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
E•••••• N••••••• P•••••• P•••
Corporate pensionFort Washington, PA
Assets
n/a
Total assets, Oct 31, 2023 reported
Funded
91.8%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: E•••••• N•••••••
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Interest-bearing cash 17.3%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 8.4%
- Corporate debt instruments (preferred) 7.7%
- U.S. Government securities 20.4%
- Other investments 17.6%
- Registered investment companies 5.1%
- Common stock 21.9%
Consultants and advisers
4 firms
- M•••••• L••••••••• • S•••• Custodianthrough Oct 31, 2023 Form 5500
- B••• o• A•••••• Trusteethrough Oct 31, 2023 Form 5500
- T•• A••••• P•••••• G••••• I••• Actuarythrough Oct 31, 2023 Form 5500
- T•• M•••••• C•••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- B••• o• A••••••plan years 2022
- U•••••• N••••••• B••• • 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
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Oct 31, 2023 | 294 | $11.5M | $13.4M | 91.8% | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 303 | $14.0M | $13.6M | 96.4% | $11.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••• L•••• codes 19 27 28 50 60 62 $29,776 PY2023
- B••• o• A•••••• codes 21 $4,691 PY2023
- T•• A••••• P•••••• G••••• I••• codes 11 PY2023
- U•••••• N••••••• B••• • T•••• C• codes 28 $48,820 PY2022
- T•• M•••••• C•••••• codes 11 $35,200 PY2022
- B••• o• A•••••• codes 28 $3,656 PY2022
- T•• M•••••• C•••••• codes 11 PY2022
What changed
6 events
- Dec 31, 2023Manager relationship endedinferenceU•••••• N••••••• B••• • T•••• C• no longer appears on E•••••• N••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with U•••••• N••••••• B••• • T•••• C•askebsa.dol.gov
- Dec 31, 2023Manager relationship startedM•••••• L•••• appears on E•••••• N••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with M•••••• L••••••••• • S••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceB••• o• A•••••• no longer appears on E•••••• N••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with B••• o• A••••••askebsa.dol.gov
- Oct 31, 2023Assets changedE•••••• N••••••• P•••••• P••• total assets $11M -> $0 (-100.0%, 2022-12-31 to 2023-10-31)
- Jan 1, 2023Funded status changedE•••••• N••••••• P•••••• P••• funded ratio 96.4% -> 91.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedE•••••• N••••••• P•••••• P••• plan assets $14M -> $11M (-18.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231401703-001
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.