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
L••••• F••••• • C•• L•• E••••••••• P•••••• P•••
Corporate pensionNEW York, NY
Assets
$14.8M
Total assets, Dec 31, 2024 reported
Funded
82.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: L••••• A•••• M••••••••• S•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.4%
- 103-12 investment entities 37.7%
- Registered investment companies 48.4%
Consultants and advisers
1 firms
- W••••• T••••• W••••• U• L•• 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
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 | L••••• I••••••••• S•••••••• E•••103 12 ie | L••••• Asset Management LLC | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | L••••• U• E••••• C••••••••• F•••103 12 ie | Great Gray Trust Co. | Public equity | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | L••••• I••••••••• S•••••••• E•••103 12 ie | L••••• Asset Management LLC | Pooled vehicles | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | L••••• U• E••••• C••••••••• F•••103 12 ie | Wilmington Trust, N.A. | Public equity | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | L••••• I••••••••• S•••••••• E•••103 12 ie | L••••• Asset Management LLC | Pooled vehicles | $4.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | L••••• U• E••••• C••••••••• F•••103 12 ie | Wilmington Trust, N.A. | Public equity | $2.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Net investment income
$-472,591 (2023-12) · $-8.2M (2022-12)
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 | 273 | $15.5M | $18.9M | 82.2% | $14.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 289 | $16.0M | $19.4M | 81.3% | $15.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 305 | $24.2M | $20.5M | 109.4% | $16.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- L••••• Intl S•••••••• E•••ty Trust Sched. D E $3.2M PY2024
- L••••• U• E••••• C••••••••• F••• Sched. D E $2.4M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- L••••• Intl S•••••••• E•••ty Trust Sched. D E $3.8M PY2023
- L••••• U• E••••• C••••••••• F••• Sched. D E $2.6M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- L•••••/wilmington US E•••ty Concent Sched. D E $2.8M PY2022
- L••••• Intl S•••••••• E•••ty Trust Sched. D E $4.3M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedL••••• F••••• • C•• L•• E••••••••• P•••••• P••• funded ratio 109.4% -> 81.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedL••••• F••••• • C•• L•• E••••••••• P•••••• P••• plan assets $24M -> $16M (-34.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135545100-001
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.