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
P•••••• P••• o• A•••• • C••••••
Corporate pensionNEW York, NY
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
94.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
1 managers on Schedule C
Plan sponsor: A•••• O••••••••• L••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 14.2%
- U.S. Government securities 85.5%
Consultants and advisers
2 firms
- T• R••• P•••• A••••••••• I•• Trusteethrough Dec 31, 2022 Form 5500
- M•••••••• I••• Actuarythrough 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)
- J••••••• C•••• B•••• N•••plan years 2024
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
33 readings
Investment management fees
$40,564 (2023-12) · $61,986 (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 | 295 | $99.5M | $85.7M | 94.0% | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 300 | $92.9M | $86.1M | 94.6% | $99.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 310 | $115M | $83.8M | 99.2% | $93.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••••• I••• codes 11 15 50 $217,867 PY2024
- JP Morgan codes 28 50 $87,974 PY2024
- BDO USA, P.C. codes 10 50 $81,950 PY2024
- T. R••• P•••• Associates, Inc. codes 21 50 $12,281 PY2024
- M•••••••• I••• codes 11 PY2024
- T. R••• P•••• Associates, Inc. codes 21 50 $40,564 PY2023
- M•••••••• I••• codes 11 PY2023
- T. R••• P•••• Associates, Inc. codes 21 50 $61,986 PY2022
- M•••••••• I••• codes 11 PY2022
What changed
4 events
- Dec 31, 2024Manager relationship startedJP Morgan appears on P•••••• P••• o• A•••• • C••••••'s Schedule C as investment manager (plan year 2024 vs 2023)with J••••••• C•••• B•••• N•••askebsa.dol.gov
- Dec 31, 2024Assets changedP•••••• P••• o• A•••• • C•••••• total assets $99M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedP•••••• P••• o• A•••• • C•••••• funded ratio 99.2% -> 94.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP•••••• P••• o• A•••• • C•••••• plan assets $115M -> $93M (-19.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 134195373-001
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.