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
B••••••••• L••••••••• I••• B••••••••• U••• P•••••• P•••
Corporate pensionOLD Bridge, NJ
Assets
$1.8M
Total assets, Jan 31, 2025 reported
Funded
80.0%
Feb 1, 2024
Private markets target
n/a
policy Jan 31, 2025
Commitments
5
none on the tape
Plan sponsor: B••••••••• L••••••••• I•••
Allocation policy
Form 5500, as of Jan 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.1%
- Common/collective trusts 54.3%
- Registered investment companies 45.5%
Consultants and advisers
2 firms
- B••• G•••••• L•• Actuarythrough Jan 31, 2023 Form 5500
- B•••••• T•••• C•••••• Trusteethrough Jan 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- W••••••••• F•2 rows, latest Jan 31, 2025
- L•••• a•• G••••••2 rows, latest Jan 31, 2025
Commitments
5 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 Jan 31, 2025 | C•• I• U• I••••••• C••• L••• B•••collective trust | W••••••••• F• | Fixed income | $479,132 held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2025 | L•••• • G•••••• L••• D••••••• U•••collective trust | L•••• a•• G•••••• | Fixed income | $478,760 held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2024 | W••• A•••• L••• D•• C••••• R•collective trust | Hand B••••••s & Trust Company | Private credit | $227,341 held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2024 | L•••• • G•••••• L••• D••••••• U•••collective trust | L•••• a•• G•••••• | Fixed income | $450,606 held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2024 | C•• I• U• I••••••• C••• L••• B•••collective trust | W••••••••• F• | Fixed income | $455,722 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Net investment income
$-404,741 (2024-01) · $-808,592 (2023-01)
Investment management fees
$52,921 (2024-01) · $62,671 (2023-01)
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 Jan 31, 2025 | 157 | $2.1M | $2.2M | 80.0% | $1.8M | n/a | n/a | n/a |
| 2023 to Jan 31, 2024 | 169 | $2.5M | $2.4M | 84.9% | $2.1M | n/a | n/a | n/a |
| 2022 to Jan 31, 2023 | 177 | $3.3M | $2.4M | 105.1% | $2.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- B••• G•••••• L•• codes 11 17 28 50 51 $82,415 PY2024
- Wtc-Cif II US Inv Grd Crp L••• B••• Sched. D C $479,132 PY2024
- L•••• & Gen L••• Dur US Credit Cit Sched. D C $478,760 PY2024
- W•••ern Asset L••• Dur Credit Cif Sched. D C PY2024
- B••• G•••••• L•• codes 11 PY2024
- B••• G•••••• L•• codes 11 17 28 50 51 $73,334 PY2023
- L•••• & Gen L••• Dur US Credit Cit Sched. D C $450,606 PY2023
- W•••ern Asset L••• Dur Credit Cif Sched. D C $227,341 PY2023
- Wtc-Cif II US Inv Grd Crp L••• B••• Sched. D C $455,722 PY2023
- B••• G•••••• L•• codes 11 PY2023
- B••• G•••••• L•• codes 11 17 28 $90,666 PY2022
- B•••••• T•••• C•••••• codes 21 27 $4,000 PY2022
- B••• G•••••• L•• codes 11 PY2022
What changed
8 events
- Jan 31, 2025Holding endedinferenceB••••••••• L••••••••• I••• B••••••••• U••• P•••••• P••• no longer reports W••• A•••• L••• D•• C••••• R• (last held $227,341 at 2024-01-31; absent from the 2025-01-31 filing)with W••• A•••• L••• D•• C••••• R•askebsa.dol.gov
- Jan 31, 2025Assets changedB••••••••• L••••••••• I••• B••••••••• U••• P•••••• P••• total assets $2M -> $2M (-14.1%, 2024-01-31 to 2025-01-31)
- Feb 1, 2024Funded status changedB••••••••• L••••••••• I••• B••••••••• U••• P•••••• P••• funded ratio 84.9% -> 80.0% (2023-02-01 to 2024-02-01)
- Feb 1, 2024Assets changedB••••••••• L••••••••• I••• B••••••••• U••• P•••••• P••• plan assets $2M -> $2M (-16.4%, 2023-02-01 to 2024-02-01)
- Jan 31, 2024Assets changedB••••••••• L••••••••• I••• B••••••••• U••• P•••••• P••• total assets $2M -> $2M (-16.5%, 2023-01-31 to 2024-01-31)
- Dec 31, 2023Consultant changedinferenceB•••••• T•••• C•••••• no longer appears on B••••••••• L••••••••• I••• B••••••••• U••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with B•••••• T•••• C••••••askebsa.dol.gov
- Feb 1, 2023Funded status changedB••••••••• L••••••••• I••• B••••••••• U••• P•••••• P••• funded ratio 105.1% -> 84.9% (2022-02-01 to 2023-02-01)
- Feb 1, 2023Assets changedB••••••••• L••••••••• I••• B••••••••• U••• P•••••• P••• plan assets $3M -> $2M (-24.8%, 2022-02-01 to 2023-02-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 521611421-002
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.