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.
Corporate pension
Saint Louis Symphony Employees Retirement Plan
Corporate pensionST. Louis, MO
Assets
$62,019
Total assets, Aug 31, 2023 reported
Funded
92.1%
Sep 1, 2022
Private markets target
n/a
policy Aug 31, 2023
Commitments
0
none on the tape
Plan sponsor: Saint Louis Symphony Orchestra
Allocation policy
Form 5500, as of Aug 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 62.2%
Consultants and advisers
4 firms
- Wells Fargo Investment adviser (plan)through Aug 31, 2023 Form 5500
- Mercer Pension consultantthrough Aug 31, 2023 Form 5500
- Towers Watson Pennsylvania, Inc. Actuarythrough Aug 31, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Aug 31, 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
11 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Aug 31, 2023 | 129 | $17.2M | $17.8M | 92.1% | $62,019 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Wells Fargo Bank codes 27 $97,765 PY2022
- Mercer codes 17 $54,850 PY2022
- Willis Towers Watson codes 11 $46,904 PY2022
- Armstrong Teasdale codes 29 $26,973 PY2022
- Commerce codes 26 $22,418 PY2022
- UHY LLP codes 10 $18,340 PY2022
- Quarles & Brady codes 29 $6,493 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 430666769-001
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.