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

T•• G••• P•••••• P•••

Corporate pensionClayton, MO
Assets
$146M
Total assets, Dec 31, 2024 reported
Funded
149.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: O••• 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
2 firms
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
29 readings
Total assets
$146M Dec 31, 2024 reported Form 5500
$150M (2023-12) · $151M (2022-12)
Plan assets
$150M Jan 1, 2024 reported Form 5500
$151M (2023-01) · $178M (2022-01)
Net assets
$146M Dec 31, 2024 reported Form 5500
$150M (2023-12) · $151M (2022-12)
Funded ratio
149.8% Jan 1, 2024 reported Form 5500
145.8% (2023-01) · 136.3% (2022-01)
Funding target
$54.9M Jan 1, 2024 reported Form 5500
$59.0M (2023-01) · $77.2M (2022-01)
Discount rate
5.08% Jan 1, 2024 reported Form 5500
5.06% (2023-01) · 2.62% (2022-01)
Participants
1,158 Jan 1, 2024 reported Form 5500
1,214 (2023-01) · 1,274 (2022-01)
Contributions
$0 Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$6.2M Dec 31, 2024 reported Form 5500
$6.6M (2023-12) · $6.6M (2022-12)
Net investment income
$-4.1M Dec 31, 2024 reported Form 5500
$-1.1M (2023-12) · $-27.3M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,158$150M$54.9M149.8%$146Mn/a$146Mn/a
2023 to Dec 31, 20231,214$151M$59.0M145.8%$150Mn/a$150Mn/a
2022 to Dec 31, 20221,274$178M$77.2M136.3%$151Mn/a$151Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • O••• C••••••••• codes 35 50 $93,726 PY2024
  • The S•••• Group, Inc. codes 11 16 50 $56,502 PY2024
  • Conduent Hr Services codes 14 50 $23,002 PY2024
  • Rubinbrown LLP codes 10 50 $18,800 PY2024
  • O••• C••••••••• codes 49 50 $7,172 PY2024
  • O••• Corp Master Retirement Trust Sched. D M $146M PY2024
  • S•••• codes 11 PY2024
  • O••• C••••••••• codes 35 50 $90,170 PY2023
  • Sibson Consulting codes 11 16 50 $34,514 PY2023
  • Conduent Hr Services codes 14 50 $22,032 PY2023
  • Rubinbrown LLP codes 10 50 $18,100 PY2023
  • O••• C••••••••• codes 49 50 $2,904 PY2023
  • O••• Corp Master Retirement Trust Sched. D M $150M PY2023
  • S•••• codes 11 PY2023
  • O••• C••••••••• codes 35 50 $54,659 PY2022
  • Sibson Consulting codes 11 16 50 $50,544 PY2022
  • Rubinbrown LLP codes 10 50 $18,100 PY2022
  • O••• C••••••••• codes 49 50 $795 PY2022
  • O••• Corp Master Retirement Trust Sched. D M $151M PY2022
  • S•••• codes 11 PY2022
What changed
3 events
  • Jan 1, 2024Funded status changed
    T•• G••• P•••••• P••• funded ratio 145.8% -> 149.8% (2023-01-01 to 2024-01-01)
  • Jan 1, 2023Funded status changed
    T•• G••• P•••••• P••• funded ratio 136.3% -> 145.8% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    T•• G••• P•••••• P••• plan assets $178M -> $151M (-15.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131872319-081
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.