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
L••••• G•••••••• L••••• I••••••••• T•••••• U•••• N••••••• L•••• 1••• R••••••••• P•••
Corporate pensionWilmington, DE
Assets
n/a
Total assets, Dec 16, 2024 reported
Funded
100.8%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: F••••••••• S•••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Non-interest-bearing cash 1.0%
- Corporate debt instruments (preferred) 30.6%
- U.S. Government securities 40.9%
- Other investments 0.9%
- Registered investment companies 13.9%
- Preferred stock 0.1%
Consultants and advisers
3 firms
- A••••• P••••••• L•• Investment adviser (plan)through Dec 31, 2023 Form 5500
- U• B••• Custodianthrough Dec 31, 2022 Form 5500
- S•••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)
- P••••plan years 2022
- M•••••plan years 2022
- J••• M••••• C••••plan years 2022
- C••••••plan years 2022
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
29 readings
Investment management fees
$1.3M (2023-12) · $758,238 (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 16, 2024 | 2,132 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 5,524 | $240M | $257M | 100.8% | $179M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 5,876 | $323M | $277M | 100.5% | $252M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- A••••• P••••••• L•• codes 27 $458,550 PY2024
- P•••• codes 28 $219,238 PY2024
- Employee a codes 30 $162,346 PY2024
- M••••• codes 28 $111,556 PY2024
- C••••••larsonallen LLP codes 10 $95,376 PY2024
- Employee B codes 30 $61,022 PY2024
- R&r Realty Group codes 99 $41,423 PY2024
- U• B••• codes 18 $37,556 PY2024
- Blake & Uhlig codes 29 $29,041 PY2024
- Employee C codes 30 $24,850 PY2024
- Employee D codes 30 $23,466 PY2024
- Employee E codes 30 $21,430 PY2024
- S•••• Company codes 11 $20,971 PY2024
- Quadient Leasing USA Inc codes 99 $11,630 PY2024
- System Design Associates codes 99 $9,537 PY2024
- Aureon Communications codes 49 $9,280 PY2024
- B••• of America codes 99 $6,578 PY2024
- P•••• codes 28 $573,225 PY2023
- M••••• codes 28 $215,165 PY2023
- Aetna Life Insurance Company codes 23 $178,830 PY2023
- A••••• P••••••• L•• codes 27 $175,700 PY2023
- Prudential Insurance Company codes 23 $123,500 PY2023
- Employee a codes 30 $92,227 PY2023
- S•••• Company codes 11 $59,728 PY2023
- U• B••• codes 18 $51,952 PY2023
- C••••••larsonallen LLP codes 10 $48,747 PY2023
- Employee B codes 30 $46,000 PY2023
- Employee C codes 30 $38,594 PY2023
- R&r Realty Group codes 99 $35,945 PY2023
- Blake & Uhlig codes 29 $24,400 PY2023
- Employee D codes 30 $23,575 PY2023
- Employee E codes 30 $21,995 PY2023
- Quadient Finance USA, Inc. codes 99 $17,876 PY2023
- Robert Half codes 30 $11,694 PY2023
- Aureon Communications codes 49 $9,319 PY2023
- Carter Printing codes 36 $7,940 PY2023
- Quadient Leasing USA Inc codes 99 $7,487 PY2023
- B••• of America codes 99 $6,710 PY2023
- System Design Associates codes 99 $5,140 PY2023
- S•••• codes 11 PY2023
- P•••• codes 28 $307,606 PY2022
- C•••••• Group codes 28 $217,864 PY2022
- M••••• codes 28 $205,899 PY2022
- JP M••••• codes 28 $150,936 PY2022
- Employee a codes 30 $85,002 PY2022
- U• B••• codes 18 $54,871 PY2022
- S•••• Company codes 11 $52,628 PY2022
- C••••••larsonallen LLP codes 10 $42,335 PY2022
- Employee B codes 30 $39,509 PY2022
- R&r Realty Group codes 99 $36,194 PY2022
- Employee C codes 30 $35,570 PY2022
- B••• of America codes 99 $26,961 PY2022
- Employee D codes 30 $23,558 PY2022
- Blake & Uhlig codes 29 $21,306 PY2022
- Employee E codes 30 $20,173 PY2022
- Robert Half codes 30 $15,462 PY2022
- Quadient Finance USA, Inc. codes 99 $14,596 PY2022
- Carter Printing codes 36 $9,623 PY2022
- Aureon Communications codes 49 $9,291 PY2022
- Quadient Leasing USA Inc codes 99 $7,176 PY2022
- US Postal Service codes 99 $5,645 PY2022
- Jpmcb Strategic Ppty Fd Sched. D C PY2022
- Jpmcb Spl Sit Property Fd (sspf) Sched. D C PY2022
- S•••• codes 11 PY2022
What changed
6 events
- Dec 16, 2024Assets changedL••••• G•••••••• L••••• I••••••••• T•••••• U•••• N••••••• L•••• 1••• R••••••••• P••• total assets $179M -> $0 (-100.0%, 2023-12-31 to 2024-12-16)
- Dec 31, 2023Consultant changedinferenceA••••• P••••••• L•• appears on L••••• G•••••••• L••••• I••••••••• T•••••• U•••• N••••••• L•••• 1••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with A••••• P••••••• L••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceC•••••• Group no longer appears on L••••• G•••••••• L••••• I••••••••• T•••••• U•••• N••••••• L•••• 1••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with C••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceJP M••••• no longer appears on L••••• G•••••••• L••••• I••••••••• T•••••• U•••• N••••••• L•••• 1••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with J••• M••••• C••••askebsa.dol.gov
- Dec 31, 2023Assets changedL••••• G•••••••• L••••• I••••••••• T•••••• U•••• N••••••• L•••• 1••• R••••••••• P••• total assets $252M -> $179M (-28.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedL••••• G•••••••• L••••• I••••••••• T•••••• U•••• N••••••• L•••• 1••• R••••••••• P••• plan assets $323M -> $240M (-25.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 863006037-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 16, 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.