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
S•••••• M••••• P••••••• C•••••• E••••••••• P•••••• P•••
Corporate pensionS••••••, MI
Assets
n/a
Total assets, Sep 30, 2024 reported
Funded
97.6%
Oct 1, 2023
Private markets target
n/a
policy Sep 30, 2023
Commitments
0
none on the tape
Plan sponsor: S•••••• M••••• P••••••• C••••••
Allocation policy
Form 5500, as of Sep 30, 2023
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 1.4%
- Corporate debt instruments (other) 6.7%
- U.S. Government securities 12.6%
- Registered investment companies 79.0%
Consultants and advisers
2 firms
- G•••••••• T•••• Trusteethrough Sep 30, 2023 Form 5500
- W•••••• R••• Actuarythrough Sep 30, 2023 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
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Sep 30, 2024 | 122 | $8.8M | $9.4M | 97.6% | $0 | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 129 | $8.4M | $9.5M | 96.9% | $8.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••te Moran codes 10 $150,000 PY2023
- G•••••••• T•••• codes 21 $52,054 PY2023
- W•••••• R••• codes 11 $23,804 PY2023
- Miller Johnson codes 29 $11,018 PY2023
- Brink, Key & Chludzinski codes 10 $11,000 PY2023
- W•••••• R••• codes 11 PY2023
- G•••••••• T•••• codes 21 $53,435 PY2022
- W•••••• R••• codes 11 $15,604 PY2022
- Miller Johnson codes 10 $514 PY2022
- W•••••• R••• codes 11 PY2022
What changed
1 events
- Sep 30, 2024Assets changedS•••••• M••••• P••••••• C•••••• E••••••••• P•••••• P••• total assets $9M -> $0 (-100.0%, 2023-09-30 to 2024-09-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 381817055-001
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.