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
J•••• I••••••• B•••• o• t•• E••••••••• I••••••• E••••••••• R••••••••• I••••• P•••
Corporate pensionFlushing, NY
Assets
$36.0M
Total assets, Sep 30, 2025 reported
Funded
120.3%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
6
1 managers on Schedule C
Plan sponsor: J•••• I••••••• B•••• o• t•• E••••••••• I•••••••
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 12.5%
- Non-interest-bearing cash 1.0%
- Corporate debt instruments (other) 3.4%
- U.S. Government securities 18.2%
- Other investments 0.6%
- Partnership/j•••• venture interests 6.7%
- 103-12 investment entities 7.8%
- Common/collective trusts 46.3%
Consultants and advisers
2 firms
- S•••• S••••• B••• • T•••• C•••••• Custodianthrough Sep 30, 2025 Form 5500
- M•••••••• I••• Actuarythrough Sep 30, 2023 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
- U••••• I••••••••• A•••••••3 rows, latest Sep 30, 2025
From Schedule C (investment management, code 28)
- V••••• P••••••• I••plan years 2025
- S•••• S••••• B••• • T•••• C••••••plan years 2023
Commitments
6 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 Sep 30, 2025 | U••••• I••••••••• T•• E••••• F•103 12 ie | U••••• I••••••••• A••••••• | i••••••••• | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | S••• U•••• L•••• R•••••• 3••• I••••collective trust | State S••••• Global Advisors | Pooled vehicles | $16.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | U••••• I••••••••• T•• E••••• F•103 12 ie | U••••• I••••••••• A••••••• | i••••••••• | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | S••• U•••• L•••• R•••••• 3••• I••••collective trust | State S••••• Global Advisors | Pooled vehicles | $14.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | U••••• I••••••••• T•• E••••• F•103 12 ie | U••••• I••••••••• A••••••• | i••••••••• | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | S••• U•••• L•••• R•••••• 3••• I••••collective trust | State S••••• Global Advisors | Pooled vehicles | $11.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$28,461 (2024-09) · $2,580 (2023-09)
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 | 359 | $31.3M | $26.0M | 120.3% | $36.0M | $2.4M | n/a | n/a |
| 2023 to Sep 30, 2024 | 352 | $25.9M | $21.4M | 121.4% | $31.7M | $1.7M | n/a | n/a |
| 2022 to Sep 30, 2023 | 334 | $21.7M | $18.7M | 116.2% | $26.0M | $961,970 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Alliant Insurance codes 23 50 $54,903 PY2024
- M••••••• Inc codes 11 50 $46,583 PY2024
- State S••••• B••• & Trust Co codes 19 28 50 99 $38,738 PY2024
- Seix Investments Advisors LLC codes 28 50 $8,574 PY2024
- U•••• Lab R•••••• 3••• Ind Sl Cmrn Sched. D C $16.7M PY2024
- U••••• I••••••••• T•• E••••• F• Sched. D E $2.8M PY2024
- M•••••••• I••• codes 11 PY2024
- Alliant Insurance codes 23 50 $52,226 PY2023
- M••••••• Inc codes 11 50 $35,833 PY2023
- State S••••• B••• & Trust Co codes 28 50 99 $20,590 PY2023
- U••••• I••••••••• T•• E••••• F• Sched. D E $2.6M PY2023
- U•••• Lab R•••••• 3••• Ind Sl Cmrn Sched. D C $14.2M PY2023
- M•••••••• I••• codes 11 PY2023
- State S••••• B••• & Trust Co codes 28 50 99 $219 PY2022
- U•••• Lab R•••••• 3••• Ind Sl Cmrn Sched. D C $11.2M PY2022
- Ibew-Neca Equity I•••• Fund Sched. D C PY2022
- U••••• I••••••••• T•• E••••• F• Sched. D E $2.4M PY2022
- M•••••••• I••• codes 11 PY2022
What changed
6 events
- Sep 30, 2025Assets changedJ•••• I••••••• B•••• o• t•• E••••••••• I••••••• E••••••••• R••••••••• I••••• P••• total assets $32M -> $36M (+13.7%, 2024-09-30 to 2025-09-30)
- Dec 31, 2024Manager relationship startedSeix Investments Advisors LLC appears on J•••• I••••••• B•••• o• t•• E••••••••• I••••••• E••••••••• R••••••••• I••••• P•••'s Schedule C as investment manager (p••• year 2024 vs 2023)with V••••• P••••••• I••askebsa.dol.gov
- Oct 1, 2024Assets changedJ•••• I••••••• B•••• o• t•• E••••••••• I••••••• E••••••••• R••••••••• I••••• P••• p••• assets $26M -> $31M (+20.7%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedJ•••• I••••••• B•••• o• t•• E••••••••• I••••••• E••••••••• R••••••••• I••••• P••• total assets $26M -> $32M (+21.9%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Funded status changedJ•••• I••••••• B•••• o• t•• E••••••••• I••••••• E••••••••• R••••••••• I••••• P••• funded ratio 116.2% -> 121.4% (2022-10-01 to 2023-10-01)
- Oct 1, 2023Assets changedJ•••• I••••••• B•••• o• t•• E••••••••• I••••••• E••••••••• R••••••••• I••••• P••• p••• assets $22M -> $26M (+19.4%, 2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 130891035-005
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.