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
S••••••• R••••••••• P•••
Corporate pensionMemphis, TN
Assets
$70.6M
Total assets, Dec 31, 2024 reported
Funded
94.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: S••••••• C••••• M••••••••• S•••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.9%
- U.S. Government securities 22.4%
- Registered investment companies 71.7%
Consultants and advisers
2 firms
- B••• o• A•••••• Trusteethrough Dec 31, 2022 Form 5500
- M••••• 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)
- M•••••• L••••••••• • S••••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
32 readings
Investment management fees
$307,035 (2023-12) · $320,167 (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 | 2,025 | $69.2M | $73.0M | 94.9% | $70.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,089 | $63.5M | $75.8M | 89.0% | $69.2M | $0 | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,121 | $78.9M | $71.8M | 98.5% | $63.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••• L•••• Pierce, Fenner, S•••• codes 33 51 $348,494 PY2024
- M••••• Human Resource Consulting codes 11 $299,267 PY2024
- B••• o• A•••••• codes 21 $27,883 PY2024
- M••••• codes 11 PY2024
- M••••• Human Resource Consulting codes 11 $333,165 PY2023
- M•••••• L•••• Pierce, Fenner, S•••• codes 33 51 $307,124 PY2023
- B••• o• A•••••• codes 21 $43,169 PY2023
- M••••• codes 11 PY2023
- M•••••• L••••-Pierce, Fenner, S•••• codes 33 51 $320,533 PY2022
- M••••• Human Resource Consulting codes 11 $293,176 PY2022
- B••• o• A•••••• codes 21 $27,482 PY2022
- M••••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedS••••••• R••••••••• P••• funded ratio 89.0% -> 94.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedS••••••• R••••••••• P••• funded ratio 98.5% -> 89.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedS••••••• R••••••••• P••• plan assets $79M -> $64M (-19.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 362685608-002
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.