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
C••• R••••••••• D•••••• B•••••• P•••
Corporate pensionWest Hartford, CT
Assets
$9.2M
Total assets, Dec 31, 2024 reported
Funded
75.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: C••••• M••••••••• C•••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.9%
- Registered investment companies 93.3%
Consultants and advisers
2 firms
- U•• C••••••••• G•••• Pension consultantActuarythrough Dec 31, 2023 Form 5500
- U•• A•••••••• I•• Investment adviser (plan)through Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- C•••••• S••••• B•••plan years 2024
- C•••••• S••••• T••••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
$83,569 (2023-12) · $105,572 (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 | 390 | $11.3M | $16.0M | 75.2% | $9.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 487 | $14.6M | $20.5M | 77.9% | $10.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 542 | $20.7M | $22.7M | 86.2% | $14.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- U•• C••••••••• G•••• codes 15 17 21 38 50 $118,930 PY2024
- USI Advisors codes 27 50 51 59 60 63 $65,959 PY2024
- C•••••• S••••• B••• codes 13 52 73 $1,434 PY2024
- U•• C••••••••• G•••• codes 11 PY2024
- U•• C••••••••• G•••• codes 15 17 21 38 50 $166,455 PY2023
- USI Advisors codes 27 50 51 59 60 63 $83,569 PY2023
- C•••••• S••••• B••• codes 13 52 73 PY2023
- U•• C••••••••• G•••• codes 11 PY2023
- U•• C••••••••• G•••• codes 11 15 17 38 50 $105,785 PY2022
- USI Advisors codes 27 50 51 59 60 63 $105,572 PY2022
- C•••••• S••••• B••• codes 13 52 73 PY2022
- U•• C••••••••• G•••• codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedC••• R••••••••• D•••••• B•••••• P••• total assets $11M -> $9M (-13.8%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedC••• R••••••••• D•••••• B•••••• P••• funded ratio 77.9% -> 75.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedC••• R••••••••• D•••••• B•••••• P••• plan assets $15M -> $11M (-22.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedC••• R••••••••• D•••••• B•••••• P••• total assets $15M -> $11M (-26.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedC••• R••••••••• D•••••• B•••••• P••• funded ratio 86.2% -> 77.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedC••• R••••••••• D•••••• B•••••• P••• plan assets $21M -> $15M (-29.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 421589139-002
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.