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
W••••••••• M•••• H••••• P•••••• P•••
Corporate pensionT••••••••, NY
Assets
$7,509
Total assets, Oct 31, 2023 reported
Funded
n/a
not filed
Private markets target
n/a
policy Oct 31, 2023
Commitments
1
none on the tape
Plan sponsor: W••••••••• M•••• T••••••••• I•••
Allocation policy
Form 5500, as of Oct 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 100.0%
Consultants and advisers
1 firms
- F•••••••• A••••••• L•• Investment adviser (plan)through Oct 31, 2023 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
1 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 Oct 31, 2023 | F••••••• 5•• I••••separate account | Jpmorgan | Pooled vehicles | $7,509 held | Disclosed holding | askebsa.dol.gov |
Size and funding
6 readings
Total assets
Net assets
Participants
Contributions
Benefits paid
Net investment income
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Oct 31, 2023 | 172 | n/a | n/a | n/a | $7,509 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Great West Life & Annuity Insurance codes 13 $89,777 PY2022
- Hodgson Russ LLP codes 29 $66,461 PY2022
- F•••••••• Advisors codes 27 $19,456 PY2022
- Jpmorgan US Government Mmkt Instl Sched. D P $7,509 PY2022
- Metropolitan West Total Return Bd M Sched. D P PY2022
- Vanguard Short-Term Bond I•••• Adm Sched. D P PY2022
- Long Duration Bond (empower) Sched. D P PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 261198679-003
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.