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
A•• F••• G•••• N•••• A••••••• I••• R••••••••• P••• f•• E••••••• H••••• P••• E••••••••
Corporate pensionAlpharetta, GA
Assets
$8.2M
Total assets, Dec 31, 2023 reported
Funded
125.3%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: A•• F••• G•••• N•••• A••••••• I•••• D•• A•• A••••••••• A••••••• C••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Master trust investment accounts 99.6%
Consultants and advisers
2 firms
- M••••• Actuarythrough Dec 31, 2022 Form 5500
- S•• I••••••••• C•••••• Trusteethrough 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
16 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 817 | n/a | n/a | n/a | $8.2M | n/a | $8.2M | n/a |
| 2022 to Dec 31, 2022 | 848 | $107M | $83.6M | 125.3% | $87.8M | n/a | $87.6M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••• codes 11 15 $741,918 PY2023
- SEI Private Trust Company codes 21 28 49 51 52 62 $171,045 PY2023
- Proskauer Rose LLP codes 29 $19,213 PY2023
- Lbmc codes 10 $10,630 PY2023
- AGC Fg N•••• A••••••, Inc Master Tr Sched. D M $8.2M PY2023
- M••••• codes 11 15 $430,846 PY2022
- SEI Private Trust Company codes 21 28 49 51 52 62 $275,686 PY2022
- Proskauer Rose LLP codes 29 $19,875 PY2022
- Lbmc codes 10 $10,900 PY2022
- AGC Fg N•••• A••••••, Inc Master Tr Sched. D M $87.6M PY2022
- M••••• codes 11 PY2022
What changed
1 events
- Dec 31, 2023Assets changedA•• F••• G•••• N•••• A••••••• I••• R••••••••• P••• f•• E••••••• H••••• P••• E•••••••• total assets $88M -> $8M (-90.7%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 251059306-005
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.