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•••••••• S•••••• S•••••• o• N•• Y••• R••••••••• P•••
Corporate pensionNEW Y•••, NY
Assets
$55.3M
Total assets, Dec 31, 2024 reported
Funded
99.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: C•••••••• S•••••• S•••••• o• N•• Y•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- I•••••••• company general account 20.2%
- Pooled separate accounts 78.7%
Consultants and advisers
1 firms
- M•••••••• I••• 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)
- M••••••••• L••• I•••••••• C••••••plan years 2022
Commitments
3 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, 2024 | G•••• A•••••• C••••••• 2••separate account | M••••••••• L••• I•••••••• C•••••• | Pooled vehicles | $43.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | G•••• A•••••• C••••••• 2••separate account | M••••••••• L••• I•••••••• C•••••• | Pooled vehicles | $36.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | G•••• A•••••• C••••••• 2••separate account | M••••••••• L••• I•••••••• C•••••• | Pooled vehicles | $30.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$42,853 (2023-12) · $48,304 (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 | 398 | $49.5M | $45.4M | 99.9% | $55.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 381 | $43.4M | $43.0M | 105.5% | $49.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 380 | $50.7M | $42.1M | 107.4% | $43.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••••• I••• codes 11 28 50 $95,200 PY2024
- M••••••••• L••• I•••••••• codes 13 28 50 $93,914 PY2024
- G•••• A•••••• C••••••• 2•• Sched. D P $43.5M PY2024
- M••••••• codes 11 PY2024
- M•••••••• I••• codes 11 28 50 $205,703 PY2023
- M••••••••• L••• I•••••••• codes 13 28 50 $78,221 PY2023
- G•••• A•••••• C••••••• 2•• Sched. D P $36.0M PY2023
- M••••••• codes 11 PY2023
- M•••••••• I••• codes 11 28 50 $176,183 PY2022
- M••••••••• L••• I•••••••• codes 13 28 50 $124,140 PY2022
- G•••• A•••••• C••••••• 2•• Sched. D P $30.2M PY2022
- M••••••• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedC•••••••• S•••••• S•••••• o• N•• Y••• R••••••••• P••• total assets $50M -> $55M (+11.6%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedC•••••••• S•••••• S•••••• o• N•• Y••• R••••••••• P••• funded ratio 105.5% -> 99.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedC•••••••• S•••••• S•••••• o• N•• Y••• R••••••••• P••• plan assets $43M -> $50M (+14.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedC•••••••• S•••••• S•••••• o• N•• Y••• R••••••••• P••• total assets $43M -> $50M (+14.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedC•••••••• S•••••• S•••••• o• N•• Y••• R••••••••• P••• plan assets $51M -> $43M (-14.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135562202-001
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.