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
Trusted Media Brands Inc. Cash Balance Plan
Corporate pensionNew York, NY
Assets
n/a
Total assets, Mar 27, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: Trusted Media Brands, Inc.
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Other investments 21.2%
- Registered investment companies 78.8%
Consultants and advisers
2 firms
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Transamericaplan years 2022
- UBS Financial Services Inc.plan years 2022
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
16 readings
Plan assets
Funding target
Discount rate
Investment management fees
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 Mar 27, 2024 | 689 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 699 | $56.2M | $10.8M | 521.0% | $49.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 50 $235,639 PY2022
- Northern Trust Company codes 21 50 $114,591 PY2022
- Transamerica Retirement Solutions codes 12 15 28 38 50 59 61 62 63 64 $45,000 PY2022
- Grant Thornton LLP codes 10 50 $40,950 PY2022
- UBS Financial Services Inc. codes 28 51 $15,000 PY2022
- Groom Law Group, Chartered codes 29 50 $12,263 PY2022
- Shipman & Goodwin LLP codes 29 50 $10,613 PY2022
- Collective Shrt-Trm Investment Fnd Sched. D C PY2022
- Mercer codes 11 PY2022
What changed
1 events
- Mar 27, 2024Assets changedTrusted Media Brands Inc. Cash Balance Plan total assets $49M -> $0 (-100.0%, 2022-12-31 to 2024-03-27)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131726769-003
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.