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.
Corporate pension
Crown Central Retirement Plan
Corporate pensionBaltimore, MD
Assets
$160M
Total assets, Dec 31, 2024 reported
Funded
107.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Rosemore, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.2%
- U.S. Government securities 13.9%
- Other investments 2.2%
- Registered investment companies 83.4%
Consultants and advisers
1 firms
- Sei 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)
- SEI Investments Companyplan 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
33 readings
Investment management fees
$604,716 (2023-12) · $942,482 (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 | 1,672 | $173M | $166M | 107.9% | $160M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 1,713 | $175M | $173M | 109.8% | $173M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 1,773 | $200M | $176M | 105.4% | $175M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SEI Private Trust Company codes 13 28 $413,949 PY2024
- Stambaugh Ness, Inc codes 10 $14,000 PY2024
- Sei codes 11 PY2024
- SEI Private Trust Company codes 13 28 $726,635 PY2023
- Stambaugh Ness, Inc codes 10 $13,500 PY2023
- Sei codes 11 PY2023
- SEI Private Trust Company codes 13 28 $1.0M PY2022
- Stambaugh Ness, Inc codes 10 $11,300 PY2022
- Sei codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedCrown Central Retirement Plan funded ratio 105.4% -> 109.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCrown Central Retirement Plan plan assets $200M -> $175M (-12.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 521659249-003
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.