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

S••••• F•••• C••• P•••••• P••••

Corporate pensionMarion, NYcomponent of a larger system
Assets
$323M
Plan assets, Mar 31, 2026 reported
Funded
n/a
not filed
Private markets target
3.0%
policy Mar 31, 2026
Commitments
0
none on the tape
Allocation policy
10-K XBRL, as of Mar 31, 2026
Asset class (as printed)BucketTargetRangeActualGapBasis
CashCash1.0%1.0%+0.0reported sec.gov
Debt SecurityFixed income63.0%64.0%+1.0reported sec.gov
Fixed Income InvestmentFixed income62.0%reported sec.gov
Diversified Mix Of Returnseeking InvestmentsHedge / diversifiers38.0%reported sec.gov
OtherOther2.0%2.0%+0.0reported sec.gov
Equity SecuritiesPublic equity31.0%31.0%+0.0reported sec.gov
Real EstateReal estate3.0%2.0%-1.0reported sec.gov
Consultants and advisers
No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
16 readings
Plan assets
$323M Mar 31, 2026 reported 10-K XBRL
$293M (2025-03) · $289M (2024-03)
Benefit obligation
$215M Mar 31, 2026 reported 10-K XBRL
$217M (2025-03) · $237M (2024-03)
Funded status (10-K)
$108M Mar 31, 2026 reported 10-K XBRL
$75.7M (2025-03)
Discount rate
5.93% Mar 31, 2026 reported 10-K XBRL
5.63% (2025-03) · 5.31% (2024-03)
Expected return
6.95% Mar 31, 2026 reported 10-K XBRL
6.55% (2025-03) · 6.15% (2024-03)
What changed
1 events
  • Mar 31, 2026Assets changed
    S••••• F•••• C••• P•••••• P•••• plan assets $293M -> $323M (+10.2%, 2025-03-31 to 2026-03-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: CIK 88948
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.