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.
Corporate pension
Wakefern Pension Plan
Corporate pensionKeasbey, NJ
Assets
$131M
Total assets, Oct 31, 2025 reported
Funded
81.2%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
1
1 managers on Schedule C
Plan sponsor: Wakefern Food Corp.
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.1%
- Corporate debt instruments (other) 36.6%
- Corporate debt instruments (preferred) 37.3%
- Common stock 16.9%
- Real estate (other than employer real property) 3.6%
Consultants and advisers
3 firms
- Northern Trust Co. Custodianthrough Oct 31, 2024 Form 5500
- Mercer Actuarythrough Oct 31, 2023 Form 5500
- Morgan Stanley Smith Barney Custodianthrough Oct 31, 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
- Legal and General1 rows, latest Oct 31, 2023
From Schedule C (investment management, code 28)
- AON Investments USA Incplan years 2025
- Metlife Investment Managementplan years 2023
- Barksdale Investment Managerplan years 2023
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 Oct 31, 2023 | Legal & General S&p 500 Cit Fundcollective trust | Legal and General | Pooled vehicles | $11.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Investment management fees
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 Oct 31, 2025 | 982 | $141M | $162M | 81.2% | $131M | n/a | n/a | $4.8M |
| 2023 to Oct 31, 2024 | 1,023 | $124M | $167M | 80.0% | $141M | n/a | n/a | $4.6M |
| 2022 to Oct 31, 2023 | 1,056 | $134M | $167M | 87.5% | $124M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Investment codes 28 50 $124,971 PY2024
- Northern Trust codes 19 27 33 49 50 71 72 99 $22,269 PY2024
- Mercer codes 11 PY2024
- Northern Trust codes 19 27 33 49 50 71 72 99 $171,593 PY2023
- Legal & General S&p 500 Cit Fund Sched. D C PY2023
- Mercer codes 11 PY2023
- Metlife Investment Management, LLC codes 28 $166,639 PY2022
- Morgan Stanley Smith Barney LLC codes 19 27 33 49 50 71 72 99 $104,972 PY2022
- Weaver C. Barksdale & Assoc., Inc. codes 28 $85,865 PY2022
- Legal & General S&p 500 Cit Fund Sched. D C $11.8M PY2022
- Mercer codes 11 PY2022
What changed
8 events
- Dec 31, 2024Manager relationship startedAON Investment appears on Wakefern Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with AON Investments USA Incaskebsa.dol.gov
- Nov 1, 2024Assets changedWakefern Pension Plan plan assets $124M -> $141M (+13.8%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Assets changedWakefern Pension Plan total assets $124M -> $141M (+13.8%, 2023-10-31 to 2024-10-31)
- Dec 31, 2023Manager relationship endedinferenceMetlife Investment Management, LLC no longer appears on Wakefern Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Metlife Investment Managementaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceNorthern Trust appears on Wakefern Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Northern Trust Co.askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceMorgan Stanley Smith Barney LLC no longer appears on Wakefern Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Morgan Stanley Smith Barneyaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceWeaver C. Barksdale & Assoc., Inc. no longer appears on Wakefern Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Barksdale Investment Manageraskebsa.dol.gov
- Nov 1, 2023Funded status changedWakefern Pension Plan funded ratio 87.5% -> 80.0% (2022-11-01 to 2023-11-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 221434516-001
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.