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••••••••• L•• R••••••••• A••••••••• P••• f•• P•••••••

Corporate pensionTampa, FL
Assets
$1.8B
Total assets, Jun 30, 2023 reported
Funded
134.6%
Jul 1, 2022
Private markets target
n/a
policy Jun 30, 2023
Commitments
6
none on the tape
Plan sponsor: P••••••••• L••
Allocation policy
Form 5500, as of Jun 30, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.9%
  • U.S. Government securities 10.4%
  • Other investments 0.2%
  • Partnership/joint venture interests 6.9%
  • Common/collective trusts 34.9%
  • Registered investment companies 32.3%
Consultants and advisers
1 firms
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
From Schedule C (investment management, code 28)
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2023N• C••••••••• S•• 5•• I•••• F•••collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$263M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023N• C••••••••• E••• I•••• F•••collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$217M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023U•• T••••••• D••••••••• P•••••••collective trustU••Real estate$8.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023C••••••••• R•••••• 2••• I•••• F•••collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$56.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023N• C••• E••••••• M••• I•••• F• N•collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$41.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023U••• R••• C•• F•••collective trustPrincipal Global Investors Trust CompanyReal estate$37.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
11 readings
Total assets
$1.8B Jun 30, 2023 reported Form 5500
Plan assets
$1.5B Jul 1, 2022 reported Form 5500
Net assets
$1.8B Jun 30, 2023 reported Form 5500
Funded ratio
134.6% Jul 1, 2022 reported Form 5500
Funding target
$1.1B Jul 1, 2022 reported Form 5500
Discount rate
5.19% Jul 1, 2022 reported Form 5500
Participants
4,011 Jul 1, 2022 reported Form 5500
Contributions
$312M Jun 30, 2023 reported Form 5500
Benefits paid
$54.8M Jun 30, 2023 reported Form 5500
Net investment income
$392M Jun 30, 2023 reported Form 5500
Investment management fees
$27,503 Jun 30, 2023 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2022 to Jun 30, 20234,011$1.5B$1.1B134.6%$1.8B$123Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • P••••••••• P•••••••• A••••• codes 28 51 $27,503 PY2022
  • N••••••• Trust S&p 500 Sched. D C $263M PY2022
  • N••••••• Trust E••• I•••• Sched. D C $217M PY2022
  • N••••••• Trust Aggregate Bond Sched. D C PY2022
  • Voya Core Plus Bond Sched. D C PY2022
  • UBS T••••••• Div P••••••• Sched. D C $8.0M PY2022
  • N••••••• Trust R•••••• 2000 Sched. D C $56.7M PY2022
  • N••••••• Trust E••••••• Markets Sched. D C $41.1M PY2022
  • U••• R••• C•• F••• Sched. D C $37.9M PY2022
  • P•• U• T•• L•• codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 134008324-005
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.