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
M••••••• M•••••••• I••• R••••••••• P•••
Corporate pensionElgin, IL
Assets
$3.2M
Total assets, Nov 30, 2024 reported
Funded
87.3%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2024
Commitments
2
none on the tape
Plan sponsor: M••••••• C•••••••••
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 2.1%
- Registered investment companies 96.4%
Consultants and advisers
2 firms
- N••••••• T•••• C•• Trusteethrough Nov 30, 2023 Form 5500
- S••• P•••••• R•••••••• I••• Actuarythrough Nov 30, 2023 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
- N••••••• T•••• C••••••••• E••• I•••2 rows, latest Nov 30, 2024
Commitments
2 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 Nov 30, 2024 | N• C••••••••• S•••• T••• I•••••••••collective trust | N••••••• T•••• C••••••••• E••• I••• | Cash | $67,247 held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | N• C••••••••• S•••• T••• I•••••••••collective trust | N••••••• T•••• C••••••••• E••• I••• | Cash | $149,341 held | Disclosed holding | askebsa.dol.gov |
Size and funding
20 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 |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 285 | $2.8M | $3.2M | 87.3% | $3.2M | n/a | n/a | n/a |
| 2022 to Nov 30, 2023 | 293 | $2.9M | $3.3M | 88.2% | $2.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S••• Pension R••••••••, Inc. codes 11 $50,660 PY2023
- N••••••• Trust Company codes 21 $18,431 PY2023
- C••••••••• S••••-T••• Invt Fund Sched. D C $67,247 PY2023
- S••• Pension R••••••••, Inc. codes 11 PY2023
- S••• Pension R••••••••, Inc. codes 11 $32,600 PY2022
- N••••••• Trust Company codes 21 $15,160 PY2022
- C••••••••• S••••-T••• Invt Fund Sched. D C $149,341 PY2022
- S••• Pension R••••••••, Inc. codes 11 PY2022
What changed
1 events
- Nov 30, 2024Assets changedM••••••• M•••••••• I••• R••••••••• P••• total assets $3M -> $3M (+10.3%, 2023-11-30 to 2024-11-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 581315813-001
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.