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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Corporate pension
T•• R••••••••• P••• o• A•••• B••• f•• S••••••
Corporate pensionNEW York, NY
Assets
$60.2M
Total assets, Sep 30, 2025 reported
Funded
80.0%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
16
none on the tape
Plan sponsor: A•••• B•••
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Pooled separate accounts 100.0%
Consultants and advisers
4 firms
- T•• V••••••• G•••• Investment adviser (plan)Trusteethrough Sep 30, 2025 Form 5500
- H•••••••• A•••••••• L•• Investment adviser (plan)through Sep 30, 2025 Form 5500
- P•••••••• F•••••••• G•••• Actuarythrough Sep 30, 2025 Form 5500
- M•••••••• I••• Actuarythrough Sep 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
- P••••••••16 rows, latest Sep 30, 2025
Commitments
16 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 Sep 30, 2025 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | P••• G••• E•••• M•••••• S•••separate account | P•••••••• | Pooled vehicles | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | P••• L••• S•• 5•• I•••• S•••separate account | P•••••••• | Pooled vehicles | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | P••• S•••• S•• 6•• I•••• S•••separate account | P•••••••• | Pooled vehicles | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | P••• L•• L••• D••••••• S•••separate account | P•••••••• | Fixed income | $18.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | P••• I••• E••••• I•••• S•••separate account | P•••••••• | Public equity | $5.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | P••• L•• I•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $19.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | P••• L•• E•• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | P••• I••• E••••• I•••• S•••separate account | P•••••••• | Public equity | $4.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | P••• L•• I•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $19.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | P••• L•• E•• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | P••• G••• E•••• M•••••• S•••separate account | P•••••••• | Pooled vehicles | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | P••• L••• S•• 5•• I•••• S•••separate account | P•••••••• | Pooled vehicles | $10.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | P••• S•••• S•• 6•• I•••• S•••separate account | P•••••••• | Pooled vehicles | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | P••• L•• L••• D••••••• S•••separate account | P•••••••• | Fixed income | $19.1M 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 Sep 30, 2025 | 702 | $63.6M | $57.3M | 80.0% | $60.2M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 722 | $57.1M | $58.2M | 81.2% | $63.6M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 762 | $58.6M | $57.3M | 83.8% | $57.2M | 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 $204,210 PY2024
- M••••••• Inc codes 11 27 50 $113,166 PY2024
- T•• V••••••• G••••, Inc codes 27 50 $23,816 PY2024
- H•••••••• A•••••••• L•• codes 27 99 PY2024
- P••• S•••• S•• 6•• I•••• S••• Sched. D P $2.3M PY2024
- P••• L•• L••• D••••••• S••• Sched. D P $18.9M PY2024
- P••• I••• E••••• I•••• S••• Sched. D P $5.2M PY2024
- P••• L•• I•••• D•• S•• A••••• Sched. D P $19.6M PY2024
- P••• L•• E•• D•• S•• A••••• Sched. D P $2.8M PY2024
- P••• L••••• A••••• S•• A••••• Sched. D P $3.3M PY2024
- P••• G••• E•••• M•••••• S••• Sched. D P $2.4M PY2024
- P••• L••• S•• 5•• I•••• S••• Sched. D P $5.7M PY2024
- P•••••••• F•••••••• G•••• codes 11 PY2024
- P•••••••• Life Insurance Company codes 13 50 64 $101,550 PY2023
- M•••••••,inc codes 11 50 $51,552 PY2023
- P••• I••• E••••• I•••• S••• Sched. D P $4.5M PY2023
- P••• L•• I•••• D•• S•• A••••• Sched. D P $19.1M PY2023
- P••• L•• E•• D•• S•• A••••• Sched. D P $3.2M PY2023
- P••• L••••• A••••• S•• A••••• Sched. D P $3.2M PY2023
- P••• G••• E•••• M•••••• S••• Sched. D P $2.0M PY2023
- P••• L••• S•• 5•• I•••• S••• Sched. D P $10.4M PY2023
- P••• S•••• S•• 6•• I•••• S••• Sched. D P $2.2M PY2023
- P••• L•• L••• D••••••• S••• Sched. D P $19.1M PY2023
- M•••••••• I••• codes 11 PY2023
- M•••••••• I••• codes 11 15 50 $184,465 PY2022
- V••••••• codes 21 27 50 $132,153 PY2022
- M•••••••• I••• codes 11 PY2022
What changed
7 events
- Dec 31, 2024Consultant changedinferenceM••••••• Inc appears on T•• R••••••••• P••• o• A•••• B••• f•• S••••••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with M•••••••• I•••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceT•• V••••••• G••••, Inc appears on T•• R••••••••• P••• o• A•••• B••• f•• S••••••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with T•• V••••••• G••••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceH•••••••• A•••••••• L•• appears on T•• R••••••••• P••• o• A•••• B••• f•• S••••••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with H•••••••• A•••••••• L••askebsa.dol.gov
- Oct 1, 2024Assets changedT•• R••••••••• P••• o• A•••• B••• f•• S•••••• plan assets $57M -> $64M (+11.4%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedT•• R••••••••• P••• o• A•••• B••• f•• S•••••• total assets $57M -> $64M (+11.3%, 2023-09-30 to 2024-09-30)
- Dec 31, 2023Consultant changedinferenceV••••••• no longer appears on T•• R••••••••• P••• o• A•••• B••• f•• S••••••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with T•• V••••••• G••••askebsa.dol.gov
- Oct 1, 2023Funded status changedT•• R••••••••• P••• o• A•••• B••• f•• S•••••• funded ratio 83.8% -> 81.2% (2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 130822710-001
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.