••••••• codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedH•••••••• C••••••• I••• P•••••• P••• funded ratio 86.7% -> 89.8% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceFID Inv Instl Ops no longer appears on H•••••••• C••••••• I••• P•••••• P•••'s Schedule C as general consultant (plan year 2023 vs 2022)with F••••••• I•••••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceM•••••• L••••, Pierce, Fenner & Smi no longer appears on H•••••••• C••••••• I••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with M•••••• L••••••••• • S••••askebsa.dol.gov
- Jan 1, 2023Funded status changedH•••••••• C••••••• I••• P•••••• P••• funded ratio 96.4% -> 86.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedH•••••••• C••••••• I••• P•••••• P••• plan assets $20M -> $16M (-23.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 570485226-002
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.