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
I•••••• M•••••• C••••••• I••• C••• B•••••• R••••••••• P•••
Corporate pensionBridgeton, NJ
Assets
$27,964
Total assets, Dec 31, 2024 reported
Funded
88.3%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: I•••••• M•••••• C••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 22.6%
- U.S. Government securities 21.4%
- Registered investment companies 55.6%
Consultants and advisers
4 firms
- B•••• T•••• U•• L•• Pension consultantthrough Dec 31, 2024 Form 5500
- W••••• S•••• B•••• P• Pension consultantthrough Dec 31, 2022 Form 5500
- S•• I••••••••• C•••••• Trusteethrough Dec 31, 2022 Form 5500
- C••••••• A•••••••• S•••••••• L•• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
29 readings
Investment management fees
$110,963 (2023-12) · $130,113 (2022-12)
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 | 951 | n/a | n/a | n/a | $27,964 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 999 | $44.3M | $45.4M | 88.3% | $43.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,055 | $57.1M | $46.7M | 101.9% | $44.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S•• I••••••••• C•••••• codes 21 27 50 $243,505 PY2024
- C••••••• A•••••••• S•••••••• L•• codes 11 15 17 50 $84,671 PY2024
- B•••• T•••• U•• L•• codes 10 17 50 $23,100 PY2024
- Capital One codes 50 $14,000 PY2024
- Wells Fargo codes 50 $11,937 PY2024
- Ballard Spahr codes 29 50 $11,578 PY2024
- S•• I••••••••• C•••••• codes 21 27 50 $110,964 PY2023
- C••••••• A•••••••• S•••••••• L•• codes 11 15 17 50 $89,380 PY2023
- C••••••• A•••••••• S•••••••• L•• codes 11 PY2023
- S•• I••••••••• C•••••• codes 21 27 50 $130,113 PY2022
- C••••••• A•••••••• S•••••••• L•• codes 11 15 17 50 $51,792 PY2022
- W••••• S•••• and B•••• codes 10 17 50 $15,340 PY2022
- C••••••• A•••••••• S•••••••• L•• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceB•••• T•••• U•• L•• appears on I•••••• M•••••• C••••••• I••• C••• B•••••• R••••••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)with B•••• T•••• U•• L••askebsa.dol.gov
- Dec 31, 2024Assets changedI•••••• M•••••• C••••••• I••• C••• B•••••• R••••••••• P••• total assets $43M -> $27,964 (-99.9%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Consultant changedinferenceW••••• S•••• and B•••• no longer appears on I•••••• M•••••• C••••••• I••• C••• B•••••• R••••••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with W••••• S•••• B•••• P•askebsa.dol.gov
- Jan 1, 2023Funded status changedI•••••• M•••••• C••••••• I••• C••• B•••••• R••••••••• P••• funded ratio 101.9% -> 88.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedI•••••• M•••••• C••••••• I••• C••• B•••••• R••••••••• P••• plan assets $57M -> $44M (-22.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 210634484-018
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.