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
B•••• B•••• C••• C•••••• P•••••• P•••
Corporate pensionSouth Jordan, UT
Assets
$4.8M
Total assets, Dec 31, 2024 reported
Funded
91.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
8
none on the tape
Plan sponsor: B•••• B•••• C••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 100.0%
Consultants and advisers
2 firms
- G••••• R••••••••• P••••••• 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••••••••8 rows, latest Dec 31, 2024
Commitments
8 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•• L••• D••••••• S•••separate account | P•••••••• | Fixed income | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P••• L•• S•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $4,344 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P••• L•• I•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L•• L••• D••••••• S•••separate account | P•••••••• | Fixed income | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L•• S•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $4,155 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L•• I•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L•• L••• D••••••• S•••separate account | P•••••••• | Fixed income | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L•• I•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $3.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$6,369 (2023-12) · $15,045 (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 | 107 | $6.3M | $6.9M | 91.8% | $4.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 108 | $6.3M | $7.2M | 86.6% | $6.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 120 | $19.4M | $15.1M | 121.9% | $6.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••••• Life Insurance Company codes 13 50 64 $85,664 PY2024
- Grp,llc codes 26 27 50 $5,796 PY2024
- P••• Ldi S•••• Dur Sep Acct-I3 Sched. D P $4,344 PY2024
- P••• Ldi L••• D••••••• Sa-R6 Sched. D P $2.6M PY2024
- P••• Ldi I•••• Dur Sep Acct-R6 Sched. D P $2.2M PY2024
- P•••••••• F•••••••• G•••• codes 11 PY2024
- P•••••••• Life Insurance Company codes 13 50 64 $71,124 PY2023
- Global Retirement Partne codes 27 50 $6,199 PY2023
- P••• Ldi L••• D••••••• Sa-R6 Sched. D P $2.7M PY2023
- P••• Ldi S•••• Dur Sep Acct-I3 Sched. D P $4,155 PY2023
- P••• Ldi I•••• Dur Sep Acct-R6 Sched. D P $3.6M PY2023
- P•••••••• F•••••••• G•••• codes 11 PY2023
- P•••••••• Life Insurance Company codes 13 50 64 $63,566 PY2022
- Global Retirement codes 27 50 $15,032 PY2022
- The Wagner Law Group codes 29 50 $7,500 PY2022
- P••• Ldi I•••• Dur Sep Acct-R6 Sched. D P $3.7M PY2022
- P••• Ldi L••• D••••••• Sa-R6 Sched. D P $2.4M PY2022
- P•••••••• F•••••••• G•••• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedB•••• B•••• C••• C•••••• P•••••• P••• total assets $6M -> $5M (-23.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedB•••• B•••• C••• C•••••• P•••••• P••• funded ratio 86.6% -> 91.8% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedB•••• B•••• C••• C•••••• P•••••• P••• first reports an interest in P••• L•• S•••• D•• S•• A••••• (P••••••••): $4,155 at 2023-12-31with P••••••••askebsa.dol.gov
- Jan 1, 2023Funded status changedB•••• B•••• C••• C•••••• P•••••• P••• funded ratio 121.9% -> 86.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedB•••• B•••• C••• C•••••• P•••••• P••• plan assets $19M -> $6M (-67.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 476090898-001
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.