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
E•••••• B•••• M••••••••• C••••••• I••• R••••••••• P•••
Corporate pensionE••••••, IN
Assets
$2.0M
Total assets, Dec 31, 2024 reported
Funded
115.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: E•••••• B•••• M••••••••• C••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- U.S. Government securities 100.0%
- I•••••••• company general account 0.0%
Consultants and advisers
3 firms
- B••••• W••••• M••••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- M••••••••• L••• I•••••••• C•••••• Actuarythrough Dec 31, 2022 Form 5500
- M••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- M••••••••• L••• I•••••••• C••••••2 rows, latest Dec 31, 2023
Commitments
2 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 Dec 31, 2023 | B•••••••• B•••• M••••• B••• F•••separate account | M••••••••• L••• I•••••••• C•••••• | Fixed income | $926,243 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | B•••••••• B•••• M••••• B••• F•••separate account | M••••••••• L••• I•••••••• C•••••• | Fixed income | $369,118 held | Disclosed holding | askebsa.dol.gov |
Size and funding
29 readings
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 | 112 | $12.1M | $10.5M | 115.5% | $2.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 113 | $12.0M | $10.6M | 113.9% | $12.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 118 | $14.7M | $11.3M | 129.7% | $12.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- B••••• W••••• M••••••••• codes 27 50 $38,326 PY2024
- M••••••••• L••• I•••••••• C•••••• codes 11 50 $5,660 PY2024
- M••••• codes 11 PY2024
- M••••••••• L••• I•••••••• C•••••• codes 11 50 $42,092 PY2023
- B••••• W••••• M••••••••• codes 27 50 $35,924 PY2023
- Metlife S&p Midcap 400 Index Fund Sched. D P PY2023
- Metlife Russell 2000 Index Sched. D P PY2023
- Metlife Core B••• Index Fund Sched. D P PY2023
- Earnest Parters Intl Equity Fund Sched. D P PY2023
- Clearbridge Large Cap Equity Fund Sched. D P PY2023
- Vanguard Emerging M•••••s Fund Sched. D P PY2023
- B•••••••• B•••• M••••• B••• F••• Sched. D P PY2023
- Goldman Sachs Intermediate Fund Sched. D P PY2023
- M••••••••• Index Fund Sched. D P PY2023
- B•••••••• Managed Intermediate Fund Sched. D P PY2023
- Longfellow Barclays US Gvt Cr B••• Sched. D P $926,243 PY2023
- Sgri Small Cap Aggressive Growth Sched. D P PY2023
- M••••• codes 11 PY2023
- M••••••••• L••• I•••••••• C•••••• codes 11 50 $56,880 PY2022
- B••••• W••••• M••••••••• codes 27 50 $54,371 PY2022
- B•••••••• Managed Intermediate Fund Sched. D P $1.9M PY2022
- Longfellow Barclays US Gvt Cr B••• Sched. D P $1.6M PY2022
- Sgri Small Cap Aggressive Growth Sched. D P $369,118 PY2022
- Metlife Russell 2000 Index Sched. D P $348,682 PY2022
- Metlife Core B••• Index Fund Sched. D P $746,537 PY2022
- Earnest Parters Intl Equity Fund Sched. D P $759,870 PY2022
- Clearbridge Large Cap Equity Fund Sched. D P $705,114 PY2022
- Vanguard Emerging M•••••s Fund Sched. D P $420,897 PY2022
- B•••••••• B•••• M••••• B••• F••• Sched. D P $316,914 PY2022
- Metlife S&p Midcap 400 Index Fund Sched. D P $844,067 PY2022
- Goldman Sachs Intermediate Fund Sched. D P $2.2M PY2022
- M••••••••• Index Fund Sched. D P $1.8M PY2022
- M••••• codes 11 PY2022
What changed
3 events
- Dec 31, 2024Assets changedE•••••• B•••• M••••••••• C••••••• I••• R••••••••• P••• total assets $12M -> $2M (-83.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedE•••••• B•••• M••••••••• C••••••• I••• R••••••••• P••• funded ratio 129.7% -> 113.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedE•••••• B•••• M••••••••• C••••••• I••• R••••••••• P••• plan assets $15M -> $12M (-17.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 350290540-001
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.