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
W•••••• I••••••••• I••• H••••• E••••••••• P•••••• P•••
Corporate pensionCharlotte, NC
Assets
n/a
Total assets, Nov 20, 2023 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2022
Commitments
7
none on the tape
Plan sponsor: A•••• P•••••••• M••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- C•••on/collective trusts 98.8%
- Pooled separate accounts 1.2%
Consultants and advisers
No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
- F••••••• I••••••••• A•••• M•••3 rows, latest Dec 31, 2022
- S•••• S••••• • R•••••• 2•••2 rows, latest Dec 31, 2022
- P••••••••1 rows, latest Dec 31, 2022
- S•••• S••••• G••••• A••••••• T••••1 rows, latest Dec 31, 2022
Commitments
7 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••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $85,691 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S••• G• A• E• E••• I•• S• I•collective trust | S•••• S••••• • R•••••• 2••• | Pooled vehicles | $33,042 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S••• S• M•• I• S•• L•• S•• X••collective trust | S•••• S••••• G••••• A••••••• T•••• | Pooled vehicles | $39,605 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S••• R•••••• S• I•• S•• L•• I•collective trust | S•••• S••••• • R•••••• 2••• | Pooled vehicles | $38,251 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• I••••••••• D••••••• C••• P•collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $963,524 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• L••• C•••••••• a• O• B•••••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• 8••• Y••• C•••••••• B•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $4.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
13 readings
Investment management fees
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 20, 2023 | 420 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 438 | n/a | n/a | n/a | $7.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••••• Life Insurance Company codes 13 50 64 $44,678 PY2023
- P••• L••••• A••••• S•• A••••• Sched. D P PY2023
- S••• G• A• E• E••• I•• S• I• Sched. D C PY2023
- S••• Sp 500 Idx Sec Lnd Ser II Sched. D C PY2023
- S••• S• M•• I• S•• L•• S•• X•• Sched. D C PY2023
- S••• R•••••• S• I•• S•• L•• I• Sched. D C PY2023
- F••• Inter Dur Ci a Sched. D C PY2023
- F••• Lg Corp a Ci a Sched. D C PY2023
- F••• 8-10 Corp Bd Cp Sched. D C PY2023
- P•••••••• Life Insurance Company codes 13 50 64 $97,843 PY2022
- L••• CPA, PLLC codes 10 50 $14,000 PY2022
- P••• L••••• A••••• S•• A••••• Sched. D P $85,691 PY2022
- S••• G• A• E• E••• I•• S• I• Sched. D C $33,042 PY2022
- S••• Sp 500 Idx Sec Lnd Ser II Sched. D C PY2022
- S••• S• M•• I• S•• L•• S•• X•• Sched. D C $39,605 PY2022
- S••• R•••••• S• I•• S•• L•• I• Sched. D C $38,251 PY2022
- F••• Inter Dur Ci a Sched. D C $963,524 PY2022
- F••• Lg Corp a Ci a Sched. D C $1.7M PY2022
- F••• 8-10 Corp Bd Cp Sched. D C $4.4M PY2022
What changed
1 events
- Nov 20, 2023Assets changedW•••••• I••••••••• I••• H••••• E••••••••• P•••••• P••• total assets $7M -> $0 (-100.0%, 2022-12-31 to 2023-11-20)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 640877945-001
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.