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
J••••• G•••• f•• t•• B•••• N••••••••• U••• E••••••••• P•••••• P•••
Corporate pensionNEW York, NY
Assets
$18.3M
Total assets, Jun 30, 2025 reported
Funded
80.0%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
3
none on the tape
Plan sponsor: T•• J••••• G•••• f•• t•• B••••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Other investments 0.2%
- Common/collective trusts 99.5%
Consultants and advisers
2 firms
- B••• o• A•••••• Trusteethrough Jun 30, 2023 Form 5500
- M•••••••• I••• Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
3 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 Jun 30, 2025 | J••••• G•••• f•• t•• B•••• P••••••collective trust | J••••• G•••• for the B•••• | Pooled vehicles | $18.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | J••••• G•••• f•• t•• B•••• P••••••collective trust | J••••• G•••• for the B•••• | Pooled vehicles | $17.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | J••••• G•••• f•• t•• B•••• P••••••collective trust | J••••• G•••• for the B•••• | Pooled vehicles | $17.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Net investment income
$217,914 (2024-06) · $-787,669 (2023-06)
Investment management fees
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 Jun 30, 2025 | 252 | $17.9M | $19.7M | 80.0% | $18.3M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 260 | $17.7M | $20.1M | 80.0% | $18.0M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 268 | $18.5M | $19.8M | 80.0% | $17.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••••• codes 11 50 $79,139 PY2024
- B••• of New York Mellon codes 21 50 $74,014 PY2024
- BDO USA, P.C. codes 10 50 $15,475 PY2024
- J••••• G•••• f•• t•• B•••• P•••••• Sched. D C $18.2M PY2024
- M••••••• codes 11 PY2024
- M••••••• codes 11 50 $76,306 PY2023
- B••• of New York Mellon codes 21 50 $72,725 PY2023
- BDO USA, P.C. codes 10 50 $8,050 PY2023
- J••••• G•••• f•• t•• B•••• P•••••• Sched. D C $17.9M PY2023
- M••••••• codes 11 PY2023
- B••• of New York Mellon codes 21 50 $74,672 PY2022
- M••••••• codes 11 50 $74,037 PY2022
- BDO USA, P.C. codes 10 50 $21,848 PY2022
- J••••• G•••• f•• t•• B•••• P•••••• Sched. D C $17.7M PY2022
- M••••••• codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131623854-001
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.