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
H•••••• • K••••• D•••••• B•••••• P•••••• P•••
Corporate pensionBrandon, FL
Assets
n/a
Total assets, Oct 1, 2024 reported
Funded
110.4%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
1
none on the tape
Plan sponsor: H•••••• • K••••• L••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 75.8%
- Other investments 24.2%
Consultants and advisers
2 firms
- P•••••••• T•••• C•• Custodianthrough Dec 31, 2022 Form 5500
- O•••••• T•••• C••••••••• L•• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- P••••••••• T•••• C••1 rows, latest Dec 31, 2022
From Schedule C (investment management, code 28)
- P••• C••• P••• B••• F•••plan years 2022
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, 2022 | P••••••••• C••• P••• B••• F•••collective trust | P••••••••• T•••• C•• | Fixed income | $3.4M held | Disclosed holding | askebsa.dol.gov |
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 Oct 1, 2024 | 129 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 421 | $21.3M | $21.3M | 110.4% | $5.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 465 | $27.8M | $23.5M | 114.0% | $21.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Delaware Charter Guarantee & Trust codes 19 21 $9,117 PY2024
- Delaware Charter Guarantee & Trust codes 19 21 $11,513 PY2023
- P••• C••• P••• B••• F••• codes 51 $7,049 PY2023
- P••••••••• C••• P••• B••• F••• Sched. D C PY2023
- O•••••• T•••• C••••••••• L•• codes 11 PY2023
- Delaware Charter Guarantee & Trust codes 19 21 $10,360 PY2022
- P••• C••• P••• B••• F••• codes 51 $7,040 PY2022
- P••••••••• C••• P••• B••• F••• Sched. D C $3.4M PY2022
- O•••••• T•••• C••••••••• L•• codes 11 PY2022
What changed
4 events
- Oct 1, 2024Assets changedH•••••• • K••••• D•••••• B•••••• P•••••• P••• total assets $6M -> $0 (-100.0%, 2023-12-31 to 2024-10-01)
- Dec 31, 2023Assets changedH•••••• • K••••• D•••••• B•••••• P•••••• P••• total assets $21M -> $6M (-73.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedH•••••• • K••••• D•••••• B•••••• P•••••• P••• funded ratio 113.9% -> 110.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedH•••••• • K••••• D•••••• B•••••• P•••••• P••• plan assets $28M -> $21M (-23.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 590663819-002
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.