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
Z••••••••• S•••••• o• P••••••••• R••••••••• P•••
Corporate pensionP•••••••••, PA
Assets
$8.0M
Total assets, Dec 31, 2024 reported
Funded
98.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Z••••••••• S•••••• o• P•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.5%
- Registered investment companies 99.5%
Consultants and advisers
3 firms
- B••• o• A•••••• Trusteethrough Dec 31, 2024 Form 5500
- V••••••• A••••••• I••• Trusteethrough Dec 31, 2022 Form 5500
- C••••• S••••• Actuarythrough Dec 31, 2022 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
30 readings
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 | 275 | $8.2M | $8.9M | 98.4% | $8.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 280 | $7.8M | $9.3M | 91.5% | $8.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 307 | $11.1M | $9.2M | 115.3% | $7.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Grant Thornton LLP codes 10 50 $67,867 PY2024
- C••••• S••••• Actuaries codes 11 50 $24,300 PY2024
- NFP Insurance Services Inc. codes 22 50 $21,899 PY2024
- V••••••• Advisor Inc. codes 15 21 27 50 64 $21,664 PY2024
- US B••• codes 15 21 50 $6,613 PY2024
- C••••• S••••• codes 11 PY2024
- Grant Thornton LLP codes 10 50 $42,630 PY2023
- V••••••• Advisor Inc. codes 15 21 27 50 64 $10,725 PY2023
- C••••• S••••• codes 11 PY2023
- Grant Thornton LLP codes 10 50 $16,930 PY2022
- V••••••• Advisor Inc. codes 15 21 27 50 64 $8,408 PY2022
- C••••• S••••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedZ••••••••• S•••••• o• P••••••••• R••••••••• P••• funded ratio 91.5% -> 98.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedZ••••••••• S•••••• o• P••••••••• R••••••••• P••• funded ratio 115.3% -> 91.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedZ••••••••• S•••••• o• P••••••••• R••••••••• P••• plan assets $11M -> $8M (-29.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231352298-001
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.