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
K••••••••• C••••••••• P•••••• P•••
Corporate pensionNeenah, WI
Assets
$872M
Total assets, Dec 31, 2024 reported
Funded
81.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
13
none on the tape
Plan sponsor: K••••••••• C•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Non-interest-bearing cash 0.1%
- C•••••••• debt instruments (other) 40.2%
- U.S. Government securities 12.6%
- Common/collective trusts 41.7%
- Common stock 2.9%
Consultants and advisers
5 firms
- C••••• W••• General consultantthrough Dec 31, 2022 Form 5500
- B•••••••• I••••••••• T•••• C•••• Trusteethrough Dec 31, 2022 Form 5500
- T••••• W••••• P••••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- B••• o• N•• Y••• M••••• Trusteethrough Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- B•••••••• L••• D••••••• C••••••••3 rows, latest Dec 31, 2024
- N••••••• T•••• C••••••••• E••• I•••3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- N••••••• T•••• I•••••••••plan years 2022
- F•••• S•••••• I••••••••plan years 2022
- L•••• • G•••••• I•• M••• A••••••plan years 2022
- N••• I••••••••• A•••••••• L••plan years 2022
Commitments
13 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, 2024 | L••• D••••••• C•••••••• C••••• S•••collective trust | B•••••••• L••• D••••••• C•••••••• | Private credit | $113M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | N• C••• L••• T••• G•• B•• I•• F• N•collective trust | N••••••• T•••• C••••••••• E••• I••• | Pooled vehicles | $87.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | B•••••••• M••• A••• E•••• I•• N• F•collective trust | B•••••••• I••••••••• Trust Company, N.A. | Pooled vehicles | $75.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | N• C••••••••• H••• Y•••• B••• F•••collective trust | N••••••• T•••• I•••••••••, Inc. | Fixed income | $26.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | I••••••••• D••••••• C••• N• F•••collective trust | B•••••••• I••••••••• Trust Company, N.A. | Pooled vehicles | $61.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | L••• D••••••• C•••••••• C••••• S•••collective trust | B•••••••• L••• D••••••• C•••••••• | Private credit | $192M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | N• C••• L••• T••• G•• B•• I•• F• N•collective trust | N••••••• T•••• C••••••••• E••• I••• | Pooled vehicles | $85.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | B•••••••• M••• A••• E•••• I•• N• F•collective trust | B•••••••• I••••••••• Trust Company, N.A. | Pooled vehicles | $81.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | N• C••••••••• H••• Y•••• B••• F•••collective trust | N••••••• T•••• I•••••••••, Inc. | Fixed income | $23.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | L••• D••••••• C•••••••• C••••• S•••collective trust | B•••••••• L••• D••••••• C•••••••• | Private credit | $191M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | B•••••••• M••• A••• E•••• I•• N• F•collective trust | B•••••••• I••••••••• Trust Company, N.A. | Pooled vehicles | $92.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | N• C••• L••• T••• G•• B•• I•• F• N•collective trust | N••••••• T•••• C••••••••• E••• I••• | Pooled vehicles | $71.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | N• C••••••••• H••• Y•••• B••• F•••collective trust | N••••••• T•••• I•••••••••, Inc. | Fixed income | $31.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
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 | 9,766 | $967M | $1.0B | 81.7% | $872M | $0 | n/a | n/a |
| 2023 to Dec 31, 2023 | 10,207 | $1.0B | $1.1B | 80.0% | $970M | $193M | n/a | n/a |
| 2022 to Dec 31, 2022 | 10,953 | $1.5B | $1.1B | 91.1% | $1.0B | $197M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- FID Inv Inst Ops Co LLC codes 15 50 $697,385 PY2024
- N••• I••••••••• A•••••••• L•• codes 28 50 51 $283,270 PY2024
- L•••• & G•••••• Inv M•••, A•••••• codes 28 50 51 $274,039 PY2024
- The B••• o• N•• Y••• M••••• codes 21 28 50 51 $178,113 PY2024
- B•••••••• Inst. Trust Co., Na codes 21 24 28 50 51 $176,671 PY2024
- T••••• W••••• P••••••••• I••• codes 11 50 $148,700 PY2024
- F•••• S•••••• I•••••••• codes 28 50 51 $125,572 PY2024
- BDO USA, P.C. codes 10 50 $56,000 PY2024
- C••••• W••• codes 16 50 $13,020 PY2024
- N••••••• T•••• I••••••••• codes 28 50 51 $-855,239 PY2024
- N• C••• L••• T••• G•• B•• I•• F• N• Sched. D C $87.5M PY2024
- L••• D••••••• Corp Credit Nl Fund Sched. D C $113M PY2024
- B•••••••• M••• A••• E•••• I•• N• F• Sched. D C $75.0M PY2024
- Ntcc H•••-Y•••• B••• Fund Febt Sched. D C $26.7M PY2024
- B•••••••• Intm D••••••• Credit Sched. D C $61.6M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- L•••• & G•••••• Inv M•••, A•••••• codes 28 50 51 $880,282 PY2023
- N••• I••••••••• A•••••••• L•• codes 28 50 51 $732,009 PY2023
- FID Inv Inst Ops Co LLC codes 15 50 $616,061 PY2023
- N••••••• T•••• I••••••••• codes 28 50 51 $314,400 PY2023
- B•••••••• Inst. Trust Co., Na codes 21 24 28 50 51 $246,007 PY2023
- The B••• o• N•• Y••• M••••• codes 21 28 50 51 $221,952 PY2023
- T••••• W••••• P••••••••• I••• codes 11 50 $163,100 PY2023
- F•••• S•••••• I•••••••• codes 28 50 51 $142,785 PY2023
- BDO USA, P.C. codes 10 50 $54,000 PY2023
- L••• D••••••• Corp Credit Nl Fund Sched. D C $192M PY2023
- N• C••• L••• T••• G•• B•• I•• F• N• Sched. D C $85.4M PY2023
- B•••••••• M••• A••• E•••• I•• N• F• Sched. D C $81.0M PY2023
- Ntcc H•••-Y•••• B••• Fund Febt Sched. D C $23.1M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- N••••••• T•••• I••••••••• codes 28 50 51 $1.3M PY2022
- FID Inv Inst Ops Co LLC codes 15 50 $804,685 PY2022
- N••• I••••••••• A•••••••• L•• codes 28 50 51 $379,962 PY2022
- F•••• S•••••• I•••••••• codes 28 50 51 $205,857 PY2022
- B•••••••• Inst. Trust Co., Na codes 21 24 28 50 51 $195,506 PY2022
- L•••• & G•••••• Inv M•••, A•••••• codes 28 50 51 $173,154 PY2022
- T••••• W••••• P••••••••• I••• codes 11 50 $138,700 PY2022
- The B••• o• N•• Y••• M••••• codes 21 28 50 51 $124,985 PY2022
- BDO USA, LLP codes 10 50 $54,000 PY2022
- C••••• W••• codes 16 50 $26,846 PY2022
- L••• D••••••• Corp Credit Nl Fund Sched. D C $191M PY2022
- B•••••••• M••• A••• E•••• I•• N• F• Sched. D C $92.6M PY2022
- N• C••• L••• T••• G•• B•• I•• F• N• Sched. D C $71.1M PY2022
- Ntcc H•••-Y•••• B••• Fund Febt Sched. D C $31.2M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
6 events
- Dec 31, 2024Holding startedK••••••••• C••••••••• P•••••• P••• first reports an interest in I••••••••• D••••••• C••• N• F•••: $62M at 2024-12-31with I••••••••• D••••••• C••• N• F•••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceC••••• W••• appears on K••••••••• C••••••••• P•••••• P•••'s Schedule C as general consultant (plan year 2024 vs 2023)with C••••• W•••askebsa.dol.gov
- Dec 31, 2024Assets changedK••••••••• C••••••••• P•••••• P••• total assets $970M -> $872M (-10.1%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Consultant changedinferenceC••••• W••• no longer appears on K••••••••• C••••••••• P•••••• P•••'s Schedule C as general consultant (plan year 2023 vs 2022)with C••••• W•••askebsa.dol.gov
- Jan 1, 2023Funded status changedK••••••••• C••••••••• P•••••• P••• funded ratio 91.1% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedK••••••••• C••••••••• P•••••• P••• plan assets $1.5B -> $1.0B (-32.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390394230-001
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.