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
M•••••••• P••••••• P••••••• L•• R••••••••• P••• f•• H••••• E••••••••
Corporate pensionPerrysville, OH
Assets
$12.4M
Total assets, Dec 31, 2024 reported
Funded
87.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: M•••••••• P••••••• P••••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 25.4%
- Corporate debt instruments (preferred) 42.4%
- U.S. Government securities 15.2%
- Other investments 0.8%
- Registered investment companies 4.0%
- Common stock 8.7%
Consultants and advisers
5 firms
- M••••• S•••••• S•••• B••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- M••••••• J••• H•••••• Actuarythrough Dec 31, 2024 Form 5500
- J••• H•••••• L••• I•••••••• C• Actuarythrough Dec 31, 2024 Form 5500
- B••• o• N•• Y••• M••••• Custodianthrough Dec 31, 2022 Form 5500
- J••• H•••••• 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)
- R••• L•••plan years 2022
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
33 readings
Investment management fees
$60,120 (2023-12) · $74,702 (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 | 577 | $14.2M | $18.0M | 87.1% | $12.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 820 | $17.7M | $22.1M | 87.8% | $14.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 831 | $24.2M | $21.9M | 112.0% | $17.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- J••• H•••••• Retirement P••• Svcs codes 11 15 62 64 $161,119 PY2024
- M••••• S•••••• codes 27 $49,819 PY2024
- R••• L••• codes 28 $6,250 PY2024
- M••••••• J••• H•••••• codes 11 PY2024
- J••• H•••••• Retirement P••• Svcs codes 11 15 62 64 $198,176 PY2023
- M••••• S•••••• codes 27 $60,120 PY2023
- R••• L••• codes 28 $41,058 PY2023
- J••• H•••••• codes 11 PY2023
- J••• H•••••• Retirement P••• Svcs codes 11 15 62 64 $153,722 PY2022
- M••••• S•••••• codes 27 $74,702 PY2022
- R••• L••• codes 28 $64,304 PY2022
- Maloney + Novotny codes 10 $8,200 PY2022
- B••• o• N•• Y••• M••••• codes 18 $5,788 PY2022
- J••• H•••••• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedM•••••••• P••••••• P••••••• L•• R••••••••• P••• f•• H••••• E•••••••• total assets $14M -> $12M (-12.9%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedM•••••••• P••••••• P••••••• L•• R••••••••• P••• f•• H••••• E•••••••• plan assets $18M -> $14M (-19.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedM•••••••• P••••••• P••••••• L•• R••••••••• P••• f•• H••••• E•••••••• total assets $18M -> $14M (-19.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedM•••••••• P••••••• P••••••• L•• R••••••••• P••• f•• H••••• E•••••••• funded ratio 112.1% -> 87.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedM•••••••• P••••••• P••••••• L•• R••••••••• P••• f•• H••••• E•••••••• plan assets $24M -> $18M (-26.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 311739929-001
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.