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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Corporate pension
P••• E••••••••• P•••••• P•••
Corporate pensionDanboro, PA
Assets
$19.3M
Total assets, Dec 31, 2024 reported
Funded
104.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: P••• E••••••••• • M••• C••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 18.6%
- Registered investment companies 81.3%
Consultants and advisers
3 firms
- S•• I••••••••• C•••••• Custodianthrough Dec 31, 2022 Form 5500
- K••• F•••• H•• G••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- I•• A•••••••• L•• Custodianthrough Dec 31, 2022 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
32 readings
Investment management fees
$45,000 (2023-12) · $63,823 (2022-12)
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 | 434 | $21.1M | $20.8M | 104.8% | $19.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 366 | $16.2M | $22.0M | 80.7% | $21.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 399 | $20.6M | $23.3M | 88.7% | $16.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Stone Street Equity codes 15 19 26 $22,500 PY2024
- K••• F•••• H•• G••••• I••• codes 11 $17,925 PY2024
- Wilmington Trust codes 15 19 26 $17,492 PY2024
- K••• F•••• Hay Group, Inc codes 11 PY2024
- Stone Street Equity codes 15 19 26 $45,000 PY2023
- Withumsmith+brown, PC codes 10 $30,373 PY2023
- K••• F•••• H•• G••••• I••• codes 11 $26,775 PY2023
- Wilmington Trust codes 15 19 26 $16,698 PY2023
- K••• F•••• Hay Group, Inc codes 11 PY2023
- Stone Street Equity codes 15 19 26 $45,000 PY2022
- Withumsmith+brown, PC codes 10 $28,278 PY2022
- K••• F•••• H•• G••••• I••• codes 11 $24,775 PY2022
- Wilmington Trust codes 15 19 26 $18,823 PY2022
- K••• F•••• Hay Group, Inc codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedP••• E••••••••• P•••••• P••• funded ratio 80.7% -> 104.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedP••• E••••••••• P•••••• P••• plan assets $16M -> $21M (+30.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedP••• E••••••••• P•••••• P••• total assets $16M -> $21M (+31.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedP••• E••••••••• P•••••• P••• funded ratio 88.7% -> 80.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP••• E••••••••• P•••••• P••• plan assets $21M -> $16M (-21.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 230951065-001
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.