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•••••• U•••••••• D•••••• B•••••• P•••••• P•••
Corporate pensionLitchfield, AZ
Assets
$405M
Total assets, Dec 31, 2024 reported
Funded
100.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: L•••••• U•••••••• C••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Insurance company general account 1.0%
- Master trust investment accounts 99.0%
Consultants and advisers
6 firms
- C••• I••••••••• A••••••• S••••••• Investment adviser (plan)through Dec 31, 2024 Form 5500
- C••• I•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- J••• H•••••• M••••• L••• I•••••• Custodianthrough Dec 31, 2022 Form 5500
- C••• Actuarythrough Dec 31, 2022 Form 5500
- C••• R•• Actuarythrough Dec 31, 2022 Form 5500
- B•••••• T•••• C•••••• Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- R••••••••• P•••••••plan years 2024
- R•••••••••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
33 readings
Investment management fees
$410,126 (2023-12) · $434,755 (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 | 1,928 | $383M | $389M | 100.7% | $405M | n/a | $401M | n/a |
| 2023 to Dec 31, 2023 | 1,977 | $352M | $386M | 100.3% | $393M | n/a | $389M | n/a |
| 2022 to Dec 31, 2022 | 1,905 | $451M | $389M | 110.6% | $360M | n/a | $356M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- C••• codes 11 13 17 50 $494,930 PY2024
- C••• I••••••••• A••••••• S••••••• codes 27 50 $163,285 PY2024
- B•••••• T•••• C•••••• codes 21 50 $159,626 PY2024
- R••••••••• P•••••••, LLC codes 51 68 71 $103,397 PY2024
- C••••••• codes 51 68 71 $75,132 PY2024
- J••• H•••••• codes 19 22 $16,963 PY2024
- Master Trust for L•••••• U•••••••• Sched. D M $401M PY2024
- C••• codes 11 PY2024
- C••• codes 11 13 17 50 $459,680 PY2023
- C••• I••••••••• A••••••• S••••••• codes 27 50 $231,195 PY2023
- B•••••• T•••• C•••••• codes 21 50 $147,223 PY2023
- R••••••••• P•••••••, LLC codes 51 68 71 $102,442 PY2023
- C••••••• codes 51 68 71 $66,691 PY2023
- J••• H•••••• codes 19 22 $16,079 PY2023
- Master Trust for L•••••• U•••••••• Sched. D M $389M PY2023
- C••• codes 11 PY2023
- C••• codes 11 17 50 $452,677 PY2022
- B•••••• T•••• C•••••• codes 21 50 $152,903 PY2022
- R••••••••• P•••••••, LLC codes 51 68 71 $120,460 PY2022
- C••• I••••••••• A••••••• S••••••• codes 27 50 $83,307 PY2022
- C••••••• codes 51 68 71 $68,185 PY2022
- J••• H•••••• codes 19 22 $18,912 PY2022
- Master Trust for L•••••• U•••••••• Sched. D M $356M PY2022
- C••• codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedL•••••• U•••••••• D•••••• B•••••• P•••••• P••• funded ratio 110.6% -> 100.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedL•••••• U•••••••• D•••••• B•••••• P•••••• P••• p••• assets $451M -> $352M (-22.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 274444001-007
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.