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
D•••••• B•••••• P•••••• P••• o• K••••••• I•••••••••
Corporate pensionBaltimore, MD
Assets
$12.5M
Total assets, Dec 31, 2022 reported
Funded
104.2%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
8
none on the tape
Plan sponsor: K••••••• I••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Pooled separate accounts 54.0%
- Registered investment companies 36.8%
Consultants and advisers
2 firms
- U•• C••••••••• G•••• Actuarythrough Dec 31, 2022 Form 5500
- U•• A•••••••• I•• 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
- P••••••••8 rows, latest Dec 31, 2022
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 Dec 31, 2022 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $909,918 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P•••••••• U••• P••••••• S•••separate account | P•••••••• | Real estate | $619,710 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• C••• P••• B••• S•• A•••••separate account | P•••••••• | Fixed income | $963,789 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L••• S•• 5•• I•••• S•••separate account | P•••••••• | Pooled vehicles | $510,141 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L••••••• G••••• I• S•••separate account | P•••••••• | Pooled vehicles | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• S•••• V•••• I• S•• A•••••separate account | P•••••••• | Pooled vehicles | $219,118 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• H••• I••••• S•• A•••••separate account | P•••••••• | Fixed income | $472,602 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• E••••• I••••• S•••separate account | P•••••••• | Fixed income | $1.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
10 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Dec 31, 2022 | 118 | $14.9M | $13.6M | 104.2% | $12.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••••• Life Insurance Company codes 13 50 64 $12,165 PY2022
- Usi codes 11 17 28 50 70 $12,165 PY2022
- USI Securities Inc codes 49 99 PY2022
- P••• L••••• Assets Sep Acct-R6 Sched. D P $909,918 PY2022
- P••• U.S. P••••••• Sep Acct-R6 Sched. D P $619,710 PY2022
- P••• C••• P••• Bd Sep Acct-R6 Sched. D P $963,789 PY2022
- P••• Lgcap S&p 500 I•••• Sa-R6 Sched. D P $510,141 PY2022
- P••• Smallcap V•••• II Sa-R6 Sched. D P $219,118 PY2022
- P••• H••• I••••• Sep Acct-R6 Sched. D P $472,602 PY2022
- P••• Equity I••••• Sa-R6 Sched. D P $1.6M PY2022
- P••• L••••••• G••••• I Sa-R6 Sched. D P $1.5M PY2022
- U•• C••••••••• G•••• codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 521290067-001
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.