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
7••• B••••••• C•••••• o• P••••••••• I••• P•••••• P•••
Corporate pensionBridgeton, NJ
Assets
$2.9M
Total assets, Dec 31, 2023 reported
Funded
103.4%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: 7••• B••••••• C•••••• o• P••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 32.1%
- Other investments 67.9%
Consultants and advisers
3 firms
- G••••••••• L•• General consultantthrough Dec 31, 2022 Form 5500
- B•••• • B•••• C••••••••• Actuarythrough Dec 31, 2023 Form 5500
- S••••• E••••••• • A••••••••• I••• 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
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
21 readings
Investment management fees
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 | 249 | $5.6M | $5.8M | 103.4% | $2.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 256 | $6.8M | $5.9M | 111.8% | $5.6M | n/a | n/a | $1.7M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- B•••• • B•••• C••••••••• codes 11 $37,025 PY2023
- B•••• • B•••• C••••••••• codes 11 PY2023
- Cozen O'Connor, PC codes 29 $31,600 PY2022
- The Andorra Ridge Company codes 20 $18,500 PY2022
- G••••••••• L•• codes 16 $10,000 PY2022
- Berenato Environmental Assoc. LLC codes 72 $8,533 PY2022
- Simple Solutions Environmental codes 72 $8,500 PY2022
- Cooper Levenson codes 29 $5,126 PY2022
- S••••• E••••••• • A••••••••• I••• codes 11 PY2022
What changed
4 events
- Dec 31, 2023Consultant changedinferenceG••••••••• L•• no longer appears on 7••• B••••••• C•••••• o• P••••••••• I••• P•••••• P•••'s Schedule C as general consultant (plan year 2023 vs 2022)with G••••••••• L••askebsa.dol.gov
- Dec 31, 2023Assets changed7••• B••••••• C•••••• o• P••••••••• I••• P•••••• P••• total assets $6M -> $3M (-48.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changed7••• B••••••• C•••••• o• P••••••••• I••• P•••••• P••• funded ratio 111.8% -> 103.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changed7••• B••••••• C•••••• o• P••••••••• I••• P•••••• P••• plan assets $7M -> $6M (-17.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231072069-100
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.