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
H••••••• R•••••• R••••••••• P•••
Corporate pensionST. Joseph, MO
Assets
$54.3M
Total assets, Dec 31, 2024 reported
Funded
100.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: H••••••• I•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 20.4%
- Non-interest-bearing cash 6.7%
- Partnership/joint venture interests 2.4%
- Registered investment companies 70.1%
Consultants and advisers
4 firms
- A•••••• C••••••••• G•••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2024 Form 5500
- C••••••• T•••• Custodianthrough Dec 31, 2022 Form 5500
- M•••••••• I••• 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
33 readings
Investment management fees
$42,771 (2023-12) · $82,865 (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 | 430 | $55.5M | $56.1M | 100.1% | $54.3M | $1.3M | n/a | n/a |
| 2023 to Dec 31, 2023 | 439 | $51.3M | $56.9M | 96.4% | $55.6M | $4.8M | n/a | n/a |
| 2022 to Dec 31, 2022 | 448 | $62.9M | $56.6M | 100.1% | $51.3M | $6.8M | n/a | 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 $93,000 PY2024
- M••••••• codes 11 50 $54,076 PY2024
- The C••••••• T•••• Company codes 19 21 33 50 59 $45,055 PY2024
- A•••••• C••••••••• G•••• codes 27 50 $45,027 PY2024
- Grant Thornton codes 10 50 $15,000 PY2024
- Clifton Larson Allen codes 10 50 $6,825 PY2024
- M•••••••• I••• codes 11 PY2024
- The C••••••• T•••• Company codes 19 21 33 50 59 $43,400 PY2023
- A•••••• C••••••••• G•••• codes 27 50 $42,746 PY2023
- M••••••• codes 11 50 $22,027 PY2023
- Clifton Larson Allen codes 10 50 $8,400 PY2023
- M•••••••• I••• codes 11 PY2023
- A•••••• C••••••••• G•••• codes 27 $45,865 PY2022
- The C••••••• T•••• Company codes 19 21 33 50 59 $37,000 PY2022
- M••••••• codes 11 $31,315 PY2022
- Clifton Larson Allen codes 10 $15,750 PY2022
- M•••••••• I••• codes 11 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceW••••• T••••• W••••• U• L•• appears on H••••••• R•••••• R••••••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)with W••••• T••••• W••••• U• L••askebsa.dol.gov
- Jan 1, 2024Funded status changedH••••••• R•••••• R••••••••• P••• funded ratio 96.4% -> 100.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedH••••••• R•••••• R••••••••• P••• funded ratio 100.1% -> 96.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedH••••••• R•••••• R••••••••• P••• plan assets $63M -> $51M (-18.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 440284100-334
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.