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••••••••• G•••• W•••• R••••••••• I••••• P•••
Corporate pensionCheswick, PA
Assets
$22.0M
Total assets, Dec 31, 2024 reported
Funded
82.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: P••••••••• G•••• W••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.0%
- Registered investment companies 94.9%
Consultants and advisers
2 firms
- G•• F•••••••• S•••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- O•••••• T•••• C••••••••• L•• Actuarythrough Dec 31, 2022 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)
- P•• B•••plan years 2022
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
33 readings
Investment management fees
$51,103 (2023-12) · $48,768 (2022-12)
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 Dec 31, 2024 | 972 | $21.4M | $26.8M | 82.6% | $22.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 987 | $20.0M | $27.4M | 80.1% | $21.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,008 | $23.5M | $27.8M | 81.1% | $20.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- O•••••• T•••• C••••••••• codes 11 15 50 $104,581 PY2024
- P•• B••• codes 28 50 51 $43,510 PY2024
- Schneider Downs & Co., Inc. codes 10 $21,900 PY2024
- G•• F•••••••• S•••••••• codes 27 50 51 $12,500 PY2024
- O•••••• T•••• C••••••••• L•• codes 11 PY2024
- O•••••• T•••• C••••••••• codes 11 15 50 $89,331 PY2023
- P•• B••• codes 28 50 51 $38,951 PY2023
- Schneider Downs & Co., Inc. codes 10 $20,600 PY2023
- G•• F•••••••• S•••••••• codes 27 50 51 $16,833 PY2023
- O•••••• T•••• C••••••••• L•• codes 11 PY2023
- O•••••• T•••• C••••••••• codes 11 15 50 $107,744 PY2022
- P•• B••• codes 28 50 51 $39,405 PY2022
- BDO USA LLP codes 10 $23,016 PY2022
- G•• F•••••••• S•••••••• codes 27 50 51 $12,500 PY2022
- Dentons Cohen and Grigsby codes 29 $6,840 PY2022
- O•••••• T•••• C••••••••• L•• codes 11 PY2022
What changed
2 events
- Jan 1, 2024Funded status changedP••••••••• G•••• W•••• R••••••••• I••••• P••• funded ratio 80.1% -> 82.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Assets changedP••••••••• G•••• W•••• R••••••••• I••••• P••• plan assets $24M -> $20M (-15.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 262998228-002
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.