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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Corporate pension
T•• C•••••••• M••••• o• A•• P•••••• P•••
Corporate pensionC••••••••, OH
Assets
$10.5M
Total assets, Dec 31, 2024 reported
Funded
70.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
5
2 managers on Schedule C
Plan sponsor: T•• C•••••••• M••••• o• A••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.6%
- Other investments 32.2%
- Common/collective trusts 45.9%
- Registered investment companies 18.4%
Consultants and advisers
1 firms
- U•• C••••••••• G•••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- C•••••• S••••• T•••• B•••plan years 2024
- J••• H•••••• L••• I•••••••• C•plan years 2024
- J••• H••••••plan years 2022
Commitments
5 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 | B•••••••• D•••• R••• E••••• I••• F•collective trust | Great Gray Trust Company, LLC | Real estate | $274,247 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | B•••••••• E••••• I•••• F•••collective trust | Great Gray Trust Company, LLC | Public equity | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | B•••••••• M••• A••• E•••• I•••• F•collective trust | Great Gray Trust Company, LLC | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | B•••••••• R•••••• 2••• I•••• F•••collective trust | Great Gray Trust Company, LLC | Pooled vehicles | $543,086 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P••• T•••• R••••• B••• F•••collective trust | Great Gray Trust Company, LLC | Fixed income | $758,687 held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
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 Dec 31, 2024 | 213 | $9.9M | $14.2M | 70.0% | $10.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 428 | $32.2M | $35.2M | 88.4% | $10.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 439 | $37.0M | $34.8M | 100.7% | $31.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- U•• C••••••••• G•••• codes 11 15 17 28 50 51 $139,680 PY2024
- C•••••• S••••• T•••• B••• codes 15 50 52 $1,375 PY2024
- J••• H•••••• L••• I•••••••• C•mpany codes 15 50 52 $112 PY2024
- B•••••••• M••• A••• Ex-U.s. I••• Fd Sched. D C $1.3M PY2024
- B•••••••• R•••••• 2••• I•••• F••• Sched. D C $543,086 PY2024
- B•••••••• D•••• R••• E••••• I••• F• Sched. D C $274,247 PY2024
- B•••••••• E••••• I•••• F••• Sched. D C $1.9M PY2024
- P••• T•••• R••••• B••• F••• Sched. D C $758,687 PY2024
- U•• C••••••••• G•••• codes 11 PY2024
- U•• C••••••••• G•••• codes 11 15 17 50 $93,330 PY2023
- J••• H•••••• L••• I•••••••• C•mpany codes 15 50 52 $39,260 PY2023
- U•• C••••••••• G•••• codes 11 PY2023
- U•• C••••••••• G•••• codes 11 15 17 50 $65,965 PY2022
- J••• H•••••• L••• I•••••••• C•mpany codes 15 50 52 $37,179 PY2022
- U•• C••••••••• G•••• codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedT•• C•••••••• M••••• o• A•• P•••••• P••• funded ratio 88.4% -> 70.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedT•• C•••••••• M••••• o• A•• P•••••• P••• plan assets $32M -> $10M (-69.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedT•• C•••••••• M••••• o• A•• P•••••• P••• total assets $32M -> $10M (-68.4%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedT•• C•••••••• M••••• o• A•• P•••••• P••• funded ratio 100.7% -> 88.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedT•• C•••••••• M••••• o• A•• P•••••• P••• plan assets $37M -> $32M (-12.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 340714336-001
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.