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
U•• P••••••••• S•••••••• P•••••• P•••
Corporate pensionChantilly, VA
Assets
$26.1M
Total assets, Dec 31, 2024 reported
Funded
100.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: A•••••• N•••••• • E••••••••• H•••••••• I••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
4 firms
- C••••••••• P•••••••• L•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- A•••••• I••••••••• A•••••••• L•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
- B••• o• N•• Y••• M••••• Trusteethrough 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
33 readings
Investment management fees
$41,831 (2023-12) · $17,133 (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 | 438 | $26.5M | $26.5M | 100.5% | $26.1M | n/a | $26.1M | n/a |
| 2023 to Dec 31, 2023 | 438 | $24.7M | $27.2M | 97.4% | $26.5M | n/a | $26.4M | n/a |
| 2022 to Dec 31, 2022 | 440 | $31.4M | $27.1M | 108.0% | $24.7M | n/a | $24.7M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• U• L•• codes 11 17 50 70 $102,688 PY2024
- Milliman codes 15 50 64 $38,362 PY2024
- The B••• o• N•• Y••• M••••• codes 21 50 51 65 $29,402 PY2024
- C••••••••• P•••••••• L•• codes 27 50 $27,134 PY2024
- Eide Bailly, LLP codes 10 50 $15,643 PY2024
- Winston & Strawn LLP codes 29 50 70 $9,669 PY2024
- URS Govt. Serv. Group Master Trust Sched. D M $26.1M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- C••••••••• P•••••••• L•• codes 27 50 $36,435 PY2023
- The B••• o• N•• Y••• M••••• codes 21 50 51 65 $29,219 PY2023
- Milliman codes 15 50 64 $28,764 PY2023
- Winston & Strawn LLP codes 29 50 70 $18,345 PY2023
- URS Govt. Serv. Group Master Trust Sched. D M $26.4M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- W••••• T••••• W••••• U• L•• codes 11 17 50 70 $91,837 PY2022
- The B••• o• N•• Y••• M••••• codes 21 50 51 65 $74,979 PY2022
- Milliman codes 15 50 64 $55,240 PY2022
- Eide Bailly LLP codes 10 50 $13,859 PY2022
- C••••••••• P•••••••• L•• codes 27 50 $11,070 PY2022
- Winston & Strawn LLP codes 29 50 70 $11,039 PY2022
- A•••••• I••••••••• A•••••••• L•• codes 27 50 70 $6,063 PY2022
- URS Govt. Serv. Group Master Trust Sched. D M $24.7M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
6 events
- Dec 31, 2024Consultant changedinferenceW••••• T••••• W••••• U• L•• appears on U•• P••••••••• S•••••••• P•••••• P•••'s Schedule C as pension consultant (p••• year 2024 vs 2023)with W••••• T••••• W••••• U• L••askebsa.dol.gov
- Jan 1, 2024Funded status changedU•• P••••••••• S•••••••• P•••••• P••• funded ratio 97.4% -> 100.6% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceA•••••• I••••••••• A•••••••• L•• no longer appears on U•• P••••••••• S•••••••• P•••••• P•••'s Schedule C as investment adviser (p•••) (p••• year 2023 vs 2022)with A•••••• I••••••••• A•••••••• L••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceW••••• T••••• W••••• U• L•• no longer appears on U•• P••••••••• S•••••••• P•••••• P•••'s Schedule C as pension consultant (p••• year 2023 vs 2022)with W••••• T••••• W••••• U• L••askebsa.dol.gov
- Jan 1, 2023Funded status changedU•• P••••••••• S•••••••• P•••••• P••• funded ratio 108.0% -> 97.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedU•• P••••••••• S•••••••• P•••••• P••• p••• assets $31M -> $25M (-21.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 261320627-011
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.