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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Corporate pension
M•••••• R••••••••• P•••
Corporate pensionBridgewater, NJ
Assets
$7.9B
Total assets, Dec 31, 2024 reported
Funded
94.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: M•••••• G••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 28.0%
- Corporate debt instruments (preferred) 14.4%
- U.S. Government securities 28.1%
- I•••••••• company general account 1.9%
- Other investments 10.2%
- Partnership/joint venture interests 1.2%
- Registered investment companies 2.3%
- Common stock 6.0%
- Preferred stock 0.0%
Consultants and advisers
2 firms
- M••••••••• L••• I•••••••• C•••••• Custodianthrough Dec 31, 2022 Form 5500
- M•••••••• 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••••••3 rows, latest Dec 31, 2024
Commitments
6 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, 2024 | M•••••• L••• D••••••• B••• 3••separate account | M••••••••• L••• I•••••••• C•••••• | Fixed income | $336M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | B•••••••• B•••• M••••• B••• F•••separate account | M••••••••• L••• I•••••••• C•••••• | Fixed income | $373M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | M•••••• L••• D••••••• B••• 3••separate account | M••••••••• L••• I•••••••• C•••••• | Fixed income | $177M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | B•••••••• B•••• M••••• B••• F•••separate account | M••••••••• L••• I•••••••• C•••••• | Fixed income | $435M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M•••••• L••• D••••••• B••• 3••separate account | M••••••••• L••• I•••••••• C•••••• | Fixed income | $169M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | B•••••••• B•••• M••••• B••• F•••separate account | M••••••••• L••• I•••••••• C•••••• | Fixed income | $436M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 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 Dec 31, 2024 | 13,263 | $7.8B | $7.7B | 94.2% | $7.9B | $94.6M | n/a | n/a |
| 2023 to Dec 31, 2023 | 12,300 | $7.8B | $7.8B | 93.7% | $7.9B | $101M | n/a | n/a |
| 2022 to Dec 31, 2022 | 11,969 | $10B | $7.6B | 108.3% | $7.9B | $124M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••••••• L••• I•••••••• C•••••• codes 13 18 28 51 $23.4M PY2024
- Alight Solutions LLC codes 15 64 $1.2M PY2024
- Automatic Data Processing codes 13 50 $621,362 PY2024
- M••••••• codes 11 50 $53,374 PY2024
- Heitman America Real Estate 759 Sched. D P $11.8M PY2024
- Hamilton Lane Private Equity 794 Sched. D P $9.7M PY2024
- L••• D••••••• Gov't Credit 566 Sched. D P $759M PY2024
- International Equity Fund 372 Sched. D P $207M PY2024
- Neuberger Hedge Fund 424 Sched. D P $6,422 PY2024
- U.S. Aggregate B••• Index 835 Sched. D P $161M PY2024
- MET I&r Private Equity 285 Sched. D P $373M PY2024
- L••• D••••••• B••• 565 Sched. D P $5.9M PY2024
- Private Real Estate Inv Trust 564 Sched. D P $171M PY2024
- M•••••• I & R Hedge Fund 672 Sched. D P $439,105 PY2024
- Bloomberg US L••• Credit Ind 686 Sched. D P $988M PY2024
- U.S. Aggregate B••• Index 836 Sched. D P $161M PY2024
- Barclays High Yield Index 700 Sched. D P $5.6M PY2024
- Barclays US L••• Gov/bond Index 800 Sched. D P $745M PY2024
- Baillie Gifford Overseas Limited739 Sched. D P $271,917 PY2024
- Derivatives and Cash Account Subd Sched. D P $2.5M PY2024
- M•••••• Core Property Fund 746 Sched. D P $83.6M PY2024
- US L••• Gov/credit B••• 817 Sched. D P $653M PY2024
- M••••••••• Index Fd Mi Via Sa #ii Sched. D P $250M PY2024
- Barclays US L••• Gov't Credit 819 Sched. D P $18.3M PY2024
- Markit Iboxx Usd Liquid Index 891 Sched. D P $4.0M PY2024
- Mngd Private Placements 892 Sched. D P $179M PY2024
- Markit Iboxx Usd Liquid Index 893 Sched. D P $1.1M PY2024
- Mngd Private Placements 894 Sched. D P $186M PY2024
- Bloomberg US Intermediate Trea 930 Sched. D P $560M PY2024
- Bloomberg US Intermediate Cred 931 Sched. D P $336M PY2024
- Bloomberg US Intermediate Cred 932 Sched. D P $336M PY2024
- Barclays Agg Core Index Fund 377 Sched. D P PY2024
- M•••••• L••• D••••••• B••• 3•• Sched. D P $966M PY2024
- M•••••• R••••••••• P••• Reit 469 Sched. D P $31.9M PY2024
- M••••••• codes 11 PY2024
- M••••••••• L••• I•••••••• C•••••• codes 13 18 28 51 $25.2M PY2023
- Automatic Data Processing codes 13 50 $1.3M PY2023
- Alight Solutions LLC codes 15 64 $1.3M PY2023
- M••••••• codes 11 50 $99,342 PY2023
- Heitman America Real Estate 759 Sched. D P $17.7M PY2023
- Hamilton Lane Private Equity 794 Sched. D P $11.5M PY2023
- L••• D••••••• Gov't Credit 566 Sched. D P $535M PY2023
- International Equity Fund 372 Sched. D P $200M PY2023
- Neuberger Hedge Fund 424 Sched. D P $18,880 PY2023
- U.S. Aggregate B••• Index 835 Sched. D P $440M PY2023
- MET I&r Private Equity 285 Sched. D P $435M PY2023
- L••• D••••••• B••• 565 Sched. D P $554M PY2023
- Private Real Estate Inv Trust 564 Sched. D P $185M PY2023
- M•••••• I & R Hedge Fund 672 Sched. D P $583,778 PY2023
- Bloomberg US L••• Credit Bd Ind 686 Sched. D P $1.0B PY2023
- U.S. Aggregate B••• Index 836 Sched. D P $179M PY2023
- Barclays High Yield Index 700 Sched. D P $86.0M PY2023
- Barclays US L••• Gov/bond Index 800 Sched. D P $517M PY2023
- Baillie Gifford Overseas Limited739 Sched. D P $82.0M PY2023
- Derivatives and Cash Account Subd Sched. D P $8.8M PY2023
- M•••••• Core Property Fund 746 Sched. D P $88.9M PY2023
- US L••• Gov/credit B••• 817 Sched. D P $487M PY2023
- M••••••••• Index Fd Mi Via Sa #ii Sched. D P $122M PY2023
- Barclays US L••• Gov't Credit 819 Sched. D P $19.0M PY2023
- Markit Iboxx Usd Liquid Index 891 Sched. D P $2.4M PY2023
- Mngd Private Placements 892 Sched. D P $183M PY2023
- Markit Iboxx Usd Liquid Index 893 Sched. D P $1.0M PY2023
- Mngd Private Placements 894 Sched. D P $177M PY2023
- Barclays Agg Core Index Fund 377 Sched. D P $1.3B PY2023
- M•••••• L••• D••••••• B••• 3•• Sched. D P $918M PY2023
- M•••••• R••••••••• P••• Reit 469 Sched. D P $29.5M PY2023
- M••••••• codes 11 PY2023
- M••••••••• L••• I•••••••• C•••••• codes 13 18 28 51 $26.8M PY2022
- Alight Solutions LLC codes 15 64 $1.3M PY2022
- Automatic Data Processing codes 13 50 $1.1M PY2022
- M••••••• codes 11 50 $88,000 PY2022
- Heitman America Real Estate 759 Sched. D P $20.6M PY2022
- Hamilton Lane Private Equity 794 Sched. D P $12.9M PY2022
- L••• D••••••• Gov't Credit 566 Sched. D P $618M PY2022
- International Equity Fund 372 Sched. D P $192M PY2022
- Neuberger Hedge Fund 424 Sched. D P $20,695 PY2022
- U.S. Aggregate B••• Index 835 Sched. D P $225M PY2022
- MET I&r Private Equity 285 Sched. D P $436M PY2022
- L••• D••••••• B••• 565 Sched. D P $639M PY2022
- Private Real Estate Inv Trust 564 Sched. D P $226M PY2022
What changed
2 events
- Jan 1, 2023Funded status changedM•••••• R••••••••• P••• funded ratio 108.3% -> 93.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedM•••••• R••••••••• P••• plan assets $10.4B -> $7.8B (-25.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 550790010-001
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.