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
R••••••••• A••••••••• P••• f•• P••••••• o• P••
Corporate pensionTampa, FL
Assets
$2.7B
Total assets, Jun 30, 2025 reported
Funded
136.5%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
8
none on the tape
Plan sponsor: P•• U• G•••• L••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.7%
- U.S. Government securities 9.3%
- Other investments 1.7%
- Partnership/joint venture interests 7.9%
- Common/collective trusts 30.8%
- Registered investment companies 39.8%
Consultants and advisers
1 firms
- P•• U• C••••••••• L•• Actuarythrough Jun 30, 2024 Form 5500
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
- U••2 rows, latest Jun 30, 2025
- S•••• S••••• G•• E•••••2 rows, latest Jun 30, 2025
- B•• M•••••1 rows, latest Jun 30, 2025
- S•••• S••••• • R•••••• 2•••1 rows, latest Jun 30, 2024
From Schedule C (investment management, code 28)
- P••••••••• P•••••••• A•••••plan years 2024
Commitments
8 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 Jun 30, 2025 | U•• T••••••• D••••••••• P•••••••collective trust | U•• | Real estate | $6.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | U••• R••• C•• F•••collective trust | Principal Global Investors Trust Company | Real estate | $59.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | S••• A•• C•• E••••• I•••• S••••••••collective trust | S•••• S••••• G•• E••••• | Public equity | $440M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | B•• M••••••••• S•••• G•• E•collective trust | B•• M••••• | Pooled vehicles | $315M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | U•• T••••••• D••••••••• P•••••••collective trust | U•• | Real estate | $7.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | U••• R••• C•• F•••collective trust | Principal Global Investors Trust Company | Real estate | $54.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | U••• L••• G••• B••• I•••• S•• L•••collective trust | S•••• S••••• • R•••••• 2••• | Fixed income | $759M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | S••• A•• C•• E••••• I•••• S••••••••collective trust | S•••• S••••• G•• E••••• | Public equity | $16,704 held | Disclosed holding | askebsa.dol.gov |
Size and funding
22 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 4,339 | $2.3B | $1.7B | 136.5% | $2.7B | $209M | n/a | n/a |
| 2023 to Jun 30, 2024 | 4,208 | $1.8B | $1.4B | 133.6% | $2.2B | $119M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P••••••••• P•••••••• A••••• codes 28 51 $48,898 PY2024
- UBS T••••••• Div P••••••• Sched. D C $6.2M PY2024
- U••• R••• C•• F••• Sched. D C $59.8M PY2024
- S••• Glb All Cap Eq Sched. D C $440M PY2024
- B•• M••••• Walter S•••• Glbal Eq Fd Sched. D C $315M PY2024
- S••• Tr C. Invt Fds for Tax Exempt Sched. D C PY2024
- P•• U• C••••••••• L•• codes 11 PY2024
- P••••••••• P•••••••• A••••• codes 28 51 $11,047 PY2023
- Northern Trust Emerging Markets Sched. D C PY2023
- UBS T••••••• Div P••••••• Sched. D C $7.2M PY2023
- U••• R••• C•• F••• Sched. D C $54.5M PY2023
- S••• Tr C. Invt Fds for Tax Exempt Sched. D C $759M PY2023
- S••• Glb All Cap Eq Sched. D C $16,704 PY2023
- Northern Trust S&p 500 Sched. D C PY2023
- Northern Trust Eafe I•••• Sched. D C PY2023
- Northern Trust R•••••• 2000 Sched. D C PY2023
- P•• U• C••••••••• L•• codes 11 PY2023
What changed
5 events
- Jun 30, 2025Holding startedR••••••••• A••••••••• P••• f•• P••••••• o• P•• first reports an interest in B•• M••••••••• S•••• G•• E• (B•• M•••••): $315M at 2025-06-30with B•• M•••••askebsa.dol.gov
- Jun 30, 2025Holding endedinferenceR••••••••• A••••••••• P••• f•• P••••••• o• P•• no longer reports U••• L••• G••• B••• I•••• S•• L••• (S•••• S••••• • R•••••• 2•••) (last held $759M at 2024-06-30; absent from the 2025-06-30 filing)with S•••• S••••• • R•••••• 2•••askebsa.dol.gov
- Jun 30, 2025Assets changedR••••••••• A••••••••• P••• f•• P••••••• o• P•• total assets $2.2B -> $2.7B (+19.0%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedR••••••••• A••••••••• P••• f•• P••••••• o• P•• funded ratio 133.6% -> 136.5% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedR••••••••• A••••••••• P••• f•• P••••••• o• P•• plan assets $1.8B -> $2.3B (+24.6%, 2023-07-01 to 2024-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 920400838-005
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.