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
F•••• C••••• U•••• C••• B•••••• D•••••• B•••••• R••••••••• P•••••• P•••
Corporate pensionChandler, AZ
Assets
$12.9M
Total assets, Dec 31, 2024 reported
Funded
108.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: F•••• C••••• U••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 100.0%
Consultants and advisers
3 firms
- T••••••• R••••••••• P•••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- C••• L••• I•••••••• C•••••• Actuarythrough Dec 31, 2022 Form 5500
- C••• M••••• G•••• Actuarythrough Dec 31, 2022 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 Dec 31, 2024 | T•••••• R••••••••• P•••••• F•••collective trust | Great Gray Trust Company, LLC | Pooled vehicles | $12.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | C••• M••••• R••••••••• P•••••• F•••collective trust | Collective Inv Funds for C••• M••••• I•••••••• Society | Pooled vehicles | $12.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | C••• M••••• R••••••••• P•••••• F•••collective trust | Collective Inv Funds for C••• M••••• I•••••••• Society | Pooled vehicles | $10.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 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 | 226 | $12.0M | $5.0M | 108.6% | $12.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 217 | $10.6M | $4.6M | 106.1% | $12.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 204 | $12.8M | $4.3M | 142.7% | $10.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- C••• L••• I•••••••• C•••••• codes 11 15 17 38 $68,945 PY2024
- T••••••• R••••••••• P•••••• codes 20 27 51 $1,771 PY2024
- C••• M••••• R••••••••• P•••••• F••• Sched. D C PY2024
- T•••••• R••••••••• P•••••• F••• Sched. D C $12.9M PY2024
- C••• M••••• G•••• codes 11 PY2024
- C••• L••• I•••••••• C•••••• codes 11 15 17 38 $60,951 PY2023
- T••••••• R••••••••• P•••••• codes 20 27 51 $2,035 PY2023
- C••• M••••• R••••••••• P•••••• F••• Sched. D C $12.0M PY2023
- C••• M••••• G•••• codes 11 PY2023
- C••• L••• I•••••••• C•••••• codes 11 15 17 38 $62,085 PY2022
- T••••••• R••••••••• P•••••• codes 20 27 51 $1,477 PY2022
- C••• M••••• R••••••••• P•••••• F••• Sched. D C $10.6M PY2022
- C••• M••••• G•••• codes 11 PY2022
What changed
7 events
- Dec 31, 2024Holding startedF•••• C••••• U•••• C••• B•••••• D•••••• B•••••• R••••••••• P•••••• P••• first reports an interest in T•••••• R••••••••• P•••••• F•••: $13M at 2024-12-31with T•••••• R••••••••• P•••••• F•••askebsa.dol.gov
- Dec 31, 2024Holding endedinferenceF•••• C••••• U•••• C••• B•••••• D•••••• B•••••• R••••••••• P•••••• P••• no longer reports C••• M••••• R••••••••• P•••••• F••• (last held $12M at 2023-12-31; absent from the 2024-12-31 filing)with C••• M••••• R••••••••• P•••••• F•••askebsa.dol.gov
- Jan 1, 2024Funded status changedF•••• C••••• U•••• C••• B•••••• D•••••• B•••••• R••••••••• P•••••• P••• funded ratio 106.1% -> 108.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedF•••• C••••• U•••• C••• B•••••• D•••••• B•••••• R••••••••• P•••••• P••• plan assets $11M -> $12M (+13.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedF•••• C••••• U•••• C••• B•••••• D•••••• B•••••• R••••••••• P•••••• P••• total assets $11M -> $12M (+13.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedF•••• C••••• U•••• C••• B•••••• D•••••• B•••••• R••••••••• P•••••• P••• funded ratio 142.7% -> 106.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedF•••• C••••• U•••• C••• B•••••• D•••••• B•••••• R••••••••• P•••••• P••• plan assets $13M -> $11M (-17.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 860100904-002
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.