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
G•• A•••••••• P•••••• P•••
Corporate pensionWestlake, TX
Assets
$38.7M
Total assets, Dec 31, 2024 reported
Funded
95.2%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
1 managers on Schedule C
Plan sponsor: G•• A•••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Insurance company general account 99.7%
- Pooled separate accounts 0.3%
Consultants and advisers
3 firms
- U• B••• Custodianthrough Dec 31, 2024 Form 5500
- B••• o• N•• Y••• M••••• Custodianthrough Dec 31, 2023 Form 5500
- A•• C••••••••• I••• Actuarythrough Dec 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- P••••••••• R••••••••• • A•••••• I••2 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- F•••••••• A••••••• L••plan years 2024
Commitments
2 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, 2024 | P••••••••• S•••••••••separate account | P••••••••• R••••••••• • A•••••• I•• | Cash | $103,530 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••••••••• S•••••••••separate account | P••••••••• R••••••••• • A•••••• I•• | Cash | $355,591 held | Disclosed holding | askebsa.dol.gov |
Size and funding
18 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 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 | 645 | n/a | n/a | n/a | $38.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 708 | $58.9M | $67.2M | 95.2% | $60.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON C••••••••• codes 11 $352,900 PY2024
- F•••••••• Advisors codes 28 $108,000 PY2024
- U• B••• codes 18 $74,805 PY2024
- Dickinson Wright PLLC codes 29 $71,041 PY2024
- Crowe LLP codes 10 $32,025 PY2024
- P••••••••• Short Term Sched. D P $103,530 PY2024
- B••• o• N•• Y••• M••••• codes 18 $42,284 PY2023
- AON C••••••••• codes 11 $28,519 PY2023
- Dickinson Wright PLLC codes 29 $26,607 PY2023
- Crowe LLP codes 10 $8,296 PY2023
- EB Temp Inv Fd Var Rt 12/31/49 Fee Sched. D C PY2023
- P••••••••• Short Term Sched. D P $355,591 PY2023
- A•• C••••••••• I••• codes 11 PY2023
What changed
2 events
- Dec 31, 2024Manager relationship startedF•••••••• Advisors appears on G•• A•••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with F•••••••• A••••••• L••askebsa.dol.gov
- Dec 31, 2024Assets changedG•• A•••••••• P•••••• P••• total assets $60M -> $39M (-36.0%, 2023-12-31 to 2024-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 541566763-001
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.