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
D•••••• I••••••••• R••••••••• I••••• P••• f•• U•••• E••••••••
Corporate pensionIrving, TX
Assets
n/a
Total assets, Sep 15, 2025 reported
Funded
101.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
8
none on the tape
Plan sponsor: D•••••• I••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 100.0%
Consultants and advisers
1 firms
- P•••••••• F•••••••• G•••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- P••••••••8 rows, latest Dec 31, 2024
Commitments
8 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 | P••• L•• L••• D••••••• S•••separate account | P•••••••• | Fixed income | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P••• L•• S•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P••• L•• I•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L•• L••• D••••••• S•••separate account | P•••••••• | Fixed income | $7.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L•• S•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L•• I•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L•• L••• D••••••• S•••separate account | P•••••••• | Fixed income | $5.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P•••••••• D•• R••• A•••• S•••separate account | P•••••••• | Real assets | $808,772 held | Disclosed holding | askebsa.dol.gov |
Size and funding
38 readings
Total assets
$12.7M (2024-12) · $13.7M (2023-12) · $13.3M (2022-12)
Contributions
$40,500 (2024-12) · $76,450 (2023-12) · $83,318 (2022-12)
Benefits paid
$712,543 (2024-12) · $762,487 (2023-12) · $732,497 (2022-12)
Net investment income
$-982,986 (2024-12) · $370,721 (2023-12) · $-4.5M (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Sep 15, 2025 | 144 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 316 | $13.7M | $12.9M | 101.6% | $12.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 322 | $13.3M | $13.2M | 87.4% | $13.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 337 | $17.8M | $13.4M | 99.8% | $13.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••••• Life Insurance Company codes 13 50 64 $97,536 PY2025
- P••• Liquid Assets Sep A••••• Sched. D P PY2025
- P••• L•• L••• D••••••• S••• Sched. D P PY2025
- P••• L•• S•••• D•• S•• A••••• Sched. D P PY2025
- P••• L•• I•••• D•• S•• A••••• Sched. D P PY2025
- P•••••••• Life Insurance Company codes 13 50 64 $117,160 PY2024
- P••• L•• L••• D••••••• S••• Sched. D P $6.9M PY2024
- P••• L•• S•••• D•• S•• A••••• Sched. D P $2.6M PY2024
- P••• L•• I•••• D•• S•• A••••• Sched. D P $3.2M PY2024
- P•••••••• F•••••••• G•••• codes 11 PY2024
- P•••••••• Life Insurance Company codes 13 50 64 $88,210 PY2023
- Ausdal Financial Partners Inc codes 49 99 PY2023
- P••• L•• L••• D••••••• S••• Sched. D P $7.6M PY2023
- P•••••••• D•• R••• A•••• S••• Sched. D P PY2023
- P••• L•• S•••• D•• S•• A••••• Sched. D P $2.7M PY2023
- P••• L•• I•••• D•• S•• A••••• Sched. D P $3.4M PY2023
- P•••••••• F•••••••• G•••• codes 11 PY2023
- P•••••••• Life Insurance Company codes 13 50 64 $50,298 PY2022
- Ausdal Financial Partners Inc codes 49 99 PY2022
- P••• Ldi L••• D••••••• Sa-R6 Sched. D P $5.2M PY2022
- P•••••••• Div R••• Asset Sa-R6 Sched. D P $808,772 PY2022
- P•••••••• F•••••••• G•••• codes 11 PY2022
What changed
7 events
- Sep 15, 2025Assets changedD•••••• I••••••••• R••••••••• I••••• P••• f•• U•••• E•••••••• total assets $13M -> $0 (-100.0%, 2024-12-31 to 2025-09-15)
- Jan 1, 2024Funded status changedD•••••• I••••••••• R••••••••• I••••• P••• f•• U•••• E•••••••• funded ratio 87.4% -> 101.6% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceD•••••• I••••••••• R••••••••• I••••• P••• f•• U•••• E•••••••• no longer reports P•••••••• D•• R••• A•••• S••• (P••••••••) (last held $808,772 at 2022-12-31; absent from the 2023-12-31 filing)with P••••••••askebsa.dol.gov
- Dec 31, 2023Holding startedD•••••• I••••••••• R••••••••• I••••• P••• f•• U•••• E•••••••• first reports an interest in P••• L•• S•••• D•• S•• A••••• (P••••••••): $3M at 2023-12-31with P••••••••askebsa.dol.gov
- Dec 31, 2023Holding startedD•••••• I••••••••• R••••••••• I••••• P••• f•• U•••• E•••••••• first reports an interest in P••• L•• I•••• D•• S•• A••••• (P••••••••): $3M at 2023-12-31with P••••••••askebsa.dol.gov
- Jan 1, 2023Funded status changedD•••••• I••••••••• R••••••••• I••••• P••• f•• U•••• E•••••••• funded ratio 99.8% -> 87.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedD•••••• I••••••••• R••••••••• I••••• P••• f•• U•••• E•••••••• plan assets $18M -> $13M (-25.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 362495346-031
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.