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
U••• D••••••• C•••••• P•••••• A••••••••
Corporate pensionBirmingham, AL
Assets
$53.0M
Total assets, Jun 30, 2025 reported
Funded
115.4%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: D••••••• C••••••• I•••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- Corporate debt instruments (other) 8.8%
- U.S. Government securities 7.7%
- Registered investment companies 0.3%
- Common stock 81.2%
Consultants and advisers
3 firms
- S•••••••• I••••••••• G•••• Investment adviser (plan)through Jun 30, 2023 Form 5500
- M••••• Actuarythrough Jun 30, 2023 Form 5500
- F•••• S•••• T•••• C•••••• Trusteethrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- B••••••••plan years 2023
- Z•••••• C•••••• M••••••••• L••plan years 2023
- M••••••plan years 2023
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$116,172 (2024-06) · $215,125 (2023-06)
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 Jun 30, 2025 | 659 | $48.9M | $32.9M | 115.4% | $53.0M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 640 | $43.2M | $32.9M | 119.7% | $48.9M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 636 | $41.0M | $32.3M | 119.3% | $43.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S•••••••• I••••••••• G•••• codes 27 $73,972 PY2024
- Z•••••• Capital Management codes 28 $59,534 PY2024
- B•••••••• Investment Management codes 28 $41,984 PY2024
- F•••• S•••• T•••• C•••••• codes 21 72 $31,350 PY2024
- M•••••• Investment Advisors codes 28 $21,420 PY2024
- M••••• codes 11 PY2024
- S•••••••• I••••••••• G•••• codes 27 $75,286 PY2023
- Z•••••• Capital Management codes 28 $69,389 PY2023
- B•••••••• Investment Management codes 28 $33,727 PY2023
- F•••• S•••• T•••• C•••••• codes 21 72 $28,004 PY2023
- M•••••• Investment Advisors codes 28 $13,056 PY2023
- M••••• codes 11 PY2023
- Zeigler Capital Management codes 28 $100,999 PY2022
- S•••••••• I••••••••• G•••• codes 27 $62,092 PY2022
- B•••••••• Investment Management codes 28 $32,331 PY2022
- F•••• S•••• T•••• C•••••• codes 21 72 $27,135 PY2022
- M•••••• Investment Advisors codes 28 $20,037 PY2022
- M••••• codes 11 PY2022
What changed
3 events
- Jul 1, 2024Funded status changedU••• D••••••• C•••••• P•••••• A•••••••• funded ratio 119.7% -> 115.4% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedU••• D••••••• C•••••• P•••••• A•••••••• plan assets $43M -> $49M (+13.2%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedU••• D••••••• C•••••• P•••••• A•••••••• total assets $43M -> $49M (+13.2%, 2023-06-30 to 2024-06-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 630653224-002
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.