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
R•••••••• A••••••••• o• N•••• T••••• P••• C••• B•••••• P•••••• P•••
Corporate pensionFort Worth, TX
Assets
$28.1M
Total assets, Dec 31, 2024 reported
Funded
127.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: R•••••••• A••••••••• o• N•••• T••••• P•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.9%
- U.S. Government securities 35.1%
- Registered investment companies 64.0%
Consultants and advisers
1 firms
- K••••••• L•• Actuarythrough Dec 31, 2023 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)
- C•••••• S••••• T••••plan years 2023
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
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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 128 | $21.3M | $16.7M | 127.8% | $28.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 123 | $14.7M | $11.8M | 124.6% | $21.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- C•••••• S••••• & Co., Inc. codes 51 72 PY2024
- K••••••• L•• codes 11 PY2024
- C•••••• S••••• & Co., Inc. codes 51 72 $15 PY2023
- K••••••• L•• codes 11 PY2023
What changed
3 events
- Dec 31, 2024Assets changedR•••••••• A••••••••• o• N•••• T••••• P••• C••• B•••••• P•••••• P••• total assets $21M -> $28M (+31.8%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedR•••••••• A••••••••• o• N•••• T••••• P••• C••• B•••••• P•••••• P••• funded ratio 124.6% -> 127.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedR•••••••• A••••••••• o• N•••• T••••• P••• C••• B•••••• P•••••• P••• plan assets $15M -> $21M (+45.4%, 2023-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 751286819-004
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.