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•••••••• T•••• P•••••• P•••
Corporate pensionMinneapolis, MN
Assets
$35.3M
Total assets, Dec 31, 2024 reported
Funded
80.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
1 managers on Schedule C
Plan sponsor: M•••••••• T••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.1%
- Corporate debt instruments (other) 47.8%
- U.S. Government securities 23.8%
- I•••••••• company general account 2.8%
- Pooled separate accounts 2.2%
- Registered investment companies 21.3%
Consultants and advisers
5 firms
- G•••••••• F•••••••• A••••••• Investment adviser (plan)through Dec 31, 2024 Form 5500
- G•••••••• B•••••• S•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- A•••• L••• I•••••••• C•••••• Trusteethrough Dec 31, 2022 Form 5500
- G•••••••• F•••••••• A••••••• Actuarythrough Dec 31, 2022 Form 5500
- A••••• F•••••••• Trusteethrough Dec 31, 2022 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
- A•••• L••• I•••••••• C••••••3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- A••••••• C•••••• G•••• I•plan years 2024
Commitments
3 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 | S••••••• A•••••• 1••separate account | A•••• L••• I•••••••• C•••••• | Pooled vehicles | $785,350 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | S••••••• A•••••• 1••separate account | A•••• L••• I•••••••• C•••••• | Pooled vehicles | $717,579 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S••••••• A•••••• 1••separate account | A•••• L••• I•••••••• C•••••• | Pooled vehicles | $381,975 held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
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 | 231 | $38.0M | $45.8M | 80.0% | $35.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 298 | $49.1M | $58.1M | 80.0% | $38.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 303 | $59.6M | $53.3M | 97.8% | $49.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- A••••••• Capital Group codes 28 $67,845 PY2024
- G•••••••• B•••••• S•••••••• I••• codes 11 28 $44,322 PY2024
- A••••• F•••••••• codes 21 $30,858 PY2024
- A•••• L••• I•••••••• C•••••• codes 21 $22,588 PY2024
- Cliftonlarsonallen LLP codes 10 $21,000 PY2024
- RSM US LLP codes 10 $21,000 PY2024
- G•••••••• F•••••••• A•••••••, LLC codes 27 $17,180 PY2024
- Disburse Pymt Acct Sep 174 Sched. D P $785,350 PY2024
- G•••••••• B•••••• Services Inc. codes 11 PY2024
- G•••••••• B•••••• S•••••••• I••• codes 11 28 $202,380 PY2023
- A••••• F•••••••• codes 21 $87,046 PY2023
- A•••• L••• I•••••••• C•••••• codes 21 $30,055 PY2023
- Penchecks codes 55 99 $2,410 PY2023
- Disburse Pymt Acct Sep 174 Sched. D P $717,579 PY2023
- G•••••••• B•••••• Services Inc. codes 11 PY2023
- G•••••••• B•••••• S•••••••• I••• codes 11 28 $63,385 PY2022
- A••••• F•••••••• codes 21 $44,406 PY2022
- RSM US LLP codes 10 $37,486 PY2022
- A•••• L••• I•••••••• C•••••• codes 21 $23,313 PY2022
- Disburse Pymt Acct Sep 174 Sched. D P $381,975 PY2022
- G•••••••• B•••••• Services Inc. codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship startedA••••••• Capital Group appears on M•••••••• T•••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with A••••••• C•••••• G•••• I•askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceG•••••••• F•••••••• A•••••••, LLC appears on M•••••••• T•••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with G•••••••• F•••••••• A•••••••askebsa.dol.gov
- Jan 1, 2024Assets changedM•••••••• T•••• P•••••• P••• plan assets $49M -> $38M (-22.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedM•••••••• T•••• P•••••• P••• total assets $49M -> $38M (-22.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedM•••••••• T•••• P•••••• P••• funded ratio 97.8% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedM•••••••• T•••• P•••••• P••• plan assets $60M -> $49M (-17.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 411519609-002
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.