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
T•• L•••• R••••••••• P•••
Corporate pensionIndianapolis, IN
Assets
$12B
Total assets, Dec 31, 2024 reported
Funded
107.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: E•• L•••• a•• C••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 99.7%
Consultants and advisers
4 firms
- C••••• W••• General consultantthrough Dec 31, 2024 Form 5500
- A••••• S•••••••• L•• Pension consultantthrough Dec 31, 2022 Form 5500
- A•• Actuarythrough Dec 31, 2022 Form 5500
- A•• C••••••••• 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
30 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 | 48,150 | $11B | $8.6B | 107.3% | $12B | n/a | $12B | n/a |
| 2023 to Dec 31, 2023 | 46,111 | $10B | $8.3B | 113.5% | $12B | n/a | $12B | n/a |
| 2022 to Dec 31, 2022 | 43,394 | $12B | $7.9B | 112.8% | $11B | n/a | $11B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- A••••• S•••••••• L•• codes 15 17 50 52 $2.3M PY2024
- A•• C••••••••• I••• codes 11 50 $439,640 PY2024
- E•• L•••• a•• C•••••• codes 13 50 $141,748 PY2024
- Ernst & Young LLP codes 10 50 $80,480 PY2024
- P•••te & Moran PLLC codes 10 50 $30,125 PY2024
- C••••• W•••, LLC codes 16 50 $6,951 PY2024
- T•• L•••• R••••••••• P••• Master Tr Sched. D M $12B PY2024
- A•• C••••••••• I••• codes 11 PY2024
- A••••• S•••••••• L•• codes 15 17 50 $2.7M PY2023
- A•• C••••••••• I••• codes 11 50 $326,990 PY2023
- E•• L•••• a•• C•••••• codes 13 50 $197,106 PY2023
- Ernst & Young LLP codes 10 50 $77,760 PY2023
- P•••te & Moran PLLC codes 10 50 $34,026 PY2023
- T•• L•••• R••••••••• P••• Master Tr Sched. D M $12B PY2023
- A•• C••••••••• I••• codes 11 PY2023
- A••••• S•••••••• L•• codes 15 17 50 $2.0M PY2022
- A•• C••••••••• I••• codes 11 50 $561,139 PY2022
- E•• L•••• a•• C•••••• codes 13 50 $125,769 PY2022
- Ernst & Young LLP codes 10 50 $72,000 PY2022
- P•••te & Moran PLLC codes 10 50 $28,810 PY2022
- T•• L•••• R••••••••• P••• Master Tr Sched. D M $11B PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
3 events
- Dec 31, 2024Consultant changedinferenceC••••• W•••, LLC appears on T•• L•••• R••••••••• P•••'s Schedule C as general consultant (plan year 2024 vs 2023)with C••••• W•••askebsa.dol.gov
- Jan 1, 2024Funded status changedT•• L•••• R••••••••• P••• funded ratio 113.5% -> 107.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Assets changedT•• L•••• R••••••••• P••• plan assets $12.2B -> $10.2B (-16.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 350470950-001
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.