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.
Corporate pension
Oneoncology Cash Balance Pension Plan
Corporate pensionNashville, TN
Assets
$50.0M
Total assets, Dec 31, 2024 reported
Funded
110.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Oneoncology, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.2%
- Corporate debt instruments (other) 44.4%
- U.S. Government securities 17.7%
- Registered investment companies 9.6%
Consultants and advisers
3 firms
- Charles Schwab Trust Bank Discretionary trusteethrough Dec 31, 2024 Form 5500
- Sage Advisory Services Ltd. Co. Trusteethrough Dec 31, 2023 Form 5500
- Sentinel Benefits Group, LLC Actuarythrough Dec 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Global Retirement Partnersplan years 2023
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
22 readings
Form 5500 filings
2 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 | 123 | $35.8M | $32.3M | 110.7% | $50.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 123 | $23.3M | $21.4M | 108.9% | $36.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Global Retirement Partners, LLC codes 28 51 $51,535 PY2024
- Charles Schwab Trust Bank codes 24 50 $47,059 PY2024
- Sentinel Benefits Group, Inc. codes 11 PY2024
- Global Retirement Partners, LLC codes 28 51 $32,613 PY2023
- Sage Advisory Services codes 21 50 $29,460 PY2023
- Sentinel Benefits Group, Inc. codes 11 PY2023
What changed
2 events
- Dec 31, 2024Assets changedOneoncology Cash Balance Pension Plan total assets $36M -> $50M (+38.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedOneoncology Cash Balance Pension Plan plan assets $23M -> $36M (+53.7%, 2023-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 823416811-002
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.