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

E•••••••• C•••••• D•• C•• • I••• E•••••••• R••••••••• P•••

Corporate pensionMckeesport, PA
Assets
$5.2M
Total assets, Dec 31, 2022 reported
Funded
112.4%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
11
none on the tape
Plan sponsor: E•••••••• C•••••• D•• C••• I•••
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 86.9%
  • Registered investment companies 13.1%
Consultants and advisers
1 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
From Schedule C (investment management, code 28)
Commitments
11 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2022M•• C•• V••••••••• F•••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$165,578 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022R••• E••••• • A• C•••••• F•••separate accountP••••••••• R••••••••• • A•••••• I••Real estate$270,809 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022C••• P••• B••• • P••• F•••separate accountP••••••••• R••••••••• • A•••••• I••Fixed income$903,462 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022I••••••••• B•••••••••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$851,110 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022L••••••••• • M•• F•••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$304,372 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022T• R••• P•••• E••• I•• S•••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$330,692 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022M•• C•• G•••••••••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$154,853 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••••••••• S•••••••••separate accountP••••••••• R••••••••• • A•••••• I••Cash$170,989 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S•• I• ••••••• b• B•••••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$235,724 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S•••• C•• V•••••••••separate accountP••••••••• R••••••••• • A•••••• I••Public equity$246,706 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022M•••••• C••• P••• B••• F•••separate accountP••••••••• R••••••••• • A•••••• I••Fixed income$906,282 heldDisclosed holdingaskebsa.dol.gov
Size and funding
10 readings
Total assets
$5.2M Dec 31, 2022 reported Form 5500
Plan assets
$9.6M Jan 1, 2022 reported Form 5500
Net assets
$5.2M Dec 31, 2022 reported Form 5500
Funded ratio
112.4% Jan 1, 2022 reported Form 5500
Funding target
$8.6M Jan 1, 2022 reported Form 5500
Discount rate
5.20% Jan 1, 2022 reported Form 5500
Participants
142 Jan 1, 2022 reported Form 5500
Contributions
$0 Dec 31, 2022 reported Form 5500
Benefits paid
$2.8M Dec 31, 2022 reported Form 5500
Net investment income
$-4.4M Dec 31, 2022 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2022 to Dec 31, 2022142$9.6M$8.6M112.4%$5.2Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Usi codes $17,000 PY2022
  • P••••••••• Retirement Ins & A•••••• codes 13 $13,105 PY2022
  • G••••• P•••••••• S••••••••• I••• codes 28 $9,617 PY2022
  • Wells Fargo Advisors LLC codes $7,500 PY2022
  • L••••••••• • M•• F••• Sched. D P $304,372 PY2022
  • T. R••• P•••• E••• Inc S••• Sched. D P $330,692 PY2022
  • M•• C•• G••••••••• Sched. D P $154,853 PY2022
  • M•• C•• V••••••••• F••• Sched. D P $165,578 PY2022
  • P••••••••• S••••••••• Sched. D P $170,989 PY2022
  • S•• I• ••••••• b• B••••• Sched. D P $235,724 PY2022
  • S•••• C•• V••••••••• Sched. D P $246,706 PY2022
  • M•••••• C••• P••• B••• Sched. D P $906,282 PY2022
  • R••• E••••• • A• C•••••• F••• Sched. D P $270,809 PY2022
  • C••• P••• B••• • P••• F••• Sched. D P $903,462 PY2022
  • International B•••• / Lazard Sched. D P $851,110 PY2022
  • U•• C••••••••• G•••• 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 251011428-002
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.