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
P•••••• P••• f•• E•••••••• o• B•••••••• M•••• I••
Corporate pensionNashville, TN
Assets
$203M
Total assets, Dec 31, 2024 reported
Funded
119.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
7
1 managers on Schedule C
Plan sponsor: B•••••••• M••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.5%
- U.S. Government securities 17.9%
- Partnership/joint venture interests 22.7%
- Common/collective trusts 42.1%
- Registered investment companies 16.5%
Consultants and advisers
2 firms
- P•••••••• T•••• C•• Custodianthrough Dec 31, 2022 Form 5500
- U•• C••••••••• G•••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- L•••• a•• G••••••2 rows, latest Dec 31, 2024
- S•••• S••••• • R•••••• 2•••2 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- L•••• • G•••••• I•• M••• A••••••plan years 2024
- C••• H••••••• R••••• P•••••••plan years 2022
- S•••• S••••• G••••• A•••••••plan years 2022
Commitments
7 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 Dec 31, 2024 | I•• I••••••••• C••••••••• I•••••••collective trust | SEI Trust Company | Pooled vehicles | $7.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | U• C••••• C••collective trust | L•••• a•• G•••••• | Private credit | $46.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | L•••• • G•••••• L••• D••••••• U•••collective trust | L•••• a•• G•••••• | Fixed income | $31.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | I•• I••••••••• C••••••••• I•••••••collective trust | SEI Trust Company | Pooled vehicles | $8.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | S••• L••• U• G•• C••••• B••• I••••collective trust | S•••• S••••• • R•••••• 2••• | Private credit | $99.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | I•• I••••••••• C••••••••• I•••••••collective trust | SEI Trust Company | Pooled vehicles | $12.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S••• L••• U• G•• C••••• B••• I••••collective trust | S•••• S••••• • R•••••• 2••• | Private credit | $61.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$48,852 (2023-12) · $34,727 (2022-12)
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 | 899 | $201M | $148M | 119.6% | $203M | $46.1M | n/a | n/a |
| 2023 to Dec 31, 2023 | 980 | $192M | $150M | 119.1% | $201M | $48.0M | n/a | n/a |
| 2022 to Dec 31, 2022 | 993 | $249M | $141M | 137.8% | $192M | $52.7M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- L•••• & Gen Inv M••• A•••••• Inc codes 28 $359,589 PY2024
- P•••••••• Trust Company codes 15 19 21 38 50 $160,817 PY2024
- C••• H••••••• R••••• P••••••• codes 28 $42,356 PY2024
- USI C••••••••• codes 11 $26,500 PY2024
- S•••• S••••• G••••• A••••••• codes 28 $6,558 PY2024
- P•••••••• Trust Company codes 62 PY2024
- P•••••••• Trust Company codes 59 63 PY2024
- L•••• & G•••••• U• C••••• C•• Fund Sched. D C $46.7M PY2024
- I•• I••••••••• C••••••••• I••••••• Sched. D C $7.4M PY2024
- L•••• & G•••••• Ld US Crd Cit Fund Sched. D C $31.3M PY2024
- U•• C••••••••• G•••• codes 11 PY2024
- P•••••••• Trust Company codes 15 19 21 38 50 $193,059 PY2023
- USI C••••••••• codes 11 $49,014 PY2023
- C••• H••••••• R••••• P••••••• codes 28 $24,975 PY2023
- S•••• S••••• G••••• A••••••• codes 28 $23,877 PY2023
- P•••••••• Trust Company codes 62 PY2023
- P•••••••• Trust Company codes 59 63 PY2023
- I•• I••••••••• C••••••••• I••••••• Sched. D C $8.6M PY2023
- S••• L••• U• G•• C••••• B••• I•••• Sched. D C $99.9M PY2023
- U•• C••••••••• G•••• codes 11 PY2023
- P•••••••• Trust Company codes 15 19 21 38 50 $162,001 PY2022
- S•••• S••••• G••••• A••••••• codes 28 $22,984 PY2022
- C••• H••••••• R••••• P••••••• codes 28 $22,572 PY2022
- USI C••••••••• codes 11 $18,310 PY2022
- P•••••••• Trust Company codes 62 PY2022
- P•••••••• Trust Company codes 59 63 PY2022
- I•• I••••••••• C••••••••• I••••••• Sched. D C $12.2M PY2022
- S••• L••• U• G•• C••••• B••• I•••• Sched. D C $61.1M PY2022
- U•• C••••••••• G•••• codes 11 PY2022
What changed
6 events
- Dec 31, 2024Holding endedinferenceP•••••• P••• f•• E•••••••• o• B•••••••• M•••• I•• no longer reports S••• L••• U• G•• C••••• B••• I•••• (S•••• S••••• • R•••••• 2•••) (last held $100M at 2023-12-31; absent from the 2024-12-31 filing)with S•••• S••••• • R•••••• 2•••askebsa.dol.gov
- Dec 31, 2024Holding startedP•••••• P••• f•• E•••••••• o• B•••••••• M•••• I•• first reports an interest in U• C••••• C•• (L•••• a•• G••••••): $47M at 2024-12-31with L•••• a•• G••••••askebsa.dol.gov
- Dec 31, 2024Holding startedP•••••• P••• f•• E•••••••• o• B•••••••• M•••• I•• first reports an interest in L•••• • G•••••• L••• D••••••• U••• (L•••• a•• G••••••): $31M at 2024-12-31with L•••• a•• G••••••askebsa.dol.gov
- Dec 31, 2024Manager relationship startedL•••• & Gen Inv M••• A•••••• Inc appears on P•••••• P••• f•• E•••••••• o• B•••••••• M•••• I••'s Schedule C as investment manager (plan year 2024 vs 2023)with L•••• • G•••••• I•• M••• A••••••askebsa.dol.gov
- Jan 1, 2023Funded status changedP•••••• P••• f•• E•••••••• o• B•••••••• M•••• I•• funded ratio 137.8% -> 119.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP•••••• P••• f•• E•••••••• o• B•••••••• M•••• I•• plan assets $249M -> $192M (-22.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 130524209-001
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.