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
A•• C••••• T••••••••• P•••••• P••• f•• E••••••• E••••••••
Corporate pensionDothan, AL
Assets
$33.8M
Total assets, Dec 31, 2024 reported
Funded
115.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: A•• C••••• T•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 2.3%
- Corporate debt instruments (other) 67.5%
- U.S. Government securities 29.5%
- Other investments 0.8%
Consultants and advisers
2 firms
- S••••• R•••••••• P••• S•••••••• I•• Actuarythrough Dec 31, 2023 Form 5500
- S••••• R••••••••• P••• S••••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- B•• P•••••• R••• C•••••••••plan years 2023
- S••••••• C•••••• M••••••••• 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
30 readings
Contributions
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 | 1,185 | $35.4M | $33.9M | 115.0% | $33.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,097 | $52.5M | $55.1M | 104.8% | $35.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,121 | $70.5M | $54.1M | 124.0% | $52.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S••••• R••••••••• P••• S••••••• codes 11 15 50 64 $160,605 PY2024
- S••••••• Capital Management Ll codes 28 50 $84,541 PY2024
- Capfinancial Partners LLC codes 26 50 $81,498 PY2024
- B•• P•••••• R••• C••••••••• codes 28 50 $60,000 PY2024
- Barbacane, Thornton & Company codes 10 50 $10,238 PY2024
- S••••• R••••••••• P••• S••••••• codes 11 PY2024
- S••••• R••••••••• P••• S••••••• codes 11 15 50 64 $148,142 PY2023
- S••••••• Capital Management Ll codes 28 50 $89,681 PY2023
- Capfinancial Partners LLC codes 26 50 $78,741 PY2023
- B•• P•••••• R••• C••••••••• codes 28 50 $9,750 PY2023
- Barbacane, Thornton & Company codes 10 50 $9,750 PY2023
- S••••• R••••••••• P••• S••••••• codes 11 PY2023
- S••••• R••••••••• P••• S••••••• codes 15 50 64 $107,501 PY2022
- S••••••• Capital Management Ll codes 28 50 $36,471 PY2022
- Capfinancial Partners LLC codes 26 50 $20,225 PY2022
- Barbacane, Thornton & Company codes 10 50 $9,100 PY2022
- Charles S••••• & Co., Inc codes 33 50 59 71 $124 PY2022
- S••••• R••••••••• P••• S••••••• codes 11 PY2022
What changed
6 events
- Jan 1, 2024Funded status changedA•• C••••• T••••••••• P•••••• P••• f•• E••••••• E•••••••• funded ratio 104.8% -> 115.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedA•• C••••• T••••••••• P•••••• P••• f•• E••••••• E•••••••• plan assets $53M -> $35M (-32.6%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedB•• P•••••• R••• C••••••••• appears on A•• C••••• T••••••••• P•••••• P••• f•• E••••••• E••••••••'s Schedule C as investment manager (plan year 2023 vs 2022)with B•• P•••••• R••• C•••••••••askebsa.dol.gov
- Dec 31, 2023Assets changedA•• C••••• T••••••••• P•••••• P••• f•• E••••••• E•••••••• total assets $53M -> $35M (-32.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedA•• C••••• T••••••••• P•••••• P••• f•• E••••••• E•••••••• funded ratio 124.0% -> 104.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedA•• C••••• T••••••••• P•••••• P••• f•• E••••••• E•••••••• plan assets $70M -> $53M (-25.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 630364620-001
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.