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
P•••• A•••••• P•••••• P•••
Corporate pensionTempe, AZ
Assets
$7.6M
Total assets, Dec 31, 2024 reported
Funded
107.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: P•••• A••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 100.0%
Consultants and advisers
2 firms
- U•• A•••••••• I•• Investment adviser (plan)through Dec 31, 2024 Form 5500
- U•• C••••••••• G•••• Actuarythrough Dec 31, 2022 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
- P••••••••3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- U•• A•••••••• I••plan years 2023
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 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $7.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $7.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P•••••••• B••• • M••••••• S•• A•••separate account | P•••••••• | Fixed income | $6.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 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 | 106 | $7.4M | $5.6M | 107.8% | $7.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 106 | $7.2M | $5.3M | 111.0% | $7.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 454 | $38.3M | $30.4M | 111.7% | $7.2M | 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 50 $57,281 PY2024
- P•••••••• Life Insurance Company codes 13 50 64 $45,105 PY2024
- USI Advisors codes 27 50 $27,812 PY2024
- Shapiro & Duffalo, P.C. codes 10 50 $10,100 PY2024
- P••• L••••• A••••• S•• A••••• Sched. D P $7.6M PY2024
- U•• C••••••••• G•••• codes 11 PY2024
- P•••••••• Life Insurance Company codes 13 50 64 $45,205 PY2023
- U•• C••••••••• G•••• codes 11 50 $35,751 PY2023
- Shapiro & Duffalo, P.C. codes 10 $17,800 PY2023
- USI Advisors codes 28 $13,152 PY2023
- L••••• Assets Separate Account-Z Sched. D P $7.4M PY2023
- U•• C••••••••• G•••• codes 11 PY2023
- U•• C••••••••• G•••• codes 11 50 $80,413 PY2022
- P•••••••• Life Insurance Company codes 13 50 64 $45,358 PY2022
- Shapiro & Duffalo, P.C. codes 10 $19,600 PY2022
- L••••• Assets Separate Account-Z Sched. D P $6.7M PY2022
- P••• Midcap Growth Sep A••••• Sched. D P PY2022
- P••• Lgcp S&p 500 Index Sa-Z Sched. D P PY2022
- P••• Midcap Value I Sa-Z Sched. D P PY2022
- U•• C••••••••• G•••• codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedP•••• A•••••• P•••••• P••• funded ratio 111.0% -> 107.8% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceP•••• A•••••• P•••••• P••• no longer reports P•••••••• B••• • M••••••• S•• A••• (P••••••••) (last held $7M at 2022-12-31; absent from the 2023-12-31 filing)with P••••••••askebsa.dol.gov
- Dec 31, 2023Holding startedP•••• A•••••• P•••••• P••• first reports an interest in P••• L••••• A••••• S•• A••••• (P••••••••): $7M at 2023-12-31with P••••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedUSI Advisors appears on P•••• A•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with U•• A•••••••• I••askebsa.dol.gov
- Jan 1, 2023Assets changedP•••• A•••••• P•••••• P••• plan assets $38M -> $7M (-81.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135628741-001
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.