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
P•••••• P••• o• L••••• 7•• • 8••• I•••••••••
Corporate pensionNEW York, NY
Assets
$75.2M
Total assets, Dec 31, 2024 reported
Funded
102.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: F•• C•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
4 firms
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2024 Form 5500
- M••••• H•••• R••••••• C••••••••• Actuarythrough Dec 31, 2022 Form 5500
- J••••••• C•••• B•••• N••• Trusteethrough Dec 31, 2022 Form 5500
- M••••• Actuarythrough Dec 31, 2022 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
30 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 | 379 | $79.1M | $70.3M | 102.5% | $75.2M | n/a | $75.2M | n/a |
| 2023 to Dec 31, 2023 | 385 | $76.5M | $72.2M | 101.0% | $79.1M | n/a | $79.1M | n/a |
| 2022 to Dec 31, 2022 | 389 | $100M | $71.2M | 112.3% | $76.4M | n/a | $76.4M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• LLC codes 11 17 50 $66,570 PY2024
- Ernst & Young LLP codes 10 50 $58,890 PY2024
- Spivak Lipton codes 29 50 $27,000 PY2024
- JP Morgan C•••• B•••, Na codes 21 50 $21,298 PY2024
- Administrative Services Only codes 13 50 $18,000 PY2024
- M••••• H•••• R••••••• C••••••••• codes 11 17 50 $17,970 PY2024
- Moss Adams LLP codes 10 50 $11,996 PY2024
- FOX Master Trust Sched. D M $75.2M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- Ernst & Young LLP codes 10 50 $50,750 PY2023
- M••••• H•••• R••••••• C••••••••• codes 11 17 50 $34,785 PY2023
- Spivak Lipton codes 29 50 $24,750 PY2023
- JP Morgan C•••• B•••, Na codes 21 50 $21,298 PY2023
- Administrative Services Only codes 13 50 $18,000 PY2023
- Moss Adams LLP codes 10 50 $11,000 PY2023
- Fox Master Trust Sched. D M $79.1M PY2023
- M••••• codes 11 PY2023
- Ernst & Young LLP codes 10 50 $48,430 PY2022
- M••••• H•••• R••••••• C••••••••• codes 11 17 50 $32,359 PY2022
- Spivak Lipton codes 29 50 $29,363 PY2022
- JP Morgan C•••• B•••, Na codes 21 50 $21,298 PY2022
- Administrative Services Only codes 13 50 $18,000 PY2022
- Moss Adams LLP codes 10 50 $10,000 PY2022
- Fox Master Trust Sched. D M $76.4M PY2022
- M••••• codes 11 PY2022
What changed
3 events
- Dec 31, 2024Consultant changedinferenceW••••• T••••• W••••• LLC appears on P•••••• P••• o• L••••• 7•• • 8••• I•••••••••'s Schedule C as pension consultant (plan year 2024 vs 2023)with W••••• T••••• W••••• U• L••askebsa.dol.gov
- Jan 1, 2023Funded status changedP•••••• P••• o• L••••• 7•• • 8••• I••••••••• funded ratio 112.3% -> 101.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP•••••• P••• o• L••••• 7•• • 8••• I••••••••• plan assets $100M -> $76M (-23.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 831825597-003
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.