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
K••••••• F•••••• B•• C•••••• R••••••••• P•••
Corporate pensionNewark, NJ
Assets
$8.4M
Total assets, Dec 31, 2025 reported
Funded
98.5%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
4
1 managers on Schedule C
Plan sponsor: K••••••• F•••••• B•• C••
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 7.4%
- Non-interest-bearing cash 1.0%
- Insurance company general account 6.7%
- Registered investment companies 63.6%
- Common stock 21.2%
Consultants and advisers
1 firms
- I•••• A•••••••• S•••••••• I••• Actuarythrough Dec 31, 2025 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)
- K••••••• F•••••• B•• C••plan years 2025
Commitments
4 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, 2025 | F•••• F•••separate account | Penn Mutual Life Insurance Company | Fixed income | $565,685 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | F•••• F•••separate account | Penn Mutual Life Insurance Company | Fixed income | $595,131 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | F•••• F•••separate account | Penn Mutual Life Insurance Company | Fixed income | $641,582 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F•••• F•••separate account | Penn Mutual Life Insurance Company | Fixed income | $684,343 held | Disclosed holding | askebsa.dol.gov |
Size and funding
44 readings
Total assets
$7.5M (2024-12) · $7.0M (2023-12) · $6.3M (2022-12)
Funding target
$7.5M (2024-01) · $7.2M (2023-01) · $6.6M (2022-05)
Discount rate
5.17% (2024-01) · 5.29% (2023-01) · 5.45% (2022-05)
Contributions
$304,000 (2024-12) · $481,000 (2023-12) · $284,000 (2022-12)
Benefits paid
$454,789 (2024-12) · $285,624 (2023-12) · $319,667 (2022-12)
Net investment income
$519,468 (2024-12) · $729,958 (2023-12) · $-188,508 (2022-12)
Investment management fees
$46,231 (2024-12) · $41,467 (2023-12) · $19,257 (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 153 | $7.5M | $7.6M | 98.5% | $8.4M | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 151 | $7.0M | $7.5M | 93.0% | $7.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 136 | $6.3M | $7.2M | 87.3% | $7.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 136 | $6.5M | $6.6M | 97.2% | $6.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Penn Mutual Life Insurance Co. codes 23 PY2025
- R. Tuzzo codes 28 PY2025
- F•••• F••• Sched. D P $565,685 PY2025
- I•••• A•••••••• S•••••••• I••• codes 11 PY2025
- R. Tuzzo codes 28 PY2024
- Penn Mutual Life Insurance Co. codes 23 PY2024
- F•••• F••• Sched. D P $595,131 PY2024
- I•••• A•••••••• S•••••••• I••• codes 11 PY2024
- Penn Mutual Life Insurance Co. codes 23 PY2023
- R. Tuzzo codes 28 PY2023
- F•••• F••• Sched. D P $641,582 PY2023
- I•••• A•••••••• S•••••••• I••• codes 11 PY2023
- Penn Mutual Life Insurance Co. codes 23 PY2022
- R. Tuzzo codes 28 PY2022
- F•••• F••• Sched. D P $684,343 PY2022
- I•••• A•••••••• S•••••••• I••• codes 11 PY2022
What changed
6 events
- Dec 31, 2025Assets changedK••••••• F•••••• B•• C•••••• R••••••••• P••• total assets $8M -> $8M (+12.1%, 2024-12-31 to 2025-12-31)
- Jan 1, 2025Funded status changedK••••••• F•••••• B•• C•••••• R••••••••• P••• funded ratio 93.0% -> 98.5% (2024-01-01 to 2025-01-01)
- Jan 1, 2024Funded status changedK••••••• F•••••• B•• C•••••• R••••••••• P••• funded ratio 87.3% -> 93.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedK••••••• F•••••• B•• C•••••• R••••••••• P••• plan assets $6M -> $7M (+11.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedK••••••• F•••••• B•• C•••••• R••••••••• P••• total assets $6M -> $7M (+11.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedK••••••• F•••••• B•• C•••••• R••••••••• P••• funded ratio 97.2% -> 87.3% (2022-05-28 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 221037050-001
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.