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
C••••••• D••••• I••• C••• B•••••• P•••••• P•••
Corporate pensionOntario, CA
Assets
$4.8M
Total assets, Apr 30, 2025 reported
Funded
131.6%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: C••••••• D••••• I••
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 17.2%
- Other investments 2.3%
- Registered investment companies 80.5%
Consultants and advisers
2 firms
- R••••••••• C•••••• M••••••••• Investment adviser (plan)through Apr 30, 2024 Form 5500
- O•• • A••••••••• I••• Actuarythrough Apr 30, 2024 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Apr 30, 2025 | 156 | $4.6M | $3.5M | 131.6% | $4.8M | $0 | $0 | $0 |
| 2023 to Apr 30, 2024 | 132 | $4.2M | $3.1M | 133.3% | $4.5M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- R••••••••• C•••••• M••••••••• codes 27 $35,569 PY2024
- O•• • A••••••••• I••• codes 11 PY2024
- R••••••••• C•••••• M••••••••• codes 27 $31,901 PY2023
- O•• • A••••••••• I••• codes 11 PY2023
What changed
1 events
- May 1, 2024Assets changedC••••••• D••••• I••• C••• B•••••• P•••••• P••• plan assets $4M -> $5M (+10.4%, 2023-05-01 to 2024-05-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 953894688-002
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.