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
B•• F•••• P•••••• P•••
Corporate pensionParsippany, NJ
Assets
$88.1M
Total assets, Dec 31, 2024 reported
Funded
114.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: B•• F•••• N•••• A••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 6.0%
- Corporate debt instruments (other) 1.9%
- Corporate debt instruments (preferred) 1.9%
- U.S. Government securities 21.7%
- Employer securities 1.8%
- Other investments 35.5%
- Registered investment companies 31.0%
Consultants and advisers
5 firms
- P•••• T•••• R••••• Investment adviser (plan)through Dec 31, 2023 Form 5500
- A••••••••• T•••• R••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- L••••• S••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- M•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- B••• o• A•••••• Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- B•••• M•• C•• G•••••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
33 readings
Investment management fees
$44,503 (2023-12) · $58,490 (2022-12)
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 | 1,039 | $82.0M | $75.1M | 114.2% | $88.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,120 | $77.1M | $72.3M | 117.2% | $82.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,148 | $94.3M | $65.6M | 133.8% | $77.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- B••• o• A•••••• codes 18 28 51 $196,176 PY2024
- P•••• T•••• R••••• codes 27 50 $48,597 PY2024
- M•••••••• I••• codes 11 PY2024
- B••• o• A•••••• codes 18 28 51 $176,707 PY2023
- P•••• T•••• R••••• codes 27 50 $44,503 PY2023
- M•••••••• I••• codes 11 PY2023
- B••• o• A•••••• codes 18 28 51 $181,092 PY2022
- A••••••••• T•••• R••••• codes 27 50 $43,200 PY2022
- L••••• Large Cap G••••• codes 27 50 $9,386 PY2022
- B•••• M•• C•• G••••• codes 28 51 $5,904 PY2022
- M•••••••• I••• codes 11 PY2022
What changed
7 events
- Jan 1, 2024Funded status changedB•• F•••• P•••••• P••• funded ratio 117.2% -> 114.2% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceB•••• M•• C•• G••••• no longer appears on B•• F•••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with B•••• M•• C•• G•••••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceA••••••••• T•••• R••••• no longer appears on B•• F•••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with A••••••••• T•••• R•••••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceL••••• Large Cap G••••• no longer appears on B•• F•••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with L••••• S•••••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceP•••• T•••• R••••• appears on B•• F•••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with P•••• T•••• R•••••askebsa.dol.gov
- Jan 1, 2023Funded status changedB•• F•••• P•••••• P••• funded ratio 133.8% -> 117.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedB•• F•••• P•••••• P••• plan assets $94M -> $77M (-18.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 223640377-002
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.