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•••••• R••••••••• G••••• A•••••• P•••
Corporate pensionLexington, KY
Assets
$313M
Total assets, Dec 31, 2024 reported
Funded
89.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: L•••••• I••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 99.2%
Consultants and advisers
1 firms
- 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
29 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 | 2,966 | $354M | $423M | 89.5% | $313M | n/a | $311M | n/a |
| 2023 to Dec 31, 2023 | 3,035 | $352M | $435M | 88.2% | $354M | n/a | $346M | n/a |
| 2022 to Dec 31, 2022 | 3,100 | $490M | $440M | 106.5% | $352M | n/a | $352M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••• (US) Inc codes 11 17 50 $273,012 PY2024
- Fidelity Inv Inst Ops Co codes 13 15 50 $222,883 PY2024
- Cherry Bekaert codes 10 50 $25,700 PY2024
- L•••••• Retirement G••••• A•••••• P Sched. D M $311M PY2024
- M••••• codes 11 PY2024
- M••••• (US) Inc codes 11 17 50 $203,875 PY2023
- Fidelity Inv Inst Ops Co codes 13 15 50 $170,848 PY2023
- MCM CPAS & Advisors LLP codes 10 50 $32,235 PY2023
- L•••••• Retirement G••••• A•••••• P Sched. D M $346M PY2023
- M••••• codes 11 PY2023
- Fidelity Inv Inst Ops Co codes 13 15 50 $234,710 PY2022
- M••••• (US) Inc codes 11 17 50 $221,871 PY2022
- MCM CPAS & Advisors LLP codes 10 50 $43,775 PY2022
- Dinsmore & Shohl LLP codes 29 50 $19,263 PY2022
- L•••••• Retirement G••••• A•••••• P Sched. D M $352M PY2022
- M••••• codes 11 PY2022
What changed
3 events
- Dec 31, 2024Assets changedL•••••• R••••••••• G••••• A•••••• P••• total assets $354M -> $313M (-11.6%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedL•••••• R••••••••• G••••• A•••••• P••• funded ratio 106.5% -> 88.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedL•••••• R••••••••• G••••• A•••••• P••• plan assets $490M -> $352M (-28.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 061308215-001
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.