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••••••• U••• M•••••• C••••• P•••••• P••• f•• E•••••••• R••••••••• b• N••••
Corporate pensionStaten Island, NY
Assets
$83.0M
Total assets, Dec 31, 2024 reported
Funded
94.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: R••••••• M•••••• C•••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.5%
- Common/collective trusts 4.9%
- Registered investment companies 89.4%
Consultants and advisers
1 firms
- U•• C••••••••• G•••• Actuarythrough Dec 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- U•• A•••••••• I••plan years 2023
Commitments
1 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 | N• C••• B••• ••• T•••• F••••••• C•collective trust | Great Gray Trust Company, LLC | Fixed income | $4.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
22 readings
Form 5500 filings
2 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 | 870 | $73.1M | $77.4M | 94.7% | $83.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 793 | $61.8M | $69.3M | 95.8% | $73.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- U•• C••••••••• G•••• codes 11 34 50 $75,409 PY2024
- Baker Tilly, US LLP codes 10 $28,750 PY2024
- USI Advisors codes 28 $15,657 PY2024
- N• C••• B••• ••• T•••• F••••••• C• Sched. D C $4.0M PY2024
- U•• C••••••••• G•••• codes 11 PY2024
- USI Advisors codes 28 $61.4M PY2023
- U•• C••••••••• G•••• codes 11 34 50 $102,354 PY2023
- Baker Tilly, US LLP codes 10 $36,435 PY2023
- U•• C••••••••• G•••• codes 11 PY2023
What changed
2 events
- Dec 31, 2024Assets changedR••••••• U••• M•••••• C••••• P•••••• P••• f•• E•••••••• R••••••••• b• N•••• total assets $73M -> $83M (+13.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedR••••••• U••• M•••••• C••••• P•••••• P••• f•• E•••••••• R••••••••• b• N•••• plan assets $62M -> $73M (+18.4%, 2023-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 743177454-002
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.