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
N••••••• E••••••• I••••••• F••• O••••• E•••••••• D•••••• B•••••• P•••••• P•••
Corporate pensionNewtown Square, PA
Assets
$10.9M
Total assets, Jun 30, 2025 reported
Funded
101.0%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
3
none on the tape
Plan sponsor: N••••••• E••••••• I••••••• F••• O••••• E•••••••• D• P•••••• P•••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Common/collective trusts 0.2%
- Registered investment companies 99.8%
Consultants and advisers
1 firms
- S•••• Actuarythrough Jun 30, 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
- B•• M•••••3 rows, latest Jun 30, 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 30, 2025 | E• T•••••••• I•••••••••collective trust | B•• M••••• | Pooled vehicles | $17,007 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | E• T•••••••• I•••••••••collective trust | B•• M••••• | Pooled vehicles | $298,505 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | E• T•••••••• I•••••••••collective trust | B•• M••••• | Pooled vehicles | $497 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 30, 2025 | 173 | $9.6M | $6.5M | 101.0% | $10.9M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 167 | $8.4M | $6.2M | 101.0% | $9.6M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 162 | $7.8M | $5.5M | 105.9% | $8.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
- Jun 30, 2025Assets changedN••••••• E••••••• I••••••• F••• O••••• E•••••••• D•••••• B•••••• P•••••• P••• total assets $10M -> $11M (+13.7%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Assets changedN••••••• E••••••• I••••••• F••• O••••• E•••••••• D•••••• B•••••• P•••••• P••• plan assets $8M -> $10M (+14.9%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedN••••••• E••••••• I••••••• F••• O••••• E•••••••• D•••••• B•••••• P•••••• P••• total assets $8M -> $10M (+15.2%, 2023-06-30 to 2024-06-30)
- Jul 1, 2023Funded status changedN••••••• E••••••• I••••••• F••• O••••• E•••••••• D•••••• B•••••• P•••••• P••• funded ratio 105.9% -> 101.0% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 232901404-001
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.