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
U••••••••• H••••• C•••••• I••••••• P•••••• P•••
Corporate pensionPeoria, IL
Assets
$217M
Total assets, Nov 30, 2022 reported
Funded
n/a
not filed
Private markets target
n/a
policy Nov 30, 2022
Commitments
0
none on the tape
Plan sponsor: M•••••••• H••••• S••••••• C•••••••••
Allocation policy
Form 5500, as of Nov 30, 2022
Actual allocation lines without a target (as filed)
- Interest-bearing cash 8.5%
- Other investments 20.8%
- Registered investment companies 70.6%
Consultants and advisers
2 firms
- S•• I••••••••• C•••••• Trusteethrough Nov 30, 2022 Form 5500
- F•• M••• T•••• C• Actuarythrough Nov 30, 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
14 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Nov 30, 2022 | 2,999 | n/a | n/a | n/a | $217M | n/a | n/a | n/a |
| 2024 to Nov 30, 2021 | 3,126 | n/a | n/a | n/a | $264M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SEI Private Trust Company codes 21 27 50 $816,215 PY2025
- F•• M••• T•••• C• codes 11 14 50 $471,666 PY2025
- SEI Private Trust Company codes 21 27 50 $951,420 PY2024
- F•• M••• T•••• C• codes 11 14 50 $231,900 PY2024
What changed
1 events
- Nov 30, 2022Assets changedU••••••••• H••••• C•••••• I••••••• P•••••• P••• total assets $264M -> $217M (-18.1%, 2021-11-30 to 2022-11-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 371111135-006
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.