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
G•••••• a•• H••••• P•••••• P•••
Corporate pensionChicago, IL
Assets
$147,945
Total assets, Dec 31, 2024 reported
Funded
92.1%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: G•••••• a•• H•••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 100.0%
Consultants and advisers
1 firms
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- C••••••••• P•••••••• L••plan years 2024
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
27 readings
Investment management fees
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 | 522 | n/a | n/a | n/a | $147,945 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 527 | $23.8M | $25.5M | 92.1% | $22.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 538 | $32.6M | $24.4M | 116.8% | $23.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer (US) LLC codes 15 $664,922 PY2024
- W••••• T••••• W••••• U• L•• codes 11 50 $118,964 PY2024
- RSM US LLP codes 10 50 $51,375 PY2024
- CAP Financial Partners LLC codes 28 50 $31,921 PY2024
- Littler Mendelson PC codes 29 50 $28,704 PY2024
- Mercer (US) LLC codes 15 $320,467 PY2023
- Littler Mendelson PC codes 29 $41,495 PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
4 events
- Dec 31, 2024Manager relationship startedCAP Financial Partners LLC appears on G•••••• a•• H••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with C••••••••• P•••••••• L••askebsa.dol.gov
- Dec 31, 2024Assets changedG•••••• a•• H••••• P•••••• P••• total assets $22M -> $147,945 (-99.3%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedG•••••• a•• H••••• P•••••• P••• funded ratio 116.8% -> 92.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedG•••••• a•• H••••• P•••••• P••• plan assets $33M -> $24M (-26.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 361164980-001
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.