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
M••••••••• M••••• N•• I•• • M•• D•• P•••••• P••• f•• S••••
Corporate pensionFranklin, TN
Assets
$50.1M
Total assets, Dec 31, 2024 reported
Funded
99.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: M••••••••• M••••• N•••• A••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.7%
- U.S. Government securities 14.6%
- Registered investment companies 84.7%
Consultants and advisers
3 firms
- M••••• Actuarythrough Dec 31, 2022 Form 5500
- P•••••••• C•••••• S•••••••• Trusteethrough Dec 31, 2022 Form 5500
- W•••• F•••• B••• Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- S•• I••••••••• M••••••••• C•plan years 2022
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
$178,971 (2023-12) · $126,067 (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 | 491 | $53.2M | $50.4M | 99.0% | $50.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 490 | $52.2M | $51.4M | 100.1% | $53.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 494 | $61.2M | $51.0M | 106.0% | $52.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SEI Investments codes 28 $136,900 PY2024
- M••••• codes 11 $71,909 PY2024
- P•••••••• B••• codes 21 62 $33,671 PY2024
- M••••• codes 11 PY2024
- SEI Investments codes 28 $178,971 PY2023
- P•••••••• B••• codes 21 $35,206 PY2023
- M••••• codes 11 $34,971 PY2023
- M••••• codes 11 PY2023
- SEI Investments codes 28 $104,883 PY2022
- M••••• codes 11 $40,596 PY2022
- P•••••••• B••• codes 21 $11,935 PY2022
- W•••• F•••• B•••, N.A. codes 21 $9,250 PY2022
- M••••• codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedM••••••••• M••••• N•• I•• • M•• D•• P•••••• P••• f•• S•••• funded ratio 106.0% -> 100.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedM••••••••• M••••• N•• I•• • M•• D•• P•••••• P••• f•• S•••• p••• assets $61M -> $52M (-14.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 953673256-005
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.