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
C••• W•••• M•••••• R••••••••• P••• f•• U••• E••••••••
Corporate pensionNEW York, NY
Assets
$111M
Total assets, Oct 31, 2025 reported
Funded
98.0%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
11
none on the tape
Plan sponsor: C••••••• I••••••• B••• o• C•••••••
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.1%
- Non-interest-bearing cash 0.0%
- Common/collective trusts 80.0%
- Registered investment companies 19.9%
Consultants and advisers
3 firms
- W••••• T••••• W••••• U• L•• Actuarythrough Oct 31, 2025 Form 5500
- M••••• Actuarythrough Oct 31, 2023 Form 5500
- B••• o• N•• Y••• M••••• Trusteethrough Oct 31, 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
- B•••••••• I••••• T•••• C••••••• N••3 rows, latest Oct 31, 2025
- B•• M•••••3 rows, latest Oct 31, 2025
Commitments
11 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 Oct 31, 2025 | L••• T••• C••••• B••• I•••• F•••collective trust | B•••••••• I••••tutional Trust Company, N.A. | Private credit | $50.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | I•• G•••••••• B••• I••••••collective trust | B•••••••• I••••tutional Trust Company, N.A. | Fixed income | $23.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | L••• T••• G••• B••• I•••• F•••collective trust | B•••••••• I••••• T•••• C••••••• N•• | Fixed income | $13.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | C••••••••• T•••• G••••••••• S•••collective trust | B•• M••••• | Pooled vehicles | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | L••• T••• C••••• B••• I•••• F•••collective trust | B•••••••• I••••tutional Trust Company, N.A. | Private credit | $49.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | I•• G•••••••• B••• I••••••collective trust | B•••••••• I••••tutional Trust Company, N.A. | Fixed income | $23.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | L••• T••• G••• B••• I•••• F•••collective trust | B•••••••• I••••• T•••• C••••••• N•• | Fixed income | $13.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | C••••••••• T•••• G••••••••• S•••collective trust | B•• M••••• | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | L••• T••• C••••• B••• I•••• F•••collective trust | B•••••••• I••••tutional Trust Company, N.A. | Private credit | $35.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | L••• T••• G••• B••• I•••• F•••collective trust | B•••••••• I••••• T•••• C••••••• N•• | Fixed income | $13.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | C••••••••• T•••• G••••••••• S•••collective trust | B•• M••••• | Pooled vehicles | $685,225 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$69,075 (2024-10) · $30,288 (2023-10)
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 Oct 31, 2025 | 1,276 | $109M | $93.2M | 98.0% | $111M | n/a | n/a | n/a |
| 2023 to Oct 31, 2024 | 1,303 | $93.7M | $96.4M | 100.8% | $109M | n/a | n/a | n/a |
| 2022 to Oct 31, 2023 | 1,332 | $94.9M | $95.4M | 103.5% | $93.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• U• L•• codes 11 17 27 50 51 $53,000 PY2024
- The B••• o• N•• Y••• M••••• codes 21 50 $49,988 PY2024
- M••••• codes 11 17 27 50 51 $45,361 PY2024
- Mayer Brown LLP codes 29 50 $38,150 PY2024
- Alight Solutions codes 14 50 $20,982 PY2024
- B•••••••• Lt Credit Bd Indx Fd Sched. D C $50.4M PY2024
- INT G•••/corp B••• I•••• Sched. D C $23.5M PY2024
- B•••••••• Lt Gov Bd Indx Fd Sched. D C $13.5M PY2024
- C••••••••• T•••• G••••••••• S••• Sched. D C $1.5M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- M••••• codes 11 17 27 50 51 $78,478 PY2023
- The B••• o• N•• Y••• M••••• codes 21 50 $36,624 PY2023
- Alight Solutions codes 14 50 $35,299 PY2023
- Mayer Brown LLP codes 29 50 $7,971 PY2023
- B•••••••• Lt Credit Bd Indx Fd Sched. D C $49.8M PY2023
- INT G•••/corp B••• I•••• Sched. D C $23.1M PY2023
- B•••••••• Lt Gov Bd Indx Fd Sched. D C $13.1M PY2023
- C••••••••• T•••• G••••••••• S••• Sched. D C $1.4M PY2023
- M••••• codes 11 PY2023
- M••••• codes 11 17 27 50 51 $61,600 PY2022
- Alight Solutions codes 14 50 $55,076 PY2022
- The B••• o• N•• Y••• M••••• codes 21 50 $30,288 PY2022
- Mayer Brown LLP codes 29 50 $11,893 PY2022
- B•••••••• Lt Credit Bd Indx Fd Sched. D C $35.5M PY2022
- B•••••••• Lt Gov Bd Indx Fd Sched. D C $13.0M PY2022
- C••••••••• T•••• G••••••••• S••• Sched. D C $685,225 PY2022
- M••••• codes 11 PY2022
What changed
6 events
- Dec 31, 2024Consultant changedinferenceW••••• T••••• W••••• U• L•• appears on C••• W•••• M•••••• R••••••••• P••• f•• U••• E••••••••'s Schedule C as pension consultant (plan year 2024 vs 2023)with W••••• T••••• W••••• U• L••askebsa.dol.gov
- Nov 1, 2024Funded status changedC••• W•••• M•••••• R••••••••• P••• f•• U••• E•••••••• funded ratio 100.8% -> 98.0% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedC••• W•••• M•••••• R••••••••• P••• f•• U••• E•••••••• plan assets $94M -> $109M (+15.9%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Holding startedC••• W•••• M•••••• R••••••••• P••• f•• U••• E•••••••• first reports an interest in I•• G•••••••• B••• I••••••: $23M at 2024-10-31with I•• G•••••••• B••• I••••••askebsa.dol.gov
- Oct 31, 2024Assets changedC••• W•••• M•••••• R••••••••• P••• f•• U••• E•••••••• total assets $94M -> $109M (+15.9%, 2023-10-31 to 2024-10-31)
- Nov 1, 2023Funded status changedC••• W•••• M•••••• R••••••••• P••• f•• U••• E•••••••• funded ratio 103.5% -> 100.8% (2022-11-01 to 2023-11-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131942440-005
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.