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••• M••••• R••••••••• P•••
Corporate pensionHorsham, PA
Assets
$3.0M
Total assets, Dec 31, 2024 reported
Funded
95.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: P••• M••••• L••• I•••••••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 15.1%
- Registered investment companies 84.9%
Consultants and advisers
1 firms
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- P••• M••••• A•••• M•••••••••plan years 2024
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
27 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 | 2,039 | $207M | $132M | 95.9% | $3.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,070 | $194M | $136M | 100.1% | $207M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,108 | $231M | $135M | 103.1% | $194M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• U• L•• codes 11 17 27 $2.0M PY2024
- P••• M••••• A•••• M••••••••• codes 28 $213,439 PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- W••••• T••••• W••••• U• L•• codes 11 17 27 $407,154 PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- W••••• T••••• W••••• U• L•• codes 11 17 27 $405,716 PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship startedP••• M••••• A•••• M••••••••• appears on P••• M••••• R••••••••• P•••'s Schedule C as investment manager (p••• year 2024 vs 2023)with P••• M••••• A•••• M•••••••••askebsa.dol.gov
- Dec 31, 2024Assets changedP••• M••••• R••••••••• P••• total assets $207M -> $3M (-98.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedP••• M••••• R••••••••• P••• funded ratio 100.1% -> 95.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedP••• M••••• R••••••••• P••• funded ratio 103.1% -> 100.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP••• M••••• R••••••••• P••• p••• assets $231M -> $194M (-15.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 230952300-010
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.