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•• G•• G•••• P•••••• P•••
Corporate pensionCary, NC
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
89.9%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2022
Commitments
4
none on the tape
Plan sponsor: P•• G•• I••••••••• I••
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Common/collective trusts 75.3%
- Registered investment companies 24.7%
Consultants and advisers
3 firms
- C••• S••••• C••••••••• I•• Pension consultantthrough Dec 31, 2022 Form 5500
- F••••••• I••••••••• A•••• M••• T• Actuarythrough Dec 31, 2022 Form 5500
- F••••••• 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 the commitment tape
From the plan’s own commitment disclosures
- F••••••• I••••••••• A•••• M•••3 rows, latest Dec 31, 2022
From Schedule C (investment management, code 28)
- F••••••• I••••••••• A•••• M•••plan years 2022
Commitments
4 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, 2022 | F••• L••• C•••••••• a• O• B•••••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $6.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• L••• U••• T••••••• S••••• I•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• 8••• Y••• C•••••••• B•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | L•••• C•• G••••• T••••collective trust | T.ROWE Price Trust Company | Public equity | $626,006 held | Disclosed holding | askebsa.dol.gov |
Size and funding
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 846 | $13.2M | $16.1M | 89.9% | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 854 | $19.6M | $16.2M | 110.9% | $13.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- F••••••• I••••••••• I••••••••• codes 11 19 49 $254,050 PY2023
- Foley & Lardner LLP codes 29 $20,450 PY2023
- BDO USA, P.C. codes 10 $20,170 PY2023
- F••••••• I••••••••• Asset Manage codes 28 $16,197 PY2023
- C••• S••••• C••••••••• codes 17 27 $11,679 PY2023
- L••• C•••••••• a Or B••••• Sched. D C PY2023
- L••• U.S. T••••••• S••••• Sched. D C PY2023
- L•••• C•• G••••• T•••• Sched. D C PY2023
- 8-10 Y••• C•••••••• B••• Sched. D C PY2023
- F••••••• I••••••••• codes 11 PY2023
- F••••••• I••••••••• I••••••••• codes 11 19 49 $150,004 PY2022
- BDO USA codes 10 $38,750 PY2022
- F••••••• I••••••••• Asset Manage codes 28 $18,125 PY2022
- C••• S••••• C••••••••• codes 17 27 $9,135 PY2022
- 8-10 Y••• C•••••••• B••• Sched. D C $1.5M PY2022
- L•••• C•• G••••• T•••• Sched. D C $626,006 PY2022
- L••• U.S. T••••••• S••••• Sched. D C $1.3M PY2022
- L••• C•••••••• a Or B••••• Sched. D C $6.5M PY2022
- F••••••• I••••••••• codes 11 PY2022
What changed
3 events
- Dec 31, 2023Assets changedP•• G•• G•••• P•••••• P••• total assets $13M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedP•• G•• G•••• P•••••• P••• funded ratio 110.9% -> 89.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP•• G•• G•••• P•••••• P••• plan assets $20M -> $13M (-32.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 111727150-001
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.