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

S• N•••••••• C•• P•••••• P•••

Corporate pensionGreenwich, CT
Assets
$91.3M
Total assets, Dec 31, 2024 reported
Funded
97.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
14
none on the tape
Plan sponsor: B•••• I••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 60.5%
  • Pooled separate accounts 19.8%
  • Registered investment companies 19.2%
Consultants and advisers
1 firms
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
Commitments
14 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024P••• L••••• A••••• S•• A•••••separate accountP••••••••Pooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••• C••• P••• B••• S•• A•••••separate accountP••••••••fixed i•••••$165,605 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••• L••••••• G••••• I• S•••separate accountP••••••••Pooled vehicles$13.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••• L•• E•• D•• S•• A•••••separate accountP••••••••Pooled vehicles$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P•••••••• L•• C•••••••• 1•••• Y••••collective trustP•••••••• Global Investors Trust CoPooled vehicles$13.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P•••••••• L•• C•••••••• 2• • Y••••collective trustP•••••••• Global Investors Trust CoPooled vehicles$27.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P•••••••• L•• C•••••••• 5••• Y••••collective trustP•••••••• Global Investors Trust CoPooled vehicles$14.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••• L••••• A••••• S•• A•••••separate accountP••••••••Pooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••• L••••••• G••••• I• S•••separate accountP••••••••Pooled vehicles$24.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••• L•• L••• D••••••• S•••separate accountP••••••••fixed i•••••$33.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••• L•• I•••• D•• S•• A•••••separate accountP••••••••Pooled vehicles$11.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••• L••••• A••••• S•• A•••••separate accountP••••••••Pooled vehicles$711,056 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••• L••••••• G••••• I• S•••separate accountP••••••••Pooled vehicles$23.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••• S••••••••• I••••• S•••separate accountP••••••••Cash$50.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$91.3M Dec 31, 2024 reported Form 5500
$93.4M (2023-12) · $97.2M (2022-12)
Net assets
$91.3M Dec 31, 2024 reported Form 5500
$93.4M (2023-12) · $97.2M (2022-12)
Funded ratio
97.6% Jan 1, 2024 reported Form 5500
94.6% (2023-01) · 109.7% (2022-01)
Funding target
$97.5M Jan 1, 2024 reported Form 5500
$113M (2023-01) · $112M (2022-01)
Discount rate
5.12% Jan 1, 2024 reported Form 5500
5.20% (2023-01) · 5.37% (2022-01)
Participants
951 Jan 1, 2024 reported Form 5500
1,124 (2023-01) · 993 (2022-01)
Contributions
$1.0M Dec 31, 2024 reported Form 5500
$1.8M (2023-12) · $0 (2022-12)
Benefits paid
$7.8M Dec 31, 2024 reported Form 5500
$19.1M (2023-12) · $7.5M (2022-12)
Investment management fees
$96,000 Dec 31, 2024 reported Form 5500
$96,000 (2023-12) · $96,000 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024951$93.4M$97.5M97.6%$91.3Mn/an/an/a
2023 to Dec 31, 20231,124$97.2M$113M94.6%$93.4Mn/an/an/a
2022 to Dec 31, 2022993$125M$112M109.7%$97.2Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • P•••••••• Life Insurance Company codes 13 50 64 $263,547 PY2024
  • P••• L••••• A••••• S•• A••••• Sched. D P $2.0M PY2024
  • P••• C••• P••• B••• S•• A••••• Sched. D P $165,605 PY2024
  • P••• L••••••• G••••• I• S••• Sched. D P $13.6M PY2024
  • P••• L•• L••• D••••••• S••• Sched. D P PY2024
  • P••• L•• I•••• D•• S•• A••••• Sched. D P PY2024
  • P•••••••• Ldi Cr 1•••• Yr II Sched. D C $27.0M PY2024
  • P•••••••• Ldi Crp 25+ Yr Fd II Sched. D C $14.5M PY2024
  • P••• L•• E•• D•• S•• A••••• Sched. D P $2.3M PY2024
  • P•••••••• Ldi Cr 5••• Yr Fd II Sched. D C $13.7M PY2024
  • P•••••••• F•••••••• G•••• codes 11 PY2024
  • P•••••••• Life Insurance Company codes 13 50 64 $370,447 PY2023
  • Symphona LLP codes 10 50 $20,000 PY2023
  • Bryan Cave Leighton Pais codes 29 50 $11,628 PY2023
  • P••• L••••• A••••• S•• A••••• Sched. D P $2.2M PY2023
  • P••• L••••••• G••••• I• S••• Sched. D P $24.5M PY2023
  • P••• L•• L••• D••••••• S••• Sched. D P $33.5M PY2023
  • P••• S••••••••• I••••• S••• Sched. D P PY2023
  • P••• L•• I•••• D•• S•• A••••• Sched. D P $11.1M PY2023
  • P•••••••• F•••••••• G•••• codes 11 PY2023
  • P•••••••• Life Insurance Company codes 13 50 64 $255,947 PY2022
  • Symphona LLP codes 10 50 $20,000 PY2022
  • P••• S••••••••• I••••• S••• Sched. D P $50.4M PY2022
  • P••• L••••• A••••• S•• A••••• Sched. D P $711,056 PY2022
  • P••• L••••••• G••••• I• S••• Sched. D P $23.5M PY2022
  • P•••••••• F•••••••• G•••• codes 11 PY2022
What changed
13 events
  • Dec 31, 2024Holding started
    S• N•••••••• C•• P•••••• P••• first reports an interest in P•••••••• L•• C•••••••• 5••• Y••••: $15M at 2024-12-31
    with P•••••••• L•• C•••••••• 5••• Y••••askebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    S• N•••••••• C•• P•••••• P••• no l•••er reports P••• L•• L••• D••••••• S••• (P••••••••) (last held $34M at 2023-12-31; absent from the 2024-12-31 filing)
    with P••••••••askebsa.dol.gov
  • Dec 31, 2024Holding started
    S• N•••••••• C•• P•••••• P••• first reports an interest in P••• L•• E•• D•• S•• A••••• (P••••••••): $2M at 2024-12-31
    with P••••••••askebsa.dol.gov
  • Dec 31, 2024Holding started
    S• N•••••••• C•• P•••••• P••• first reports an interest in P•••••••• L•• C•••••••• 2• • Y••••: $27M at 2024-12-31
    with P•••••••• L•• C•••••••• 2• • Y••••askebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    S• N•••••••• C•• P•••••• P••• no l•••er reports P••• L•• I•••• D•• S•• A••••• (P••••••••) (last held $11M at 2023-12-31; absent from the 2024-12-31 filing)
    with P••••••••askebsa.dol.gov
  • Dec 31, 2024Holding started
    S• N•••••••• C•• P•••••• P••• first reports an interest in P••• C••• P••• B••• S•• A••••• (P••••••••): $165,605 at 2024-12-31
    with P••••••••askebsa.dol.gov
  • Dec 31, 2024Holding started
    S• N•••••••• C•• P•••••• P••• first reports an interest in P•••••••• L•• C•••••••• 1•••• Y••••: $14M at 2024-12-31
    with P•••••••• L•• C•••••••• 1•••• Y••••askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    S• N•••••••• C•• P•••••• P••• funded ratio 94.6% -> 97.6% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding started
    S• N•••••••• C•• P•••••• P••• first reports an interest in P••• L•• L••• D••••••• S••• (P••••••••): $34M at 2023-12-31
    with P••••••••askebsa.dol.gov
  • Dec 31, 2023Holding started
    S• N•••••••• C•• P•••••• P••• first reports an interest in P••• L•• I•••• D•• S•• A••••• (P••••••••): $11M at 2023-12-31
    with P••••••••askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    S• N•••••••• C•• P•••••• P••• no l•••er reports P••• S••••••••• I••••• S••• (P••••••••) (last held $50M at 2022-12-31; absent from the 2023-12-31 filing)
    with P••••••••askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    S• N•••••••• C•• P•••••• P••• funded ratio 109.7% -> 94.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    S• N•••••••• C•• P•••••• P••• p••• assets $125M -> $97M (-22.1%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 202432257-002
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.