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
G••••• T••••••• • P•••••• C••••••••• P•••••• P•••
Corporate pensionTowanda, PA
Assets
n/a
Total assets, Feb 13, 2025 reported
Funded
80.0%
Mar 1, 2023
Private markets target
n/a
policy Feb 29, 2024
Commitments
3
none on the tape
Plan sponsor: G••••• T••••••• • P•••••• L••
Allocation policy
Form 5500, as of Feb 29, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 9.5%
- Pooled separate accounts 16.0%
- Registered investment companies 74.2%
Consultants and advisers
1 firms
- W••••• T••••• W••••• U• L•• Actuarythrough Feb 28, 2023 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
- P••••••••2 rows, latest Feb 29, 2024
- S•••• S••••• G••••• A••••••• T••••1 rows, latest Feb 29, 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 Feb 29, 2024 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $11.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 29, 2024 | S••• U• I•• G••••• I•• N• F• C•collective trust | S•••• S••••• G••••• A••••••• T•••• | Pooled vehicles | $6.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 28, 2023 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $49.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
26 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 Feb 13, 2025 | 820 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2023 to Feb 29, 2024 | 823 | $74.8M | $98.1M | 80.0% | $68.5M | n/a | n/a | n/a |
| 2022 to Feb 28, 2023 | 823 | $81.6M | $96.1M | 86.1% | $74.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••••• Life Insurance Company codes 13 50 64 $152,703 PY2024
- P••• L••••• A••••• S•• A••••• Sched. D P PY2024
- S••• U• I•• G••••• I•• N• F• C• Sched. D C PY2024
- P•••••••• Life Insurance Company codes 13 50 64 $108,940 PY2023
- P••• L••••• A••••• S•• A••••• Sched. D P $11.0M PY2023
- S••• U• I•• G••••• I•• N• F• C• Sched. D C $6.5M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- P•••••••• Life Insurance Company codes 13 50 64 $1,584 PY2022
- P••• Midcap S&p 400 Idx Sa-I5 Sched. D P PY2022
- P••• L••••• Assets Sep Acct-R6 Sched. D P $49.9M PY2022
- P••• Smcap S&p 600 Index Sa-I5 Sched. D P PY2022
- P••• Global Multi-Str Sa-I3 Sched. D P PY2022
- P••• High Income Sep Acct-I2 Sched. D P PY2022
- P••• Intl Equity Index Sa-I3 Sched. D P PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
3 events
- Feb 13, 2025Assets changedG••••• T••••••• • P•••••• C••••••••• P•••••• P••• total assets $68M -> $0 (-100.0%, 2024-02-29 to 2025-02-13)
- Feb 29, 2024Holding startedG••••• T••••••• • P•••••• C••••••••• P•••••• P••• first reports an interest in S••• U• I•• G••••• I•• N• F• C• (S•••• S••••• G••••• A••••••• T••••): $6M at 2024-02-29with S•••• S••••• G••••• A••••••• T••••askebsa.dol.gov
- Mar 1, 2023Funded status changedG••••• T••••••• • P•••••• C••••••••• P•••••• P••• funded ratio 86.1% -> 80.0% (2022-03-01 to 2023-03-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 770720929-002
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.