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•••••• I••• P•••••• P•••
Corporate pensionRichmond, VA
Assets
$199M
Total assets, Dec 31, 2024 reported
Funded
101.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
none on the tape
Plan sponsor: C•••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 96.7%
- Registered investment companies 3.3%
Consultants and advisers
3 firms
- W•••••• M• M••••• Actuarythrough Dec 31, 2022 Form 5500
- P•••••••• C•••••• S•••••••• Trusteethrough Dec 31, 2022 Form 5500
- M••••• 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
15 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 | A•••••••• S• I••••••••• F••• S•collective trust | P••••••••/blackrock | Pooled vehicles | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | L•••••••• D••••• S••••••• C•• I•• N•collective trust | P••••••••/multimanager | Pooled vehicles | $55.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | L•••••••• D••••• S••••••• C•• I•collective trust | P••••••••/multimanager | Pooled vehicles | $103M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | R•••••• 2••• I•••• C•• N•collective trust | P••••••••/blackrock | Pooled vehicles | $7.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P••••••••• S•• 5•• I••••collective trust | P••••••••/blackrock | Pooled vehicles | $26.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | A•••••••• S• I••••••••• F••• S•collective trust | P••••••••/blackrock | Pooled vehicles | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | L•••••••• D••••• S••••••• C•• I•• N•collective trust | P••••••••/multimanager | Pooled vehicles | $41.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | L•••••••• D••••• S••••••• C•• I•collective trust | P••••••••/multimanager | Pooled vehicles | $77.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | R•••••• 2••• I•••• C•• N•collective trust | P••••••••/blackrock | Pooled vehicles | $14.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••••••••• S•• 5•• I••••collective trust | P••••••••/blackrock | Pooled vehicles | $54.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | L•••••••• D••••• S••••••• C•• I•• N•collective trust | P••••••••/multi-Manager | Pooled vehicles | $26.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | L•••••••• D••••• S••••••• C•• I•collective trust | P••••••••/multi-Manager | Pooled vehicles | $51.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | A•••••••• S• I••••••••• F••• S•collective trust | Blackrock | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | R•••••• 2••• I•••• C•• N•collective trust | P••••••••/blackrock | Pooled vehicles | $17.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••••••••• S•• 5•• I••••collective trust | P••••••••/blackrock | Pooled vehicles | $69.4M 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 | 7,677 | $204M | $207M | 101.2% | $199M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 7,765 | $184M | $200M | 100.5% | $204M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 7,862 | $232M | $190M | 110.1% | $184M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Aon codes 15 50 $679,155 PY2024
- P•••••••• codes 21 25 28 50 $196,000 PY2024
- W•••••• M• M••••• codes 11 50 $112,213 PY2024
- Forvis Mazars, LLP codes 10 50 $15,000 PY2024
- LDI Cit II Sched. D C $103M PY2024
- Short Term Investment Fund S1 Sched. D C $1.5M PY2024
- LDI Cit III Sched. D C $55.0M PY2024
- R•••••• 2000 I•••• Sched. D C $7.2M PY2024
- S&p 500 I•••• Sched. D C $26.1M PY2024
- M••••• codes 11 PY2024
- Aon codes 15 $545,871 PY2023
- P•••••••• codes 21 25 28 50 $200,000 PY2023
- W•••••• M• M••••• codes 11 50 $154,941 PY2023
- Forvis Mazars, LLP codes 10 50 $18,000 PY2023
- Short Term Investment Fund S1 Sched. D C $1.9M PY2023
- LDI Cit III Sched. D C $41.5M PY2023
- LDI Cit II Sched. D C $77.9M PY2023
- R•••••• 2000 I•••• Sched. D C $14.4M PY2023
- S&p 500 I•••• Sched. D C $54.7M PY2023
- M••••• codes 11 PY2023
- Aon codes 15 $371,863 PY2022
- P•••••••• codes 21 25 28 50 $200,000 PY2022
- M••••• codes 11 50 $142,946 PY2022
- Forvis codes 10 50 $12,500 PY2022
- S&p 500 I•••• Fund Sched. D C $69.4M PY2022
- LDS Cit III Sched. D C $26.7M PY2022
- R•••••• 2000 I•••• Fund Sched. D C $17.5M PY2022
- LDS Cit II Sched. D C $51.3M PY2022
- Short Term Investment Fund S1 Sched. D C $1.4M PY2022
- M••••• codes 11 PY2022
What changed
4 events
- Jan 1, 2024Assets changedC•••••• I••• P•••••• P••• plan assets $184M -> $204M (+10.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedC•••••• I••• P•••••• P••• total assets $184M -> $204M (+10.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedC•••••• I••• P•••••• P••• funded ratio 110.1% -> 100.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedC•••••• I••• P•••••• P••• plan assets $232M -> $184M (-20.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 541821055-004
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.