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
D•••••• B•••••• P••• f•• E•••••••• o• C••••••• S••••• S••••••• o• t•• D•••••• o• S••••••
Corporate pensionS•••••••, PA
Assets
$14.7M
Total assets, Jun 30, 2025 reported
Funded
80.0%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: C••••••• S••••• S••••••• o• t•• D•••••• o• S•••••••• I•••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.8%
- Non-interest-bearing cash 0.4%
- Corporate debt instruments (other) 11.3%
- U.S. Government securities 10.7%
- Registered investment companies 75.5%
Consultants and advisers
3 firms
- T•• C•••••• A••••••• G••••• L••• Investment adviser (plan)through Jun 30, 2024 Form 5500
- C••••••• B••• Trusteethrough Jun 30, 2024 Form 5500
- C••••• S••••• Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)
- A••••••••plan years 2025
- G•••••• S•••• F•••••••• S••••• G•••plan years 2024
- P••••plan years 2023
- G•••••• S•••• F•••••••• S••••• G•••plan years 2023
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
33 readings
Net investment income
$940,359 (2024-06) · $-17,354 (2023-06)
Investment management fees
$10,686 (2024-06) · $14,817 (2023-06)
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 30, 2025 | 291 | $13.8M | $12.6M | 80.0% | $14.7M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 297 | $12.9M | $13.1M | 80.0% | $13.8M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 301 | $12.9M | $13.2M | 81.2% | $12.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- C••••••• B••• codes 21 $20,600 PY2024
- MMQ & Associates P.C. codes 10 $9,750 PY2024
- A•••••••• Capital Management codes 28 51 $9,606 PY2024
- C•••••• Advisory Group codes 27 $7,899 PY2024
- G•••••• S•••• F•••••••• S••••• G••• codes 28 52 PY2024
- Pacific Investment Management Compa codes 28 52 PY2024
- C••••• S••••• codes 11 PY2024
- C••••• S••••• codes 11 15 17 38 49 50 $17,750 PY2023
- C••••••• B••• codes 21 $12,020 PY2023
- C•••••• Advisory Group codes 27 $7,669 PY2023
- G•••••• S•••• F•••••••• S••••• G••• codes 28 52 PY2023
- Pacific Investment Company LLC codes 28 52 PY2023
- C••••• S••••• codes 11 PY2023
- Pacific Investment Company LLC codes 28 52 PY2022
- G•••••• S•••• F•••••••• S••••• G••• codes 28 52 PY2022
- Serarate Account Number 1 Sched. D P PY2022
- C••••• S••••• codes 11 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceC••••• S••••• no longer appears on D•••••• B•••••• P••• f•• E•••••••• o• C••••••• S••••• S••••••• o• t•• D•••••• o• S••••••'s Schedule C as pension consultant (plan year 2024 vs 2023)with C••••• S•••••askebsa.dol.gov
- Dec 31, 2024Manager relationship startedA•••••••• Capital Management appears on D•••••• B•••••• P••• f•• E•••••••• o• C••••••• S••••• S••••••• o• t•• D•••••• o• S••••••'s Schedule C as investment manager (plan year 2024 vs 2023)with A••••••••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceC••••• S••••• appears on D•••••• B•••••• P••• f•• E•••••••• o• C••••••• S••••• S••••••• o• t•• D•••••• o• S••••••'s Schedule C as pension consultant (plan year 2023 vs 2022)with C••••• S•••••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceC•••••• Advisory Group appears on D•••••• B•••••• P••• f•• E•••••••• o• C••••••• S••••• S••••••• o• t•• D•••••• o• S••••••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with T•• C•••••• A••••••• G••••• L•••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 240818341-001
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.