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

P••••• A••••• H••••• C••••••••• P•••••• P•••

Corporate pensionTeaneck, NJ
Assets
$31.0M
Total assets, Jun 30, 2025 reported
Funded
81.1%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
34
none on the tape
Plan sponsor: P••••• A••••• H••••• C•••••••••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.9%
  • Other investments 1.8%
  • Common/collective trusts 94.1%
  • Registered investment companies 3.3%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
Commitments
34 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025R•••••• 3••• I•••• F•••collective trustB•••••••• I••••••••• T•••• C••••Pooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025N••• E••••••• M•••••• E••••• C••collective trustGlobal Trust CompanyPublic equity$486,770 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025N••• G••••• E••••• C••collective trustGlobal Trust CompanyPublic equity$999,451 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025N••• D••••••••• C••••• C••collective trustGlobal Trust CompanyPrivate credit$896,098 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025N••• U• S•••• C•• E••••• C••collective trustGlobal Trust CompanyPublic equity$414,924 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025F••• R••• U• 1••• I•••• N• C••collective trustS•••• S••••• G••••• A••••••• T•••• CompanyPooled vehicles$710,441 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025S•••• S••••• I••••••••• U••• C•••collective trustS•••• S••••• • R•••••• 2•••Pooled vehicles$5.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025L••• U• C••••• C••• B••• I••• N• F•collective trustS•••• S••••• G••••• A••••••• T••••Private credit$10.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025S•• 5•• F••••••• N• F•••collective trustS•••• S••••• • R•••••• 2•••Pooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 20252•• Y••• U••• T••••••• S••••• I••••collective trustS•••• S••••• G•• E•••••Fixed income$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025S••• L••• U• T••••••• I•••• N• F•••collective trustS•••• S••••• • R•••••• 2•••Fixed income$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025S•••• S••••• M••• E••• I•••• N•••••collective trustS•••• S••••• • R•••••• 2•••Pooled vehicles$796,936 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024R•••••• 3••• I•••• F•••collective trustB•••••••• I••••••••• T•••• C••••Pooled vehicles$951,257 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024N••• E••••••• M•••••• E••••• C••collective trustGlobal Trust CompanyPublic equity$749,186 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024N••• G••••• E••••• C••collective trustGlobal Trust CompanyPublic equity$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024N••• D••••••••• C••••• C••collective trustGlobal Trust CompanyPrivate credit$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024N••• U• S•••• C•• E••••• C••collective trustGlobal Trust CompanyPublic equity$458,697 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024F••• R••• U• 1••• I•••• N• C••collective trustS•••• S••••• G••••• A••••••• T•••• CompanyPooled vehicles$897,766 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024S•••• S••••• I••••••••• U••• C•••collective trustS•••• S••••• • R•••••• 2•••Pooled vehicles$5.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024L••• U• C••••• C••• B••• I••• N• F•collective trustS•••• S••••• G••••• A••••••• T••••Private credit$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024S•• 5•• F••••••• N• F•••collective trustS•••• S••••• • R•••••• 2•••Pooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 20242•• Y••• U••• T••••••• S••••• I••••collective trustS•••• S••••• G•• E•••••Fixed income$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024S••• L••• U• T••••••• I•••• N• F•••collective trustS•••• S••••• • R•••••• 2•••Fixed income$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024S•••• S••••• M••• E••• I•••• N•••••collective trustS•••• S••••• • R•••••• 2•••Pooled vehicles$506,489 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023R•••••• 3••• I•••• F•••collective trustB•••••••• I••••••••• T•••• C••••Pooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023N••• E••••••• M•••••• E••••• C••collective trustGlobal Trust CompanyPublic equity$761,806 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023N••• G••••• E••••• C••collective trustGlobal Trust CompanyPublic equity$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023F••• R••• U• 1••• I•••• N• C••collective trustS•••• S••••• G••••• A••••••• T•••• CompanyPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023S•••• S••••• I••••••••• U••• C•••collective trustS•••• S••••• • R•••••• 2•••Pooled vehicles$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023L••• U• C••••• C••• B••• I••• N• F•collective trustS•••• S••••• G••••• A••••••• T••••Private credit$29.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023S•• 5•• F••••••• N• F•••collective trustS•••• S••••• • R•••••• 2•••Pooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 20232•• Y••• U••• T••••••• S••••• I••••collective trustS•••• S••••• G•• E•••••Fixed income$879,724 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023S••• L••• U• T••••••• I•••• N• F•••collective trustS•••• S••••• • R•••••• 2•••Fixed income$7.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023S•••• S••••• M••• E••• I•••• N•••••collective trustS•••• S••••• • R•••••• 2•••Pooled vehicles$513,215 heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$31.0M Jun 30, 2025 reported Form 5500
$31.0M (2024-06) · $58.4M (2023-06)
Plan assets
$31.0M Jul 1, 2024 reported Form 5500
$58.2M (2023-07) · $61.2M (2022-07)
Net assets
$30.9M Jun 30, 2025 reported Form 5500
$31.0M (2024-06) · $58.2M (2023-06)
Funded ratio
81.1% Jul 1, 2024 reported Form 5500
80.0% (2023-07) · 85.3% (2022-07)
Funding target
$31.6M Jul 1, 2024 reported Form 5500
$58.3M (2023-07) · $56.0M (2022-07)
Discount rate
5.40% Jul 1, 2024 reported Form 5500
5.23% (2023-07) · 5.41% (2022-07)
Participants
316 Jul 1, 2024 reported Form 5500
596 (2023-07) · 606 (2022-07)
Contributions
$0 Jun 30, 2025 reported Form 5500
$0 (2024-06) · $0 (2023-06)
Benefits paid
$1.4M Jun 30, 2025 reported Form 5500
$27.0M (2024-06) · $2.9M (2023-06)
Net investment income
$-82,081 Jun 30, 2025 reported Form 5500
$-27.2M (2024-06) · $-3.0M (2023-06)
Investment management fees
$192,594 Jun 30, 2025 reported Form 5500
$187,973 (2024-06) · $195,473 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025316$31.0M$31.6M81.1%$31.0Mn/an/an/a
2023 to Jun 30, 2024596$58.2M$58.3M80.0%$31.0Mn/an/an/a
2022 to Jun 30, 2023606$61.2M$56.0M85.3%$58.4Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • AON C••••••••• codes 11 50 $214,124 PY2024
  • N••• LLC codes 18 19 28 50 51 $182,253 PY2024
  • Kelley Drye & Warren LLP codes 29 50 $91,351 PY2024
  • Anchin, Block & Anchin LLP codes 10 50 $79,590 PY2024
  • P•••••••• C•••••• S•••••••• codes 21 50 $19,422 PY2024
  • State S••••• Gl Advisors Trust Co. codes 18 19 28 50 51 56 $5,405 PY2024
  • S••• F••• Rf US 1000 I••• Sched. D C $710,441 PY2024
  • I••••••••• C•••it I•••• Fund Sched. D C $5.6M PY2024
  • S••• L••• US Ccb Idx Fd Sched. D C $10.1M PY2024
  • S••• S&p 500 R F••••••• Nl Fund Sched. D C $1.8M PY2024
  • State S••••• 20+ Y••• U.S. Fund Sched. D C $2.7M PY2024
  • S••• L••• US T••••••• Fund Sched. D C $3.4M PY2024
  • S••• M••• E••• I••• Nl Fd Sched. D C $796,936 PY2024
  • B•••••••• Turf 10 Sched. D C $1.1M PY2024
  • N••• Emer Mrk Eq Cit Sched. D C $486,770 PY2024
  • N••• Global Eq Cit Sched. D C $999,451 PY2024
  • N••• D••••••••• C••••• C•• Sched. D C $896,098 PY2024
  • N••• US S•••• Cap Eq Series Sched. D C $414,924 PY2024
  • A•• C••••••••• I••• codes 11 PY2024
  • N••• LLC codes 18 19 28 50 51 $176,050 PY2023
  • AON C••••••••• codes 11 50 $167,906 PY2023
  • Kelley Drye & Warren LLP codes 29 50 $78,635 PY2023
  • Anchin, Block & Anchin LLP codes 10 50 $77,700 PY2023
  • P•••••••• C•••••• S•••••••• codes 21 50 $17,877 PY2023
  • State S••••• Gl Advisors Trust Co. codes 18 19 28 50 51 56 $6,910 PY2023
  • N••• US S•••• Cap Eq Series Sched. D C $458,697 PY2023
  • S••• F••• Rf US 1000 I••• Sched. D C $897,766 PY2023
  • I••••••••• C•••it I•••• Fund Sched. D C $5.8M PY2023
  • S••• L••• US Ccb Idx Fd Sched. D C $9.6M PY2023
  • S••• S&p 500 R F••••••• Nl Fund Sched. D C $1.3M PY2023
  • State S••••• 20+ Y••• U.S. Fund Sched. D C $2.5M PY2023
  • S••• L••• US T••••••• Fund Sched. D C $4.2M PY2023
  • S••• M••• E••• I••• Nl Fd Sched. D C $506,489 PY2023
  • B•••••••• Turf 10 Sched. D C $951,257 PY2023
  • N••• Emer Mrk Eq Cit Sched. D C $749,186 PY2023
  • N••• Global Eq Cit Sched. D C $1.2M PY2023
  • N••• D••••••••• C••••• C•• Sched. D C $1.6M PY2023
  • A•• C••••••••• I••• codes 11 PY2023
  • AON C••••••••• codes 11 50 $235,596 PY2022
  • N••• LLC codes 18 19 28 50 51 $168,294 PY2022
  • Kelley Drye & Warren LLP codes 29 50 $130,615 PY2022
  • Anchin, Block & Anchin LLP codes 10 50 $73,500 PY2022
  • W•••• F•••• B•••, N.A. codes 21 50 $21,169 PY2022
  • State S••••• Gl Advisors Trust Co. codes 18 19 28 50 51 56 $11,142 PY2022
  • S••• L••• US Ccb Idx Fd Sched. D C $29.6M PY2022
  • S••• S&p 500 R F••••••• Nl Fund Sched. D C $1.7M PY2022
  • State S••••• 20+ Y••• U.S. Fund Sched. D C $879,724 PY2022
  • S••• L••• US T••••••• Fund Sched. D C $7.4M PY2022
  • S••• M••• E••• I••• Nl Fd Sched. D C $513,215 PY2022
  • B•••••••• Turf 10 Sched. D C $2.8M PY2022
  • N••• Emer Mrk Eq Cit Sched. D C $761,806 PY2022
  • N••• Global Eq Cit Sched. D C $1.5M PY2022
  • S••• F••• Rf US 1000 I••• Sched. D C $1.2M PY2022
  • I••••••••• C•••it I•••• Fund Sched. D C $3.1M PY2022
  • A•• C••••••••• I••• codes 11 PY2022
What changed
5 events
  • Jul 1, 2024Assets changed
    P••••• A••••• H••••• C••••••••• P•••••• P••• plan assets $58M -> $31M (-46.8%, 2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Jun 30, 2024Holding started
    P••••• A••••• H••••• C••••••••• P•••••• P••• first reports an interest in N••• U• S•••• C•• E••••• C••: $458,697 at 2024-06-30
    with N••• U• S•••• C•• E••••• C••askebsa.dol.gov
  • Jun 30, 2024Holding started
    P••••• A••••• H••••• C••••••••• P•••••• P••• first reports an interest in N••• D••••••••• C••••• C••: $2M at 2024-06-30
    with N••• D••••••••• C••••• C••askebsa.dol.gov
  • Jun 30, 2024Assets changed
    P••••• A••••• H••••• C••••••••• P•••••• P••• total assets $58M -> $31M (-46.9%, 2023-06-30 to 2024-06-30)
    askebsa.dol.gov
  • Jul 1, 2023Funded status changed
    P••••• A••••• H••••• C••••••••• P•••••• P••• funded ratio 85.3% -> 80.0% (2022-07-01 to 2023-07-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131840497-001
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.