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
H••••• F•••• C••••••••• P•••••• P•••
Corporate pensionAustin, MN
Assets
$1.0B
Total assets, Oct 26, 2025 reported
Funded
97.8%
Oct 28, 2024
Private markets target
n/a
policy Oct 26, 2025
Commitments
0
none on the tape
Plan sponsor: H••••• F•••• C•••••••••
Allocation policy
Form 5500, as of Oct 26, 2025
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
8 firms
- C••••• W••• General consultantthrough Oct 27, 2024 Form 5500
- M••••• F•••••••• M••••••••• L•• Pension consultantthrough Oct 29, 2023 Form 5500
- V•• A•••••••• Actuarythrough Oct 26, 2025 Form 5500
- W••••• T••••• W••••• Actuarythrough Oct 27, 2024 Form 5500
- U• B••• Trusteethrough Oct 29, 2023 Form 5500
- T••••• W••••• I••••••••• S•••••••• Actuarythrough Oct 29, 2023 Form 5500
- V•• A•••••••• S•••••••• Actuarythrough Oct 29, 2023 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Oct 29, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on Schedule C
From Schedule C (investment management, code 28)
- M•••••• I••••••••• M•••••••••plan years 2023
- J••••••• C•••• B•••• N•••plan years 2023
- L•••• • G•••••• I•• M••• A••••••plan years 2023
- P••••••••• P•••••••• A•••••••••plan years 2023
- A••••••• C••• E••••• S•••••plan years 2023
- S•••• S••••• G••••• A•••••••plan years 2023
- R•••••••• A•••••••plan years 2023
- N••• I••••••••• A•••••••• L••plan years 2023
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
33 readings
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 Oct 26, 2025 | 11,855 | $993M | $861M | 97.8% | $1.0B | n/a | $1.0B | n/a |
| 2023 to Oct 27, 2024 | 12,894 | $886M | $807M | 111.7% | $985M | n/a | $985M | n/a |
| 2022 to Oct 29, 2023 | 7,770 | $926M | $776M | 121.8% | $880M | n/a | $880M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••• F•••••••• Management codes 17 27 31 50 $666,984 PY2024
- Cbiz Retirement P••• Services codes 13 15 $256,016 PY2024
- U• B••• Na codes 21 50 $255,240 PY2024
- C••••• W••• codes 16 $141,562 PY2024
- W••••• T••••• W••••• codes 11 17 $69,182 PY2024
- Pension Benefit Information LLC codes 38 $39,782 PY2024
- Ernst & Young LLP codes 10 50 $23,182 PY2024
- V•• A•••••••• codes 11 50 $10,979 PY2024
- Dorsey & Whitney LLP codes 29 50 $3,181 PY2024
- HFC Master Defined Benefit Trust Sched. D M $1.0B PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- M••••• F•••••••• Management codes 17 27 31 50 $541,647 PY2023
- U• B••• Na codes 21 50 $244,110 PY2023
- Cbiz Retirement P••• Services codes 13 15 $227,260 PY2023
- C••••• W••• codes 16 $87,022 PY2023
- W••••• T••••• W••••• codes 11 17 $56,871 PY2023
- Pension Benefit Information LLC codes 38 $43,760 PY2023
- Ernst & Young LLP codes 10 50 $18,300 PY2023
- Dorsey & Whitney LLP codes 29 50 $18,125 PY2023
- V•• A•••••••• codes 11 50 $10,005 PY2023
- HFC Master Defined Benefit Trust Sched. D M $985M PY2023
- W••••• T••••• W••••• codes 11 PY2023
- M••••• F•••••••• Management codes 17 27 31 50 $515,018 PY2022
- Cbiz Retirement P••• Services codes 13 15 $310,394 PY2022
- M•••••• I••••••••• M••••••••• codes 51 $263,756 PY2022
- U• B••• codes 21 50 $230,276 PY2022
- N••• I••••••••• A•••••••• L•• codes 51 $144,429 PY2022
- PEG Management codes 51 $139,117 PY2022
- L•••• and G•••••• codes 51 $122,135 PY2022
- P••••••••• P•••••••• A••••••••• codes 51 $119,728 PY2022
- A••••••• C••• E••••• S••••• codes 51 $111,957 PY2022
- JPM Peg Global PE Inst Invst VI codes 51 $111,802 PY2022
- W••••• T••••• W••••• codes 11 17 $61,993 PY2022
- PEG US Corp Finance codes 51 $51,573 PY2022
- PEG Euro Corp Finance codes 51 $27,850 PY2022
- PEG Venture Capital codes 51 $23,629 PY2022
- Dorsey & Whitney LLP codes 29 50 $22,966 PY2022
- Ssga Daily Msci Emg Mkts Ind Ni Fun codes 51 $17,009 PY2022
- Ernst & Young LLP codes 10 50 $16,800 PY2022
- Pension Benefit Information LLC codes 38 $16,782 PY2022
- Ssga Russell 3000 codes 51 $12,658 PY2022
- Ssga Daily Msci Eafe Index Ni Fund codes 51 $10,774 PY2022
- R•••••••• Qsi Index Fund codes 51 $10,166 PY2022
- Ssga Russell 1000 Value Index codes 51 $5,382 PY2022
- V•• A•••••••• codes 11 50 $5,210 PY2022
- HFC Master Defined Benefit Trust Sched. D M $880M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
5 events
- Oct 28, 2024Funded status changedH••••• F•••• C••••••••• P•••••• P••• funded ratio 111.7% -> 97.8% (2023-10-30 to 2024-10-28)
- Oct 28, 2024Assets changedH••••• F•••• C••••••••• P•••••• P••• plan assets $886M -> $993M (+12.0%, 2023-10-30 to 2024-10-28)
- Oct 27, 2024Assets changedH••••• F•••• C••••••••• P•••••• P••• total assets $880M -> $985M (+12.0%, 2023-10-29 to 2024-10-27)
- Dec 31, 2023Consultant changedinferenceC••••• W••• appears on H••••• F•••• C••••••••• P•••••• P•••'s Schedule C as general consultant (plan year 2023 vs 2022)with C••••• W•••askebsa.dol.gov
- Oct 30, 2023Funded status changedH••••• F•••• C••••••••• P•••••• P••• funded ratio 121.8% -> 111.7% (2022-10-31 to 2023-10-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 410319970-001
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.