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
C••••• C••••••••• ••• S•••••••• P•••••• P•••
Corporate pensionMason, OH
Assets
$52.8M
Total assets, Dec 31, 2024 reported
Funded
88.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: C••••• C•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.5%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 29.3%
- Corporate debt instruments (preferred) 0.1%
- U.S. Government securities 8.5%
- Other investments 4.1%
- Registered investment companies 53.6%
Consultants and advisers
5 firms
- I•••••• N•••• A•••••• L•• Investment adviser (plan)through Dec 31, 2024 Form 5500
- F•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- F•••• T•••• B••• Trusteethrough Dec 31, 2022 Form 5500
- M••••• Actuarythrough Dec 31, 2022 Form 5500
- M••••••• a•• K••••• I••• 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
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
32 readings
Investment management fees
$91,721 (2023-12) · $1.5M (2022-12)
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 | 2,314 | $52.5M | $65.0M | 88.6% | $52.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,198 | $59.2M | $74.6M | 87.1% | $52.4M | n/a | $49.0M | n/a |
| 2022 to Dec 31, 2022 | 3,220 | $80.7M | $72.3M | 106.4% | $59.2M | n/a | $59.2M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••••• a•• K••••• I••• codes 11 50 $118,875 PY2024
- M••••• codes 11 50 $111,015 PY2024
- I•••••• Investment codes 27 50 $83,702 PY2024
- F•••• T•••• B••• Retirement Service codes 21 50 52 62 68 $65,272 PY2024
- Ernst& Young LLP codes 10 $27,500 PY2024
- Fund Evaluation Group LLC codes 27 50 $25,000 PY2024
- M••••• codes 11 PY2024
- M••••• codes 11 50 $147,150 PY2023
- M••••••• and K•••• Inc. codes 11 50 $115,040 PY2023
- F•••• T•••• B••• Retirement Service codes 21 50 52 62 68 $86,066 PY2023
- Ernst & Young LLP codes 10 $27,000 PY2023
- Fund Evaluation Group LLC codes 27 50 $25,000 PY2023
- C••••• Corp (g&k) Pn Pn Mtr Trs Sched. D M $49.0M PY2023
- M••••• codes 11 PY2023
- F•••• T•••• B••• Retirement Service codes 21 50 52 62 68 $88,815 PY2022
- M••••••• and K•••• Inc. codes 11 50 $78,250 PY2022
- M••••• codes 11 50 $66,177 PY2022
- Fund Evaluation Group LLC codes 27 50 $25,000 PY2022
- C••••• Corp (g&k) Pn Pn Mtr Trs Sched. D M $59.2M PY2022
- M••••• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceI•••••• Investment appears on C••••• C••••••••• ••• S•••••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with I•••••• N•••• A•••••• L••askebsa.dol.gov
- Jan 1, 2024Assets changedC••••• C••••••••• ••• S•••••••• P•••••• P••• plan assets $59M -> $53M (-11.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedC••••• C••••••••• ••• S•••••••• P•••••• P••• total assets $59M -> $52M (-11.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedC••••• C••••••••• ••• S•••••••• P•••••• P••• funded ratio 106.4% -> 87.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedC••••• C••••••••• ••• S•••••••• P•••••• P••• plan assets $81M -> $59M (-26.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 311188630-020
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.