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
P•••••• P••• G••••• I••• B••••••••• U••• E•••••••• P•••••• P•••
Corporate pensionGolden Valley, MN
Assets
$21.2M
Total assets, Dec 31, 2024 reported
Funded
82.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: P•••••• F••• T••••••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.3%
- Common/collective trusts 86.0%
Consultants and advisers
2 firms
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2024 Form 5500
- M••••• 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
- J•••• L••• C••••• F•••3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- M•••••plan years 2022
- B••• o• N•• Y••• M•••••plan years 2022
- P•• B•••plan years 2022
- J• M•••••plan years 2022
- W••••• T••••• W••••• U• L••plan years 2022
Commitments
3 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 | J•••• L••• C••••• F•••collective trust | J•••• L••• C••••• F••• | Private credit | $18.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | J•••• L••• C••••• F•••collective trust | J•••• L••• C••••• F••• | Private credit | $16.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | J•••• L••• C••••• F•••collective trust | J•••• L••• C••••• F••• | Private credit | $16.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
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 | 548 | $16.5M | $22.0M | 82.4% | $21.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 555 | $16.5M | $21.3M | 80.0% | $16.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 558 | $23.4M | $20.0M | 102.9% | $16.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- T••••• W••••• Delware Inc codes 28 $200,907 PY2024
- M••••• (US), Inc. codes 28 $39,798 PY2024
- J• M••••• codes 28 $28,462 PY2024
- P•• B••• codes 28 $15,512 PY2024
- J•••• L••• C••••• F••• Sched. D C $18.3M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- T••••• W••••• Delware Inc codes 28 $174,609 PY2023
- M••••• (US), Inc. codes 28 $117,631 PY2023
- J• M••••• codes 28 $30,332 PY2023
- P•• B••• codes 28 $16,957 PY2023
- J•••• L••• C••••• F••• Sched. D C $16.1M PY2023
- M••••• codes 11 PY2023
- T••••• W••••• Delware Inc codes 28 $145,616 PY2022
- J• M••••• codes 28 $68,495 PY2022
- M••••• (US), Inc. codes 28 $13,154 PY2022
- B••• o• N•• Y••• M••••• codes 28 $12,500 PY2022
- P•• B••• codes 28 $11,443 PY2022
- J•••• L••• C••••• F••• Sched. D C $16.2M PY2022
- M••••• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedP•••••• P••• G••••• I••• B••••••••• U••• E•••••••• P•••••• P••• total assets $17M -> $21M (+28.7%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedP•••••• P••• G••••• I••• B••••••••• U••• E•••••••• P•••••• P••• funded ratio 80.0% -> 82.4% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceB••• o• N•• Y••• M••••• no longer appears on P•••••• P••• G••••• I••• B••••••••• U••• E•••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with B••• o• N•• Y••• M•••••askebsa.dol.gov
- Jan 1, 2023Funded status changedP•••••• P••• G••••• I••• B••••••••• U••• E•••••••• P•••••• P••• funded ratio 102.9% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP•••••• P••• G••••• I••• B••••••••• U••• E•••••••• P•••••• P••• plan assets $23M -> $16M (-29.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 411881858-002
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.