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

R••••••••• I••••• P••• f•• S•••••••• I•••••••• C•••••• o• A••••••

Corporate pensionBranchville, NJ
Assets
$333M
Total assets, Dec 31, 2024 reported
Funded
116.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
13
none on the tape
Plan sponsor: S•••••••• I•••••••• C•••••• o• A••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.3%
  • Partnership/joint venture interests 0.1%
  • Common/collective trusts 97.6%
  • Common stock 0.0%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From Schedule C (investment management, code 28)
Commitments
13 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024R•••••• 3••• I•••• F•••collective trustB•••••••• I••••••••• T•••• C••••Pooled vehicles$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024W•• G• R••• A•••• F•••collective trustT••••• W•••••Real assets$33.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024I•• I••••••••• C•••••••• C•••••••collective trustI••••• R••••••• • M•••• I•••Pooled vehicles$42.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024L••• U• G••• B••• I•••• N• F•••collective trustState Street Global AdvisorsFixed income$26.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023R•••••• 3••• I•••• F•••collective trustB•••••••• I••••••••• T•••• C••••Pooled vehicles$11.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023W•• G• R••• A•••• F•••collective trustT••••• W•••••Real assets$29.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023I•• I••••••••• C•••••••• C•••••••collective trustI••••• R••••••• • M•••• I•••Pooled vehicles$22.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023L••• U• G••• B••• I•••• N• F•••collective trustState Street Global AdvisorsFixed income$27.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022R•••••• 3••• I•••• F•••collective trustB•••••••• I••••••••• T•••• C••••Pooled vehicles$7.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022W•• G• R••• A•••• F•••collective trustT••••• W•••••Real assets$26.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022I•• I••••••••• C•••••••• C•••••••collective trustI••••• R••••••• • M•••• I•••Pooled vehicles$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022L••• U• G••• B••• I•••• N• F•••collective trustState Street Global AdvisorsFixed income$6.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022C•• G••••• T•••• R•••••collective trustW••••••••• T•••• C••••••Pooled vehicles$24.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
28 readings
Total assets
$333M Dec 31, 2024 reported Form 5500
$348M (2023-12) · $342M (2022-12)
Plan assets
$348M Jan 1, 2024 reported Form 5500
$342M (2023-01) · $456M (2022-01)
Net assets
$332M Dec 31, 2024 reported Form 5500
$348M (2023-12) · $342M (2022-12)
Funded ratio
116.7% Jan 1, 2024 reported Form 5500
111.4% (2023-01) · 135.0% (2022-01)
Funding target
$308M Jan 1, 2024 reported Form 5500
$317M (2023-01) · $301M (2022-01)
Discount rate
5.14% Jan 1, 2024 reported Form 5500
5.07% (2023-01) · 5.42% (2022-01)
Participants
2,765 Jan 1, 2024 reported Form 5500
2,807 (2023-01) · 2,840 (2022-01)
Benefits paid
$16.0M Dec 31, 2024 reported Form 5500
$14.8M (2023-12) · $14.1M (2022-12)
Net investment income
$-15.9M Dec 31, 2024 reported Form 5500
$6.7M (2023-12) · $-115M (2022-12)
Investment management fees
$633,316 Dec 31, 2022 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,765$348M$308M116.7%$333M$315,086n/an/a
2023 to Dec 31, 20232,807$342M$317M111.4%$348M$347,764n/an/a
2022 to Dec 31, 20222,840$456M$301M135.0%$342M$356,435n/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
6 events
  • Dec 31, 2024Manager relationship endedinference
    W••••••••• Trust Co no longer appears on R••••••••• I••••• P••• f•• S•••••••• I•••••••• C•••••• o• A••••••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with W••••••••• T•••• C••••••askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    R••••••••• I••••• P••• f•• S•••••••• I•••••••• C•••••• o• A•••••• funded ratio 111.4% -> 116.7% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    R••••••••• I••••• P••• f•• S•••••••• I•••••••• C•••••• o• A•••••• no longer reports C•• G••••• T•••• R••••• (W••••••••• T•••• C••••••) (last held $24M at 2022-12-31; absent from the 2023-12-31 filing)
    with W••••••••• T•••• C••••••askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    W••••••••• Trust Co appears on R••••••••• I••••• P••• f•• S•••••••• I•••••••• C•••••• o• A••••••'s Schedule C as investment manager (plan year 2023 vs 2022)
    with W••••••••• T•••• C••••••askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    R••••••••• I••••• P••• f•• S•••••••• I•••••••• C•••••• o• A•••••• funded ratio 135.0% -> 111.4% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    R••••••••• I••••• P••• f•• S•••••••• I•••••••• C•••••• o• A•••••• plan assets $456M -> $342M (-25.2%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 221272390-003
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.