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
C•• C••••••• P•••••• P•••
Corporate pensionNEW York, NY
Assets
$1.9B
Total assets, Dec 31, 2024 reported
Funded
82.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: P•••••••• G•••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 95.5%
Consultants and advisers
3 firms
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
- B••• o• N•• Y••• M••••• Trusteethrough Dec 31, 2022 Form 5500
- W••••• T••••• W••••• Actuarythrough 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
31 readings
Investment management fees
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 | 25,963 | $2.0B | $2.5B | 82.3% | $1.9B | n/a | $1.8B | n/a |
| 2023 to Dec 31, 2023 | 26,841 | $1.9B | $2.6B | 80.0% | $2.0B | n/a | $2.0B | n/a |
| 2022 to Dec 31, 2022 | 27,813 | $2.5B | $2.6B | 91.1% | $1.9B | n/a | $1.9B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Telus Health US Ltd codes 15 50 65 $1.7M PY2024
- B••• o• N•• Y••• M••••• codes 12 21 50 $334,512 PY2024
- W••••• T••••• W••••• U• L•• codes 11 16 50 $333,600 PY2024
- Mitchell & Titus codes 10 50 $83,715 PY2024
- Harter Secrest & Emery LLP codes 29 50 $55,780 PY2024
- Groom Law Group codes 29 50 $8,315 PY2024
- P•••••••• G••••• Master Trust Sched. D M $1.8B PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- Telus Health codes 15 50 $1.7M PY2023
- W••••• T••••• W••••• U• L•• codes 11 16 50 $307,800 PY2023
- Mitchell & Titus codes 10 50 $141,425 PY2023
- Harter Secrest & Emery LLP codes 29 50 $114,152 PY2023
- B••• o• N•• Y••• M••••• codes 12 21 50 $95,509 PY2023
- Groom Law Group codes 29 50 $29,504 PY2023
- P•••••••• G••••• Master Trust Sched. D M $2.0B PY2023
- W••••• T••••• W••••• codes 11 PY2023
- Lifeworks codes 15 50 $1.3M PY2022
- W••••• T••••• W••••• codes 11 50 $274,340 PY2022
- B••• o• N•• Y••• M••••• codes 12 21 50 $191,575 PY2022
- Groom Law Group codes 29 50 $174,550 PY2022
- P•••••••• G••••• Master Trust Sched. D M $1.9B PY2022
- W••••• T••••• W••••• codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedC•• C••••••• P•••••• P••• funded ratio 80.0% -> 82.3% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceW••••• T••••• W••••• U• L•• appears on C•• C••••••• P•••••• P•••'s Schedule C as general consultant (plan year 2023 vs 2022)with W••••• T••••• W••••• U• L••askebsa.dol.gov
- Jan 1, 2023Funded status changedC•• C••••••• P•••••• P••• funded ratio 91.1% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedC•• C••••••• P•••••• P••• plan assets $2.5B -> $1.9B (-25.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042949533-200
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.