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
R••••••••• P••• o• L•••••• G•••• I••• f•• B••••••••• U••• • H••••• E••••••••
Corporate pensionMiami, FL
Assets
$50.2M
Total assets, Dec 31, 2024 reported
Funded
153.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: L•••••• • M•••• H••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
4 firms
- Q••••••• C••••••••• I••••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- M••••• Actuarythrough Dec 31, 2022 Form 5500
- W••••••••• T•••• Trusteethrough Dec 31, 2022 Form 5500
- S••• Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- F•••• R•••••• T•••• C••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
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 | 370 | $48.2M | $17.6M | 153.8% | $50.2M | n/a | $50.2M | n/a |
| 2023 to Dec 31, 2023 | 391 | $45.3M | $18.8M | 156.7% | $48.2M | n/a | $48.2M | n/a |
| 2022 to Dec 31, 2022 | 426 | $55.2M | $20.2M | 144.3% | $45.3M | n/a | $45.3M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- LGI Mt for Defined Benefit P•••s Sched. D M $50.2M PY2024
- M••••• codes 11 PY2024
- F•••• R•••••• Trust Company codes 51 $65,817 PY2023
- M••••• codes 11 $51,600 PY2023
- Q••••••• C••••••••• I••••••••• codes 27 $26,108 PY2023
- BDG CPA codes 10 $12,050 PY2023
- Equitable Life Assurance codes 13 $11,778 PY2023
- The W••••••••• T•••• Company codes 21 $8,180 PY2023
- S••• codes 19 51 52 99 $2,782 PY2023
- LGI Mt for Defined Benefit P•••s Sched. D M $48.2M PY2023
- M••••• codes 11 PY2023
- F•••• R•••••• Trust Company codes 51 $71,211 PY2022
- M••••• codes 11 $62,400 PY2022
- Q••••••• C••••••••• I••••••••• codes 27 $25,581 PY2022
- BDG CPA codes 10 $12,050 PY2022
- Equitable Life Assurance codes 13 $11,807 PY2022
- The W••••••••• T•••• Company codes 21 $9,650 PY2022
- S••• codes 19 51 52 99 $3,734 PY2022
- LGI Mt for Defined Benefit P•••s Sched. D M $45.3M PY2022
- M••••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedR••••••••• P••• o• L•••••• G•••• I••• f•• B••••••••• U••• • H••••• E•••••••• funded ratio 156.7% -> 153.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedR••••••••• P••• o• L•••••• G•••• I••• f•• B••••••••• U••• • H••••• E•••••••• funded ratio 144.3% -> 156.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedR••••••••• P••• o• L•••••• G•••• I••• f•• B••••••••• U••• • H••••• E•••••••• plan assets $55M -> $45M (-18.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 510413146-002
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.