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
M•••••• F•••••• S•••••• • L••• A••••••••• P•••••• T••••
Corporate pensionM••••••, NY
Assets
$14.5M
Total assets, Sep 30, 2025 reported
Funded
107.5%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: M•••••• F•••••• S•••••• • L••• A•••••••••
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.8%
- Non-interest-bearing cash 3.3%
- U.S. Government securities 66.8%
- Common stock 21.6%
Consultants and advisers
4 firms
- B•••••••• F•••••• Investment adviser (plan)through Sep 30, 2023 Form 5500
- B••• o• A•••••• Actuarythrough Sep 30, 2024 Form 5500
- T•• R••••••••• A••••••••• I••• Actuarythrough Sep 30, 2023 Form 5500
- T•• B•••••• P••••••• Actuarythrough Sep 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- B••••••• S•••••••plan years 2023
- J••••• M••••••••• S•••• L••plan years 2023
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
31 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 Sep 30, 2025 | 210 | $13.7M | $12.2M | 107.5% | $14.5M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 218 | $12.1M | $12.1M | 95.8% | $13.7M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 188 | $12.4M | $12.2M | 98.4% | $12.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- B••••••• S••••••• codes 28 $71,107 PY2024
- T•• B•••••• P••••••• codes 11 $67,000 PY2024
- B•••••••• F•••••• codes 27 $32,663 PY2024
- J••••• M••••••••• S•••• codes 28 $30,699 PY2024
- T•• B•••••• P••••••• codes 11 PY2024
- B••••••• S••••••• codes 28 $67,837 PY2023
- B•••••••• F•••••• codes 27 $32,025 PY2023
- J••••• M••••••••• S•••• codes 28 $30,394 PY2023
- T•• B•••••• P••••••• codes 11 $30,000 PY2023
- T•• B•••••• P••••••• codes 11 PY2023
- B••••••• S••••••• codes 28 $67,757 PY2022
- B•••••••• F•••••• codes 27 $30,115 PY2022
- The Retirement A••••••••, Inc codes 11 $28,230 PY2022
- J••••• M••••••••• S•••• codes 28 $26,810 PY2022
- T•• B•••••• P••••••• codes 11 PY2022
What changed
4 events
- Oct 1, 2024Funded status changedM•••••• F•••••• S•••••• • L••• A••••••••• P•••••• T•••• funded ratio 95.8% -> 107.5% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedM•••••• F•••••• S•••••• • L••• A••••••••• P•••••• T•••• plan assets $12M -> $14M (+13.3%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedM•••••• F•••••• S•••••• • L••• A••••••••• P•••••• T•••• total assets $12M -> $14M (+13.5%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Funded status changedM•••••• F•••••• S•••••• • L••• A••••••••• P•••••• T•••• funded ratio 98.4% -> 95.8% (2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 111553555-001
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.