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••••••••• L••• I•••••••• C•••••• E••••••••• R••••••••• B•••••• P•••
Corporate pensionNEW Orleans, LA
Assets
$114M
Total assets, Dec 31, 2024 reported
Funded
82.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: P••••••••• L••• I•••••••• G••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.4%
- Corporate debt instruments (other) 93.2%
- Pooled separate accounts 2.5%
Consultants and advisers
3 firms
- A•••••• ActuaryInvestment adviser (plan)through Dec 31, 2023 Form 5500
- P•••••• I••••••• M••••••••• C• L•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- P•••••••• F•••••••• G•••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- P••••••••3 rows, latest Dec 31, 2024
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $2.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$265,998 (2023-12) · $342,119 (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 | 941 | $122M | $139M | 82.7% | $114M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 877 | $107M | $127M | 85.8% | $122M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 745 | $139M | $124M | 103.6% | $107M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••••• L••• I•••••••• Company codes 13 50 64 $287,240 PY2024
- Pimco codes 27 50 $284,076 PY2024
- A•••••• codes 27 50 99 $55,000 PY2024
- Bourgeois Bennett, LLC codes 10 50 $45,000 PY2024
- P••• L••••• A••••• S•• A••••• Sched. D P $2.8M PY2024
- P•••••••• F•••••••• G•••• codes 11 PY2024
- P•••••••• L••• I•••••••• Company codes 13 50 64 $289,531 PY2023
- Pimco codes 27 50 $192,257 PY2023
- A•••••• Retirement codes 11 27 50 99 $114,986 PY2023
- P••• L••••• A••••• S•• A••••• Sched. D P $2.1M PY2023
- P•••••••• F•••••••• G•••• codes 11 PY2023
- Pimco codes 27 50 $287,117 PY2022
- P•••••••• L••• I•••••••• Company codes 13 50 64 $267,884 PY2022
- A•••••• Retirement codes 27 50 99 $55,002 PY2022
- Bourgeois Bennett LLC codes 10 50 $10,500 PY2022
- P••• L••••• A••••• S•• A••••• Sched. D P $2.1M PY2022
- P•••••••• F•••••••• G•••• codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedP••••••••• L••• I•••••••• C•••••• E••••••••• R••••••••• B•••••• P••• funded ratio 85.8% -> 82.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedP••••••••• L••• I•••••••• C•••••• E••••••••• R••••••••• B•••••• P••• plan assets $107M -> $122M (+13.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedP••••••••• L••• I•••••••• C•••••• E••••••••• R••••••••• B•••••• P••• total assets $107M -> $122M (+13.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedP••••••••• L••• I•••••••• C•••••• E••••••••• R••••••••• B•••••• P••• funded ratio 103.6% -> 85.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP••••••••• L••• I•••••••• C•••••• E••••••••• R••••••••• B•••••• P••• plan assets $139M -> $107M (-23.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 205816271-001
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.