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
O•• G••• I••• R••••••••• P•••
Corporate pensionTulsa, OK
Assets
$726M
Total assets, Dec 31, 2024 reported
Funded
92.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: O•• G••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.5%
- Corporate debt instruments (other) 45.3%
- U.S. Government securities 29.4%
- I•••••••• company general account 1.5%
- Other investments 7.6%
- Preferred stock 11.2%
Consultants and advisers
3 firms
- P•••• Custodianthrough Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
- U• B••• Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on Schedule C
From Schedule C (investment management, code 28)
- J••• H•••••• L••• I•••••••• C•plan years 2024
- B•••••••• I••••••••• M••••••••• L••plan years 2022
- B••• o• A•••••• M•••••• L••••plan years 2022
- E•••• A•••• M•••••••••plan years 2022
- J••• M••••• I••••••••• M•••••••••plan years 2022
- J••• H••••••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
30 readings
Investment management fees
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 | 2,970 | $795M | $782M | 92.0% | $726M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,045 | $769M | $781M | 90.3% | $796M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,105 | $1.0B | $762M | 104.6% | $769M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- B••• o• A•••••• M•••••• L•••• codes 12 28 50 51 $1.2M PY2024
- W••••• Tower W••••• codes 50 70 $814,359 PY2024
- U• B••• codes 19 50 $172,501 PY2024
- Forvis Mazars, LLP codes 10 50 $52,650 PY2024
- J••• H•••••• codes 28 51 $34,972 PY2024
- Employee Benefits Group, LLC codes 49 50 $2,500 PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- B••• o• A•••••• M•••••• L•••• codes 12 28 50 51 $1.3M PY2023
- W••••• Tower W••••• codes 50 70 $557,762 PY2023
- U• B••• codes 19 50 $163,636 PY2023
- J••• H•••••• codes 28 51 $38,560 PY2023
- Forvis Mazars, LLP codes 10 50 $36,750 PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- B••• o• A•••••• M•••••• L•••• codes 13 28 50 51 $1.7M PY2022
- W••••• T••••• W••••• codes 50 70 $388,474 PY2022
- U• B••• codes 19 50 $171,365 PY2022
- E•••• A•••• M••••••••• codes 28 51 $118,200 PY2022
- B•••••••• Investment Management LLC codes 28 51 $108,809 PY2022
- P•••• codes 18 28 50 51 70 $64,895 PY2022
- J••• H•••••• codes 28 51 $38,560 PY2022
- Forvis, LLP codes 10 50 $17,700 PY2022
- JP M••••• Investment Management codes 28 51 $15,917 PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
6 events
- Dec 31, 2023Manager relationship endedinferenceP•••• no longer appears on O•• G••• I••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with P••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceJP M••••• Investment Management no longer appears on O•• G••• I••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with J••• M••••• I••••••••• M•••••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceE•••• A•••• M••••••••• no longer appears on O•• G••• I••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with E•••• A•••• M•••••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceB•••••••• Investment Management LLC no longer appears on O•• G••• I••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with B•••••••• I••••••••• M••••••••• L••askebsa.dol.gov
- Jan 1, 2023Funded status changedO•• G••• I••• R••••••••• P••• funded ratio 104.6% -> 90.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedO•• G••• I••• R••••••••• P••• plan assets $1.0B -> $769M (-24.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 463561936-001
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.