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
W••••••• I••••••• E•••••••• P•••••• P•••
Corporate pensionTulsa, OK
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
108.7%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2022
Commitments
1
none on the tape
Plan sponsor: T•• W••••••• C••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 0.0%
- Corporate debt instruments (preferred) 0.0%
- U.S. Government securities 0.0%
- I•••••••• company general account 0.0%
- Other investments 0.0%
- Master trust investment accounts 99.7%
- Registered investment companies 0.0%
Consultants and advisers
3 firms
- A•• Actuarythrough Dec 31, 2022 Form 5500
- B••• o• O••••••• Trusteethrough Dec 31, 2022 Form 5500
- A•• C••••••••• I••• Actuarythrough Dec 31, 2022 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
- M••••••••• L••• I•••••••• C••••••1 rows, latest Dec 31, 2022
Commitments
1 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 Dec 31, 2022 | B•••••••• B•••• M••••• B••• F•••separate account | M••••••••• L••• I•••••••• C•••••• | Fixed income | $177,744 held | Disclosed holding | askebsa.dol.gov |
Size and funding
21 readings
Investment management fees
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 4,416 | $317M | $249M | 108.7% | $0 | n/a | $0 | n/a |
| 2022 to Dec 31, 2022 | 4,652 | $388M | $261M | 107.5% | $393M | n/a | $392M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fidelity Employers Services Company codes 13 15 38 49 64 65 99 $388,050 PY2023
- A•• C••••••••• I••• codes 11 17 49 99 $140,565 PY2023
- Bokf, Na DBA B••• o• O••••••• codes 21 24 25 31 49 99 $54,406 PY2023
- W••••••• Companies,inc.master Trust Sched. D M PY2023
- Metlife Separate Acct 377 Sched. D P PY2023
- A•• C••••••••• I••• codes 11 PY2023
- Fidelity Employers Services Company codes 13 15 38 49 64 65 99 $336,250 PY2022
- A•• C••••••••• I••• codes 11 17 49 99 $104,405 PY2022
- Bokf, Na DBA B••• o• O••••••• codes 21 24 25 31 49 99 $59,799 PY2022
- W••••••• Companies,inc.master Trust Sched. D M $392M PY2022
- Metlife Separate Acct 377 Sched. D P $177,744 PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
2 events
- Dec 31, 2023Assets changedW••••••• I••••••• E•••••••• P•••••• P••• total assets $393M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedW••••••• I••••••• E•••••••• P•••••• P••• plan assets $388M -> $317M (-18.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 730569878-010
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.