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
S•••• M••••••• E••••••••• R••••••••• P•••
Corporate pensionST. Louis, MO
Assets
$201M
Total assets, Sep 30, 2025 reported
Funded
81.2%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: S•••• M••••••• I•••
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Master trust investment accounts 97.6%
Consultants and advisers
3 firms
- U••• B•••••• A•••• M••••••••• I••• Actuarythrough Sep 30, 2023 Form 5500
- U• B••• Trusteethrough Sep 30, 2023 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Sep 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
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
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 Sep 30, 2025 | 2,736 | $191M | $218M | 81.2% | $201M | n/a | $197M | n/a |
| 2023 to Sep 30, 2024 | 2,685 | $165M | $224M | 81.0% | $192M | n/a | $170M | n/a |
| 2022 to Sep 30, 2023 | 2,634 | $157M | $213M | 81.0% | $165M | n/a | $160M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• Waston codes 11 50 $310,107 PY2024
- Fidelity Invest Institutional codes 13 50 $230,123 PY2024
- U.S B••• codes 21 50 $36,631 PY2024
- S•••• M••••••• Retirement Income Tr Sched. D M $197M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- W••••• T••••• Waston codes 11 50 $397,581 PY2023
- Fidelity Invest Institutional codes 13 50 $246,917 PY2023
- U.S B••• codes 21 50 $36,164 PY2023
- S•••• M••••••• Retirement Income Tr Sched. D M $170M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- W••••• T••••• Waston codes 11 50 $288,510 PY2022
- Fidelity Invest Institutional codes 13 50 $259,888 PY2022
- U.S B••• codes 21 50 $10,556 PY2022
- S•••• M••••••• Retirement Income Tr Sched. D M $160M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
2 events
- Oct 1, 2024Assets changedS•••• M••••••• E••••••••• R••••••••• P••• plan assets $165M -> $191M (+15.7%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedS•••• M••••••• E••••••••• R••••••••• P••• total assets $165M -> $192M (+16.4%, 2023-09-30 to 2024-09-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 430368139-001
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.