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•••••• a•• R••••••• K•••••••• E••••••••• S••••••• P••• a•• T•••• A••••••••
Corporate pensionLexington, KY
Assets
$40.5M
Total assets, Jun 29, 2025 reported
Funded
88.3%
Jun 30, 2024
Private markets target
n/a
policy Jun 29, 2025
Commitments
3
none on the tape
Plan sponsor: K•••••••• A••••••••• I•••
Allocation policy
Form 5500, as of Jun 29, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Common/collective trusts 58.8%
- Registered investment companies 39.1%
Consultants and advisers
2 firms
- M•••••••• I••• Actuarythrough Jun 29, 2023 Form 5500
- T••••••••• R••••••••• S•••••••• Actuarythrough Jun 29, 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
- W••••••••• T••••3 rows, latest Jun 29, 2025
Commitments
3 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 Jun 29, 2025 | W••••••••• G••••• A•••••••collective trust | W••••••••• T•••• | Pooled vehicles | $23.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 29, 2024 | W••••••••• G••••• A•••••••collective trust | W••••••••• T•••• | Pooled vehicles | $21.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 29, 2023 | W••••••••• G••••• A•••••••collective trust | W••••••••• T•••• | Pooled vehicles | $19.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 Jun 29, 2025 | 430 | $37.0M | $38.8M | 88.3% | $40.5M | n/a | n/a | n/a |
| 2023 to Jun 29, 2024 | 442 | $33.4M | $37.0M | 81.8% | $37.0M | n/a | n/a | n/a |
| 2022 to Jun 29, 2023 | 447 | $31.3M | $34.4M | 80.0% | $33.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••••• Inc codes 11 15 $102,922 PY2024
- DB Growth Portfolio Institutional C Sched. D C $23.8M PY2024
- M•••••••• I••• codes 11 PY2024
- M••••••• Inc codes 11 15 $84,052 PY2023
- DB Growth Portfolio Institutional C Sched. D C $21.1M PY2023
- M•••••••• I••• codes 11 PY2023
- M••••••• Inc codes 11 15 $82,956 PY2022
- National Financial Services codes 33 71 PY2022
- T••••••••• R••••••••• S•••••••• codes 11 12 15 28 38 50 59 61 62 63 64 PY2022
- DB Growth Portfolio Institutional C Sched. D C $19.4M PY2022
- M•••••••• I••• codes 11 PY2022
What changed
4 events
- Jun 30, 2024Funded status changedA•••••• a•• R••••••• K•••••••• E••••••••• S••••••• P••• a•• T•••• A•••••••• funded ratio 81.8% -> 88.3% (2023-06-30 to 2024-06-30)
- Jun 30, 2024Assets changedA•••••• a•• R••••••• K•••••••• E••••••••• S••••••• P••• a•• T•••• A•••••••• plan assets $33M -> $37M (+11.0%, 2023-06-30 to 2024-06-30)
- Jun 29, 2024Assets changedA•••••• a•• R••••••• K•••••••• E••••••••• S••••••• P••• a•• T•••• A•••••••• total assets $33M -> $37M (+11.0%, 2023-06-29 to 2024-06-29)
- Dec 31, 2023Manager relationship endedinferenceT••••••••• R••••••••• S•••••••• no longer appears on A•••••• a•• R••••••• K•••••••• E••••••••• S••••••• P••• a•• T•••• A••••••••'s Schedule C as investment manager (plan year 2023 vs 2022)with T••••••••• R••••••••• S••••••••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 610597425-001
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.