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
L••••• • G•• P•••••• P•••
Corporate pensionAlpharetta, GA
Assets
$11.5M
Total assets, Dec 31, 2024 reported
Funded
94.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: L••••••••• T••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 20.5%
- Pooled separate accounts 3.4%
- Registered investment companies 75.2%
Consultants and advisers
3 firms
- P•••••••• G••••• I•••••••• L•• Investment adviser (plan)through Dec 31, 2024 Form 5500
- C•••••••• I••••••••• R••••••• I•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- P•••••••• F•••••••• G•••• 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
- P••••••••3 rows, latest Dec 31, 2024
Commitments
6 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 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $392,079 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | C••• B••• R• F•••collective trust | Great Gray Trust Company | Fixed income | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $558,384 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | C••• B••• R• F•••collective trust | Great Gray Trust Company | Fixed income | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | C••• B••• R• F•••collective trust | Wilmington Trust | Fixed income | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $90,879 held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 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 | 207 | $11.9M | $13.7M | 94.5% | $11.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 212 | $11.8M | $15.5M | 83.6% | $11.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 218 | $17.5M | $16.3M | 107.1% | $11.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••••• Life Insurance Company codes 13 50 64 $96,943 PY2024
- C•••••••• I••••••••• R••••••• I•• codes 27 99 PY2024
- P•••••••• G••••• I•••••••• L•• codes 27 99 PY2024
- P••• L••••• A••••• S•• A••••• Sched. D P $392,079 PY2024
- C••• B••• R• F••• Sched. D C $2.4M PY2024
- P•••••••• F•••••••• G•••• codes 11 PY2024
- P•••••••• Life Insurance Company codes 13 50 64 $256,272 PY2023
- Kruggel Lawton and Comp codes 10 50 $10,000 PY2023
- P••• L••••• A••••• S•• A••••• Sched. D P $558,384 PY2023
- C••• B••• R• F••• Sched. D C $1.9M PY2023
- P•••••••• F•••••••• G•••• codes 11 PY2023
- P•••••••• Life Insurance Company codes 13 50 64 $96,452 PY2022
- C•••••••• I••••••••• R••••••• I•• codes 27 99 PY2022
- P••• L••••• A••••• S•• A••••• Sched. D P $90,879 PY2022
- C••• B••• R• F••• Sched. D C $2.5M PY2022
- P•••••••• F•••••••• G•••• codes 11 PY2022
What changed
6 events
- Dec 31, 2024Consultant changedinferenceC•••••••• I••••••••• R••••••• I•• appears on L••••• • G•• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with C•••••••• I••••••••• R••••••• I••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceP•••••••• G••••• I•••••••• L•• appears on L••••• • G•• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with P•••••••• G••••• I•••••••• L••askebsa.dol.gov
- Jan 1, 2024Funded status changedL••••• • G•• P•••••• P••• funded ratio 83.6% -> 94.5% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceC•••••••• I••••••••• R••••••• I•• no longer appears on L••••• • G•• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with C•••••••• I••••••••• R••••••• I••askebsa.dol.gov
- Jan 1, 2023Funded status changedL••••• • G•• P•••••• P••• funded ratio 107.1% -> 83.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedL••••• • G•• P•••••• P••• plan assets $17M -> $12M (-32.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 201399908-010
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.