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
P•••••• T••• R••••••••• P•••••• P•••
Corporate pensionRome, GA
Assets
$77.7M
Total assets, Sep 30, 2025 reported
Funded
90.1%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: P•••••• T••• L••
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- U.S. Government securities 17.6%
- Registered investment companies 81.8%
Consultants and advisers
3 firms
- S•• I••••••••• M••••••••• C• Investment adviser (plan)through Sep 30, 2023 Form 5500
- S•• I••••••••• C•••••• Trusteethrough Sep 30, 2023 Form 5500
- B••• G•••••• L•• Actuarythrough Sep 30, 2023 Form 5500
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
33 readings
Investment management fees
$307,213 (2024-09) · $371,956 (2023-09)
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 Sep 30, 2025 | 1,678 | $85.1M | $81.1M | 90.1% | $77.7M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 1,779 | $85.6M | $90.7M | 94.2% | $85.1M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 1,873 | $90.5M | $95.9M | 96.3% | $85.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S•• I••••••••• M••••••••• C•mpany codes 27 50 $335,580 PY2024
- B••• Global LLC codes 11 50 $294,069 PY2024
- Curtis, Mallet-Prevost, Colt, Mosle codes 29 50 $75,913 PY2024
- SEI Private Trust Company codes 21 50 $15,882 PY2024
- B••• G•••••• L•• codes 11 PY2024
- S•• I••••••••• M••••••••• C•mpany codes 27 $350,667 PY2023
- Bchr US Acquisitions Inc. codes 11 $314,435 PY2023
- Curtis, Mallett-Prevost, Colt & Mos codes 29 $68,059 PY2023
- SEI Private Trust Company codes 21 $16,772 PY2023
- B••• G•••••• L•• codes 11 PY2023
- Bchr US Acquisitions Inc. codes 11 $377,964 PY2022
- S•• I••••••••• M••••••••• C•mpany codes 27 $356,525 PY2022
- SEI Private Trust Company codes 21 $17,712 PY2022
- SEI Struct Credit Collective Fund Sched. D C PY2022
- B••• G•••••• L•• codes 11 PY2022
What changed
2 events
- Oct 1, 2024Funded status changedP•••••• T••• R••••••••• P•••••• P••• funded ratio 94.2% -> 90.1% (2023-10-01 to 2024-10-01)
- Oct 1, 2023Funded status changedP•••••• T••• R••••••••• P•••••• P••• funded ratio 96.3% -> 94.2% (2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 061502333-002
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.