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
E••••••••• R••••••••• P••• o• t•• A••••••• B•••••• A•••••••••
Corporate pensionWashington, DC
Assets
$34,987
Total assets, Aug 31, 2023 reported
Funded
103.3%
Sep 1, 2022
Private markets target
n/a
policy Aug 31, 2023
Commitments
1
none on the tape
Plan sponsor: A••••••• B•••••• A•••••••••
Allocation policy
Form 5500, as of Aug 31, 2023
Actual allocation lines without a target (as filed)
- Common/collective trusts 80.2%
Consultants and advisers
3 firms
- A•• Actuarythrough Aug 31, 2023 Form 5500
- N••••••• T•••• C•• Trusteethrough Aug 31, 2023 Form 5500
- A•• C••••••••• I••• Actuarythrough Aug 31, 2023 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
- N••••••• T•••• C••••••••• E••• I•••1 rows, latest Aug 31, 2023
From Schedule C (investment management, code 28)
- J••• M••••• I••••••••• M•••••••••plan years 2023
Commitments
1 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 Aug 31, 2023 | N• C••••••••• G••• S•••• T••• I•••collective trust | N••••••• T•••• C••••••••• E••• I••• | Cash | $28,046 held | Disclosed holding | askebsa.dol.gov |
Size and funding
11 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Aug 31, 2023 | 523 | $181M | $178M | 103.3% | $34,987 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Jpmorgan Chase Bank,n.a codes 28 50 $223,622 PY2022
- AON C••••••••• codes 11 17 50 $223,458 PY2022
- N••••••• Trust Company codes 21 50 $92,800 PY2022
- Cliftonlarsenallen LLP codes 10 50 $31,153 PY2022
- Alight Solutions LLC codes 15 50 $7,200 PY2022
- C••••••••• S••••-T••• Invest Fund Sched. D C $28,046 PY2022
- Core Bond Fund Sched. D C PY2022
- Long Duration Investment Grade Sched. D C PY2022
- A•• C••••••••• I••• 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 521001304-001
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.