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• C••• Z••••• I•••

Corporate pensionWhite Plains, NY
Assets
$78.8M
Total assets, Dec 31, 2024 reported
Funded
99.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
24
none on the tape
Plan sponsor: C••• Z••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Partnership/joint venture interests 0.0%
  • Common/collective trusts 100.0%
Consultants and advisers
2 firms
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
Commitments
24 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024E• T•••••••• I•••••••••collective trustB•• M•••••Pooled vehicles$778,272 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B••• M••••• D• S• S•••• I•••• F•••collective trustB•• M•••••Public equity$6.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024E• D• S•••• C•• S•••• I•••• F•••collective trustB•• M•••••Public equity$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B••••• D• S• I••• S••collective trustB•• M•••••Pooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B••••• D• S• L••• B••collective trustB•• M•••••Pooled vehicles$19.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024I•••••• U• I••••• G•••• C••• L• F•collective trustB•• M•••••Pooled vehicles$16.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B•• M••••• L••• D••••••• F•••collective trustB•• M•••••Fixed income$16.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B••••• D• S• I•• C••••• B••collective trustB•• M•••••Private credit$14.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023E• T•••••••• I•••••••••collective trustB•• M•••••Pooled vehicles$879,416 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B••• M••••• D• S• S•••• I•••• F•••collective trustB•• M•••••Public equity$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023E• D• S•••• C•• S•••• I•••• F•••collective trustB•• M•••••Public equity$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B••••• D• S• I••• S••collective trustB•• M•••••Pooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B••••• D• S• L••• B••collective trustB•• M•••••Pooled vehicles$19.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023I•••••• U• I••••• G•••• C••• L• F•collective trustB•• M•••••Pooled vehicles$15.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B•• M••••• L••• D••••••• F•••collective trustB•• M•••••Fixed income$15.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B••••• D• S• I•• C••••• B••collective trustB•• M•••••Private credit$20.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022E• T•••••••• I•••••••••collective trustB•• M•••••Pooled vehicles$920,023 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B••• M••••• D• S• S•••• I•••• F•••collective trustB•• M•••••Public equity$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022E• D• S•••• C•• S•••• I•••• F•••collective trustB•• M•••••Public equity$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B••••• D• S• I••• S••collective trustB•• M•••••Pooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B••••• D• S• L••• B••collective trustB•• M•••••Pooled vehicles$19.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022I•••••• U• I••••• G•••• C••• L• F•collective trustB•• M•••••Pooled vehicles$15.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B•• M••••• L••• D••••••• F•••collective trustB•• M•••••Fixed income$15.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B••••• D• S• I•• C••••• B••collective trustB•• M•••••Private credit$20.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
31 readings
Total assets
$78.8M Dec 31, 2024 reported Form 5500
$84.9M (2023-12) · $83.7M (2022-12)
Plan assets
$84.8M Jan 1, 2024 reported Form 5500
$83.6M (2023-01) · $120M (2022-01)
Net assets
$78.8M Dec 31, 2024 reported Form 5500
$84.9M (2023-12) · $83.7M (2022-12)
Funded ratio
99.7% Jan 1, 2024 reported Form 5500
97.4% (2023-01) · 110.8% (2022-01)
Funding target
$77.9M Jan 1, 2024 reported Form 5500
$79.5M (2023-01) · $83.2M (2022-01)
Discount rate
5.10% Jan 1, 2024 reported Form 5500
5.23% (2023-01) · 5.40% (2022-01)
Participants
829 Jan 1, 2024 reported Form 5500
849 (2023-01) · 881 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$6.6M Dec 31, 2024 reported Form 5500
$6.1M (2023-12) · $11.2M (2022-12)
Net investment income
$-6.1M Dec 31, 2024 reported Form 5500
$1.2M (2023-12) · $-36.9M (2022-12)
Investment management fees
$294,173 Dec 31, 2022 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024829$84.8M$77.9M99.7%$78.8M$11,022n/an/a
2023 to Dec 31, 2023849$83.6M$79.5M97.4%$84.9M$15,960n/an/a
2022 to Dec 31, 2022881$120M$83.2M110.8%$83.7M$20,632n/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • M••••••• codes 11 50 $275,305 PY2024
  • M••••• B•••, Na codes 19 21 50 $257,060 PY2024
  • DB Sl Sif Sched. D C $6.7M PY2024
  • DB Sl Sc Sif Sched. D C $3.5M PY2024
  • DB Sl International Sif Sched. D C $1.6M PY2024
  • E• T•••••••• I••••••••• Fund Sched. D C $778,272 PY2024
  • US I••••• G•••• Corp L••• Dur Fund Sched. D C $16.2M PY2024
  • B•• M••••• L••• D••••••• F••• Sched. D C $16.1M PY2024
  • DB Sl Int Credit Bif Sched. D C $14.3M PY2024
  • DB Sl L••• Bif Sched. D C $19.6M PY2024
  • M•••••••• I••• codes 11 PY2024
  • M••••• B•••, Na codes 19 21 50 $303,420 PY2023
  • M••••••• codes 11 50 $222,961 PY2023
  • DB Sl S•••• Cap Sif Sched. D C $3.9M PY2023
  • E• T•••••••• I••••••••• Fund Sched. D C $879,416 PY2023
  • DB Sl S•••• I•••• Fund Sched. D C $7.1M PY2023
  • DB Sl International Sif Sched. D C $1.7M PY2023
  • DB Sl L••• Bif Sched. D C $19.5M PY2023
  • US I••••• G•••• Corp L••• Dur Fund Sched. D C $15.5M PY2023
  • B•• M••••• L••• D••••••• F••• Sched. D C $15.6M PY2023
  • DB Sl Int Credit Bif Sched. D C $20.6M PY2023
  • M•••••••• I••• codes 11 PY2023
  • M••••• B•••, Na codes 19 21 50 $294,174 PY2022
  • M••••••• codes 11 50 $157,115 PY2022
  • DB Sl S•••• Cap Sif Sched. D C $3.7M PY2022
  • B•• M••••• L••• D••••••• F••• Sched. D C $15.2M PY2022
  • E• T•••••••• I••••••••• Fund Sched. D C $920,023 PY2022
  • DB Sl S•••• I•••• Fund Sched. D C $7.1M PY2022
  • DB Sl Int Credit Bif Sched. D C $20.7M PY2022
  • DB Sl International Sif Sched. D C $1.7M PY2022
  • DB Sl L••• Bif Sched. D C $19.0M PY2022
  • US I••••• G•••• Corp L••• Dur Fund Sched. D C $15.2M PY2022
  • M•••••••• I••• codes 11 PY2022
What changed
3 events
  • Jan 1, 2024Funded status changed
    P•••••• P••• f•• E•••••••• o• C••• Z••••• I••• funded ratio 97.4% -> 99.7% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    P•••••• P••• f•• E•••••••• o• C••• Z••••• I••• funded ratio 110.8% -> 97.4% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    P•••••• P••• f•• E•••••••• o• C••• Z••••• I••• plan assets $120M -> $84M (-30.6%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131495820-001
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.