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
T•• D•••••••• M•••••• I•• a•• L•••• 6•• V••••••• A•••••• P•••
Corporate pensionChesterfield, MO
Assets
$10.7M
Total assets, Dec 31, 2024 reported
Funded
129.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
1 managers on Schedule C
Plan sponsor: B•••• o• T••••••• o• t•• D•••••••• L•••• 6•• V••••••• A•••••• P•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.2%
- Non-interest-bearing cash 0.6%
- Other investments 0.1%
- Registered investment companies 92.9%
- R••• estate (other than employer real property) 5.4%
Consultants and advisers
2 firms
- S•••• M•••• A••••••• Investment adviser (plan)through 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
1 managers on the commitment tape
From the plan’s own commitment disclosures
- I••••••••• R••• E••••• C••••2 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- I••••••••• R••• E••••• C•••••plan years 2024
Commitments
2 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, 2023 | U• R••• E••••• I••••••••• F••• L••collective trust | I••••••••• R••• E••••• C•••• | Real estate | $417,243 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | U• R••• E••••• I••••••••• F••• L••collective trust | I••••••••• R••• E••••• C•••• | Real estate | $505,873 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$93,779 (2023-12) · $25,293 (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 | 1,707 | $8.5M | $6.5M | 129.6% | $10.7M | $0 | n/a | $578,031 |
| 2023 to Dec 31, 2023 | 1,642 | $6.1M | $4.5M | 136.8% | $8.6M | $56 | n/a | $555,315 |
| 2022 to Dec 31, 2022 | 1,564 | $5.3M | $3.9M | 137.5% | $6.3M | $1,627 | n/a | $624,863 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Epic Advisors, Inc. codes 13 $99,240 PY2024
- Reinhart Borner van Deuren S.C. codes 29 $37,803 PY2024
- The S•••• Company (midwest), Inc. codes 11 $35,735 PY2024
- S•••• M•••• A••••••• codes 27 $23,333 PY2024
- S•••• Select Insurance codes 23 $18,000 PY2024
- Rubinbrown, LLP codes 10 $14,300 PY2024
- ST. Louis Presort, Inc. codes $11,831 PY2024
- Hammond and Shinners, P.C. codes 29 $7,601 PY2024
- I••••••••• R••• E••••• C••••• codes 51 $5,541 PY2024
- S•••• codes 11 PY2024
- Epic Advisors, Inc. codes 13 $94,483 PY2023
- The S•••• Company (midwest), Inc. codes 11 $66,506 PY2023
- Reinhart Borner van Deuren S.C. codes 29 $29,037 PY2023
- S•••• M•••• A••••••• codes 27 $15,000 PY2023
- Rubinbrown, LLP codes 10 $12,500 PY2023
- S•••• Select Insurance codes 23 $12,272 PY2023
- Hammond and Shinners, P.C. codes 29 $8,364 PY2023
- U• R••• E••••• I••••••••• F••• L•• Sched. D C $417,243 PY2023
- S•••• codes 11 PY2023
- Epic Advisors, Inc. codes 13 $133,458 PY2022
- Reinhart Borner van Deuren S.C. codes 29 $65,081 PY2022
- The S•••• Company (midwest), Inc. codes 11 $45,764 PY2022
- S•••• M•••• A••••••• codes 27 $20,000 PY2022
- Rubinbrown, LLP codes 10 $12,800 PY2022
- S•••• Select Insurance codes 23 $9,099 PY2022
- Hammond and Shinners, P.C. codes 29 $8,551 PY2022
- U• R••• E••••• I••••••••• F••• L•• Sched. D C $505,873 PY2022
- S•••• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedT•• D•••••••• M•••••• I•• a•• L•••• 6•• V••••••• A•••••• P••• total assets $9M -> $11M (+23.7%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedT•• D•••••••• M•••••• I•• a•• L•••• 6•• V••••••• A•••••• P••• funded ratio 136.8% -> 129.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedT•• D•••••••• M•••••• I•• a•• L•••• 6•• V••••••• A•••••• P••• plan assets $6M -> $8M (+37.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedT•• D•••••••• M•••••• I•• a•• L•••• 6•• V••••••• A•••••• P••• total assets $6M -> $9M (+36.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedT•• D•••••••• M•••••• I•• a•• L•••• 6•• V••••••• A•••••• P••• plan assets $5M -> $6M (+15.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 872735209-001
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.