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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Corporate pension
F••••••• G•••• P•••••• P•••
Corporate pensionValhalla, NY
Assets
$66.5M
Total assets, Dec 31, 2024 reported
Funded
91.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: F••••••• I•••••• C••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Other investments 88.9%
- Pooled separate accounts 11.1%
Consultants and advisers
6 firms
- K•• G•••• L•• Actuarythrough Dec 31, 2024 Form 5500
- P••••••••• R••••••••• • A•••••• I•• Actuarythrough Dec 31, 2023 Form 5500
- E•••••• C•••••• M••••••••• L•• Actuarythrough Dec 31, 2023 Form 5500
- E•••••• Actuarythrough Dec 31, 2022 Form 5500
- A•• C••••••••• ••• Actuarythrough Dec 31, 2022 Form 5500
- K• G•••• L•• Actuarythrough 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
- P••••••••• R••••••••• • A•••••• I••3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- G••••• P•••••••• S••••••••• I•••plan years 2022
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 | P••••••••• S•••••••••separate account | P••••••••• R••••••••• • A•••••• I•• | Cash | $7.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••••••••• S•••••••••separate account | P••••••••• R••••••••• • A•••••• I•• | Cash | $7.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••••••••• S•••••••••separate account | P••••••••• R••••••••• • A•••••• I•• | Cash | $7.6M 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 | 433 | $69.2M | $59.2M | 91.5% | $66.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 555 | $71.8M | $64.0M | 94.5% | $70.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 566 | $93.2M | $65.7M | 108.7% | $75.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- E•••••• A•••••• Insurance Company codes 13 $178,627 PY2024
- K•• G•••• L•• codes 11 $20,767 PY2024
- Citrin Cooperman & Company LLP codes 10 $15,000 PY2024
- P••••••••• S••••••••• Sched. D P $7.4M PY2024
- E•••••• codes 11 PY2024
- E•••••• A•••••• Insurance Company codes 13 $130,537 PY2023
- Gettry Marcus CPA P C codes 10 $29,400 PY2023
- P••••••••• Retirement Insurance &co codes 11 $28,000 PY2023
- E•••••• C•••••• M••••••••• L•• codes 11 $22,551 PY2023
- K• G•••• L•• codes 11 $16,594 PY2023
- P••••••••• S••••••••• Sched. D P $7.7M PY2023
- E•••••• codes 11 PY2023
- P••••••••• Retirement Insurance and codes 13 $139,586 PY2022
- AON C••••••••• Inc Nj codes 11 $68,000 PY2022
- K• G•••• L•• codes 11 $34,306 PY2022
- Gettry Marcus CPA P C codes 10 $28,000 PY2022
- Global P•••••••• S•••••••••, Inc codes 28 $21,501 PY2022
- Jpmorgan Chase Bank, Na codes 99 $14,938 PY2022
- P••••••••• S••••••••• Sched. D P $7.6M PY2022
- E•••••• codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedF••••••• G•••• P•••••• P••• funded ratio 94.5% -> 91.5% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceGlobal P•••••••• S•••••••••, Inc no longer appears on F••••••• G•••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with G••••• P•••••••• S••••••••• I•••askebsa.dol.gov
- Jan 1, 2023Funded status changedF••••••• G•••• P•••••• P••• funded ratio 108.7% -> 94.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedF••••••• G•••• P•••••• P••• plan assets $93M -> $72M (-23.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 113757475-001
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.