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

M••••••••• R•••••••• H••••• P•••••• P••• a•• T••••

Corporate pensionSalem, NJ

Assets

$176,860

Total assets, Dec 31, 2024 reported

Funded

92.8%

Jan 1, 2023

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: M••••••••• M••••• I•••

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Common/collective trusts 99.2%

Consultants and advisers

3 firms

B••• o• N•• Y••• M••••• Trusteethrough Dec 31, 2022 Form 5500
P••••••••• R••••••••• • A•••••• I•• Actuarythrough Dec 31, 2022 Form 5500
E•••••• 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

B•• M•••••16 rows, latest Dec 31, 2024

Commitments

16 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	E• T•••••••• I•••••••••collective trust	B•• M•••••	Pooled vehicles	$175,414 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	B•• M••••• L••• D••••••• F•••collective trust	B•• M•••••	Fixed income	$7.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	B••••• D• S• L• C••••• B••collective trust	B•• M•••••	Private credit	$3.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	E• T•••••••• I•••••••••collective trust	B•• M•••••	Pooled vehicles	$3.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	B••••• D• S• I•• C••••• B••collective trust	B•• M•••••	Private credit	$3.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	B••••• D• S• I•• G••• B••collective trust	B•• M•••••	Pooled vehicles	$5.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	B••••• D• S• L• G••• B••collective trust	B•• M•••••	Pooled vehicles	$4.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	E• U• R••• E••••• S•••••••••collective trust	B•• M•••••	Real estate	$789,482 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	B••••• D• S• I••• S••collective trust	B•• M•••••	Pooled vehicles	$2.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	B••••• D• S• L• C••••• B••collective trust	B•• M•••••	Private credit	$3.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	B••••• D• S• M• S••collective trust	B•• M•••••	Pooled vehicles	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	B••• M••••• D• S• S•••• I•••• F•••collective trust	B•• M•••••	Public equity	$7.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	E• T•••••••• I•••••••••collective trust	B•• M•••••	Pooled vehicles	$220,198 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	B•• M••••• I•••• E••••• M•••••••••collective trust	B•• M•••••	Public equity	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	B•• M••••• L••• D••••••• F•••collective trust	B•• M•••••	Fixed income	$3.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	B•• M••••• N••••• G••••• R••• R••••collective trust	B•• M•••••	Pooled vehicles	$815,023 held	Disclosed holding	askebsa.dol.gov

Size and funding

26 readings

Total assets

$176,860 Dec 31, 2024 reported Form 5500

$28.6M (2023-12) · $27.5M (2022-12)

Plan assets

$27.4M Jan 1, 2023 reported Form 5500

$36.5M (2022-01)

Net assets

$176,860 Dec 31, 2024 reported Form 5500

$28.6M (2023-12) · $27.4M (2022-12)

Funded ratio

92.8% Jan 1, 2023 reported Form 5500

107.7% (2022-01)

Funding target

$32.2M Jan 1, 2023 reported Form 5500

$32.1M (2022-01)

Discount rate

5.07% Jan 1, 2023 reported Form 5500

5.37% (2022-01)

Participants

601 Jan 1, 2024 reported Form 5500

613 (2023-01) · 626 (2022-01)

Contributions

$3.6M Dec 31, 2024 reported Form 5500

$399,408 (2023-12) · $220,000 (2022-12)

Benefits paid

$32.8M Dec 31, 2024 reported Form 5500

$2.5M (2023-12) · $2.3M (2022-12)

Net investment income

$-28.4M Dec 31, 2024 reported Form 5500

$1.2M (2023-12) · $-9.1M (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	601	n/a	n/a	n/a	$176,860	n/a	n/a	n/a
2023 to Dec 31, 2023	613	$27.4M	$32.2M	92.8%	$28.6M	n/a	n/a	n/a
2022 to Dec 31, 2022	626	$36.5M	$32.1M	107.8%	$27.5M	n/a	n/a	n/a

Service providers and investment entities as filed (Schedule C and D, latest year first)

E•••••• A•••••• Insurance Company codes 11 $202,495 PY2024
The B••• o• N•• Y••• M••••• codes 21 $71,999 PY2024
J.L. Kreischer, PC Et Al Ptrs codes 10 65 $26,500 PY2024
B•• M••••• L••• D••••••• F••• Sched. D C PY2024
B•• M••••• Db Sl Lt Crd Bif Sched. D C PY2024
EB Temp Inv Fd Var Rt Sched. D C $175,414 PY2024
B•• M••••• Db Sl Int Credit Bif Sched. D C PY2024
B•• M••••• Db Sl Int G••• Bif Sched. D C PY2024
B•• M••••• Db Sl Lt G••• Bif Sched. D C PY2024
P••••••••• Retirement Ins & A•••••• codes 11 65 $78,205 PY2023
The B••• o• N•• Y••• M••••• codes 21 $72,675 PY2023
J.L. Kreischer, PC Et Al Ptrs codes 10 65 $29,254 PY2023
B•• M••••• Db Sl Mc Sif Sched. D C PY2023
B•• M••••• I•••• Eq Mutli-Strat Fd Sched. D C PY2023
B•• M••••• L••• D••••••• F••• Sched. D C $7.2M PY2023
B•• M••••• N••••• R••• R••••n Fd Sched. D C PY2023
EB US R••• E••••• Fd Sched. D C PY2023
B•• M••••• Db Sl I••• Sif Sched. D C PY2023
B•• M••••• Db Sl Lt Crd Bif Sched. D C $3.8M PY2023
B•• M••••• Db Sl Sif Sched. D C PY2023
EB Temp Inv Fd Var Rt Sched. D C $3.8M PY2023
B•• M••••• Db Sl Int Credit Bif Sched. D C $3.7M PY2023
B•• M••••• Db Sl Int G••• Bif Sched. D C $5.1M PY2023
B•• M••••• Db Sl Lt G••• Bif Sched. D C $4.6M PY2023
E•••••• codes 11 PY2023
The B••• o• N•• Y••• M••••• codes 21 $91,109 PY2022
J.L. Kreischer, PC Et Al Ptrs codes 10 65 $54,314 PY2022
P••••••••• Retirement Ins & A•••••• codes 11 65 $54,010 PY2022
B•• M••••• Db Sl Mc Sif Sched. D C $1.9M PY2022
B•• M••••• L••• Dura Sched. D C $3.6M PY2022
EB US R••• E••••• Fd Sched. D C $789,482 PY2022
B•• M••••• Db Sl I••• Sif Sched. D C $2.5M PY2022
B•• M••••• Db Sl Lt Crd Bif Sched. D C $3.6M PY2022
B•• M••••• N••••• R••• R••••n Fd Sched. D C $815,023 PY2022
B•• M••••• Db Sl Sif Sched. D C $7.0M PY2022
EB Temp Inv Fd Var Rt Sched. D C $220,198 PY2022
B•• M••••• I•••• Eq Mutli-Strat Fd Sched. D C $1.7M PY2022
E•••••• codes 11 PY2022

What changed

17 events

Dec 31, 2024Holding endedinference
M••••••••• R•••••••• H••••• P•••••• P••• a•• T•••• no longer reports B••••• D• S• I•• G••• B•• (B•• M•••••) (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)
with B•• M•••••askebsa.dol.gov
Dec 31, 2024Holding endedinference
M••••••••• R•••••••• H••••• P•••••• P••• a•• T•••• no longer reports B••••• D• S• L• G••• B•• (B•• M•••••) (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)
with B•• M•••••askebsa.dol.gov
Dec 31, 2024Holding endedinference
M••••••••• R•••••••• H••••• P•••••• P••• a•• T•••• no longer reports B••••• D• S• I•• C••••• B•• (B•• M•••••) (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)
with B•• M•••••askebsa.dol.gov
Dec 31, 2024Holding endedinference
M••••••••• R•••••••• H••••• P•••••• P••• a•• T•••• no longer reports B••••• D• S• L• C••••• B•• (B•• M•••••) (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)
with B•• M•••••askebsa.dol.gov
Dec 31, 2024Holding endedinference
M••••••••• R•••••••• H••••• P•••••• P••• a•• T•••• no longer reports B•• M••••• L••• D••••••• F••• (B•• M•••••) (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)
with B•• M•••••askebsa.dol.gov
Dec 31, 2024Assets changed
M••••••••• R•••••••• H••••• P•••••• P••• a•• T•••• total assets $29M -> $176,860 (-99.4%, 2023-12-31 to 2024-12-31)
askebsa.dol.gov
Dec 31, 2023Holding endedinference
M••••••••• R•••••••• H••••• P•••••• P••• a•• T•••• no longer reports B••••• D• S• I••• S•• (B•• M•••••) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
with B•• M•••••askebsa.dol.gov
Dec 31, 2023Holding endedinference
M••••••••• R•••••••• H••••• P•••••• P••• a•• T•••• no longer reports B••• M••••• D• S• S•••• I•••• F••• (B•• M•••••) (last held $7M at 2022-12-31; absent from the 2023-12-31 filing)
with B•• M•••••askebsa.dol.gov
Dec 31, 2023Holding endedinference
M••••••••• R•••••••• H••••• P•••••• P••• a•• T•••• no longer reports E• U• R••• E••••• S••••••••• (B•• M•••••) (last held $789,482 at 2022-12-31; absent from the 2023-12-31 filing)
with B•• M•••••askebsa.dol.gov
Dec 31, 2023Holding started
M••••••••• R•••••••• H••••• P•••••• P••• a•• T•••• first reports an interest in B••••• D• S• I•• G••• B•• (B•• M•••••): $5M at 2023-12-31
with B•• M•••••askebsa.dol.gov
Dec 31, 2023Holding endedinference
M••••••••• R•••••••• H••••• P•••••• P••• a•• T•••• no longer reports B•• M••••• N••••• G••••• R••• R•••• (B•• M•••••) (last held $815,023 at 2022-12-31; absent from the 2023-12-31 filing)
with B•• M•••••askebsa.dol.gov
Dec 31, 2023Holding started
M••••••••• R•••••••• H••••• P•••••• P••• a•• T•••• first reports an interest in B••••• D• S• L• G••• B•• (B•• M•••••): $5M at 2023-12-31
with B•• M•••••askebsa.dol.gov
Dec 31, 2023Holding endedinference
M••••••••• R•••••••• H••••• P•••••• P••• a•• T•••• no longer reports B•• M••••• I•••• E••••• M••••••••• (B•• M•••••) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
with B•• M•••••askebsa.dol.gov
Dec 31, 2023Holding endedinference
M••••••••• R•••••••• H••••• P•••••• P••• a•• T•••• no longer reports B••••• D• S• M• S•• (B•• M•••••) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
with B•• M•••••askebsa.dol.gov
Dec 31, 2023Holding started
M••••••••• R•••••••• H••••• P•••••• P••• a•• T•••• first reports an interest in B••••• D• S• I•• C••••• B•• (B•• M•••••): $4M at 2023-12-31
with B•• M•••••askebsa.dol.gov
Jan 1, 2023Funded status changed
M••••••••• R•••••••• H••••• P•••••• P••• a•• T•••• funded ratio 107.7% -> 92.8% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
M••••••••• R•••••••• H••••• P•••••• P••• a•• T•••• plan assets $36M -> $27M (-24.9%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Provenance

Identifiers: EIN-PN 210506420-002

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.