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
H••••••••• I•••••• S•••••••• L•• C••• B•••••• P•••
Corporate pensionH•••••••••, NJ
Assets
$9.0M
Total assets, Dec 31, 2024 reported
Funded
122.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
1 managers on Schedule C
Plan sponsor: H••••••••• I•••••• S•••••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.4%
- Registered investment companies 82.5%
Consultants and advisers
2 firms
- B•••••••• A••••••••• L•• Actuarythrough Dec 31, 2023 Form 5500
- R•••• 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)
- F••••• B•••• N••plan years 2024
Commitments
1 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, 2022 | M•• C••••••• • S••••••• A•••••• D•separate account | Voya Retirement Ins & Annuity Co | Pooled vehicles | $3.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
Investment management fees
$1,219 (2023-12) · $27,987 (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 | 416 | $6.9M | $5.6M | 122.6% | $9.0M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 381 | $5.1M | $4.1M | 123.8% | $6.9M | n/a | $0 | n/a |
| 2022 to Dec 31, 2022 | 288 | $4.0M | $2.6M | 153.7% | $5.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- F••••• B•••• N•• codes 28 $36,327 PY2024
- Voya Solution Conserv PT R6 Sched. D P PY2024
- B•••••••• A••••••••• L•• codes 11 PY2024
- Voya Solution Conserv PT R6 Sched. D P PY2023
- B•••••••• A••••••••• L•• codes 11 PY2023
- Voya Solution Conserv PT R6 Sched. D P $3.6M PY2022
- R•••• L•• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedH••••••••• I•••••• S•••••••• L•• C••• B•••••• P••• total assets $7M -> $9M (+29.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedH••••••••• I•••••• S•••••••• L•• C••• B•••••• P••• plan assets $5M -> $7M (+34.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedH••••••••• I•••••• S•••••••• L•• C••• B•••••• P••• total assets $5M -> $7M (+35.4%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedH••••••••• I•••••• S•••••••• L•• C••• B•••••• P••• funded ratio 153.7% -> 123.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedH••••••••• I•••••• S•••••••• L•• C••• B•••••• P••• plan assets $4M -> $5M (+27.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 205972964-001
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.