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
D•••••• B•••••• P••• f•• U••••• W•• o• N•• Y••• C•••
Corporate pensionNY, NY
Assets
$14.0M
Total assets, Dec 31, 2024 reported
Funded
94.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
none on the tape
Plan sponsor: U••••• W•• o• N•• Y••• C•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.8%
- Insurance company general account 0.0%
- Common/collective trusts 99.2%
Consultants and advisers
3 firms
- P•••••••• T•••• C•• Trusteethrough Dec 31, 2022 Form 5500
- A•• E•••••••• L••• I•• C• Trusteethrough Dec 31, 2022 Form 5500
- U•• C••••••••• G•••• 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
- W•••• F••••3 rows, latest Dec 31, 2024
Commitments
15 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 | P••••••••• I••• E••• I••••collective trust | P•••••••• | Pooled vehicles | $344,138 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | R•••••• 2••• I•••• C•• N•collective trust | P•••••••• | Pooled vehicles | $121,643 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P••••••••• S•• M• I••• C••collective trust | P•••••••• | Pooled vehicles | $177,552 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P••••••••• S•• 5•• I••••collective trust | P•••••••• | Pooled vehicles | $764,961 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | L•••••••• D••••• S••••••• C•• I•collective trust | W•••• F•••• | Pooled vehicles | $12.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••••••••• I••• E••• I••••collective trust | P•••••••• | Pooled vehicles | $408,621 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | R•••••• 2••• I•••• C•• N•collective trust | P•••••••• | Pooled vehicles | $144,780 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••••••••• S•• M• I••• C••collective trust | P•••••••• | Pooled vehicles | $210,649 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••••••••• S•• 5•• I••••collective trust | P•••••••• | Pooled vehicles | $850,774 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | L•••••••• D••••• S••••••• C•• I•collective trust | W•••• F•••• | Pooled vehicles | $13.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••••••••• I••• E••• I••••collective trust | P•••••••• | Pooled vehicles | $430,915 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | R•••••• 2••• I•••• C•• N•collective trust | P•••••••• | Pooled vehicles | $138,087 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••••••••• S•• M• I••• C••collective trust | P•••••••• | Pooled vehicles | $211,002 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••••••••• S•• 5•• I••••collective trust | P•••••••• | Pooled vehicles | $871,510 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | L•••••••• D••••• S••••••• C•• I•collective trust | W•••• F•••• | Pooled vehicles | $13.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Investment management fees
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 | 153 | $15.2M | $16.3M | 94.2% | $14.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 154 | $14.9M | $16.2M | 93.3% | $15.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 155 | $20.5M | $16.2M | 117.7% | $14.9M | 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 $63,050 PY2024
- P•••••••• Trust Company codes 15 21 34 $59,735 PY2024
- P•••••••• R•••••• 2••• I•••• C•• N• Sched. D C $121,643 PY2024
- P•••••••• S&p Midcap I•••• Cit N Sched. D C $177,552 PY2024
- International Equity I•••• Cit N Sched. D C $344,138 PY2024
- P•••••••• S&p 500 I•••• Sched. D C $764,961 PY2024
- L•••••••• D••••• S••••••• C•• I• N Sched. D C $12.5M PY2024
- U•• C••••••••• G•••• codes 11 PY2024
- P•••••••• Trust Company codes 15 21 34 $60,583 PY2023
- E•••••••• codes 15 21 34 $3,563 PY2023
- P•••••••• R•••••• 2••• I•••• C•• N• Sched. D C $144,780 PY2023
- International Equity I•••• Cit N Sched. D C $408,621 PY2023
- P•••••••• S&p Midcap I•••• Cit N Sched. D C $210,649 PY2023
- P•••••••• S&p 500 I•••• Sched. D C $850,774 PY2023
- L•••••••• D••••• S••••••• C•• I• N Sched. D C $13.4M PY2023
- U•• C••••••••• G•••• codes 11 PY2023
- P•••••••• Trust Company codes 15 21 34 $68,224 PY2022
- E•••••••• codes 15 21 34 $3,563 PY2022
- P•••••••• S&p 500 I•••• Sched. D C $871,510 PY2022
- International Equity I•••• Cit N Sched. D C $430,915 PY2022
- P•••••••• R•••••• 2••• I•••• C•• N• Sched. D C $138,087 PY2022
- L•••••••• D••••• S••••••• C•• I• N Sched. D C $13.1M PY2022
- P•••••••• S&p Midcap I•••• Cit N Sched. D C $211,002 PY2022
- U•• C••••••••• G•••• codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedD•••••• B•••••• P••• f•• U••••• W•• o• N•• Y••• C••• funded ratio 117.7% -> 93.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedD•••••• B•••••• P••• f•• U••••• W•• o• N•• Y••• C••• plan assets $21M -> $15M (-27.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132617681-001
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.