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
T••••••• P••• • S•••• C•••••• P•••••• P•••
Corporate pensionVancouver, WA
Assets
$2.1M
Total assets, Dec 31, 2023 reported
Funded
109.6%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
2
none on the tape
Plan sponsor: N•••••••• P••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Pooled separate accounts 100.0%
Consultants and advisers
2 firms
- S••••••• F•••••••• G•••• Actuarythrough Dec 31, 2022 Form 5500
- S••••••• R••••••••• S••••••• 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
- S••••••• R••••••••• S•••••••2 rows, latest Dec 31, 2023
Commitments
2 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, 2023 | S••••••• A•••••• a•separate account | S••••••• R••••••••• S••••••• | Pooled vehicles | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S••••••• A•••••• a•separate account | S••••••• R••••••••• S••••••• | Pooled vehicles | $2.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
21 readings
Investment management fees
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 Dec 31, 2023 | 101 | $2.0M | $1.9M | 109.6% | $2.1M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 103 | $2.5M | $2.0M | 117.1% | $2.0M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S••••••• F•••••••• G•••• codes 11 12 13 15 17 18 $22,219 PY2023
- S••••••• A•••••• a• Sched. D P $2.1M PY2023
- S••••••• R••••••••• S•••••••, Inc. codes 11 PY2023
- S••••••• F•••••••• G•••• codes 11 12 13 15 17 18 $24,759 PY2022
- S••••••• A•••••• a• Sched. D P $2.0M PY2022
- S••••••• R••••••••• S•••••••, Inc. codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedT••••••• P••• • S•••• C•••••• P•••••• P••• funded ratio 117.1% -> 109.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedT••••••• P••• • S•••• C•••••• P•••••• P••• plan assets $3M -> $2M (-21.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 930557988-002
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.