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••••••••• B••• C•••••• H••••• E••••••••• P•••••• P•••
Corporate pensionMoline, IL
Assets
$19.4M
Total assets, Dec 31, 2024 reported
Funded
95.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
none on the tape
Plan sponsor: M••••••••• B••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 1.0%
- Pooled separate accounts 15.0%
- Registered investment companies 84.0%
Consultants and advisers
2 firms
- P•••••••• Trusteethrough Dec 31, 2022 Form 5500
- U•• C••••••••• G•••• 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
- P••••••••12 rows, latest Dec 31, 2024
Commitments
12 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, 2024 | P••• M••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $822,437 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P••• L••• S•• 5•• I•••• S•••separate account | P•••••••• | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P••• I••• S••••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $410,811 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P•••••••• U••• P••••••• S•••separate account | P•••••••• | Real estate | $255,639 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• M••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $786,295 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L••• S•• 5•• I•••• S•••separate account | P•••••••• | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• I••• S••••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $439,015 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P•••••••• U••• P••••••• S•••separate account | P•••••••• | Real estate | $470,940 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• M••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $763,659 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L••• S•• 5•• I•••• S•••separate account | P•••••••• | Pooled vehicles | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• I••• S••••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $570,051 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P•••••••• U••• P••••••• S•••separate account | P•••••••• | Real estate | $557,834 held | Disclosed holding | askebsa.dol.gov |
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 | 463 | $20.2M | $21.9M | 95.6% | $19.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 471 | $18.9M | $22.7M | 90.0% | $20.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 477 | $25.6M | $22.6M | 108.6% | $18.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••••• Financial Group codes 21 $26,819 PY2024
- U•• C••••••••• G••••, Inc. codes 11 17 50 $16,750 PY2024
- P•••••••• L••• S & P 500 Idx Sep Ac Sched. D P $1.4M PY2024
- P•••••••• M••••• Sep A••••• Sched. D P $822,437 PY2024
- P•••••••• I••• S••••••• Sep Acct Sched. D P $410,811 PY2024
- P••• U.S. P••••••• Sep A••••• Sched. D P $255,639 PY2024
- U•• C••••••••• G•••• codes 11 PY2024
- P•••••••• Financial Group codes 21 $26,819 PY2023
- U•• C••••••••• G••••, Inc. codes 11 17 50 $23,500 PY2023
- P•••••••• M••••• Blend Sep Acct-R6 Sched. D P $786,295 PY2023
- P•••••••• L••• S & P 500 Idx Sep Ac Sched. D P $1.4M PY2023
- P•••••••• I••• S••••••• Sep Acct Sched. D P $439,015 PY2023
- P••• U.S. P••••••• Sep Acct-R6 Sched. D P $470,940 PY2023
- U•• C••••••••• G•••• codes 11 PY2023
- P•••••••• Financial Group codes 21 $23,318 PY2022
- U•• C••••••••• G••••, Inc. codes 11 17 50 $12,500 PY2022
- P•••••••• I••• S••••••• Sep Acct Sched. D P $570,051 PY2022
- P•••••••• M••••• Blend Sep Acct-R6 Sched. D P $763,659 PY2022
- P••• U.S. P••••••• Sep Acct-R6 Sched. D P $557,834 PY2022
- P•••••••• L••• S & P 500 Idx Sep Ac Sched. D P $1.9M PY2022
- U•• C••••••••• G•••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedM••••••••• B••• C•••••• H••••• E••••••••• P•••••• P••• funded ratio 90.0% -> 95.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedM••••••••• B••• C•••••• H••••• E••••••••• P•••••• P••• funded ratio 108.6% -> 90.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedM••••••••• B••• C•••••• H••••• E••••••••• P•••••• P••• plan assets $26M -> $19M (-26.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 361458020-002
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.