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
H••••••••• I•••••• I••••••••• I••• N•••••• N••• O••••••••• P•••••• P••• f•• E•••••••• C•••••• b• U••••• S••••••••• L•••• 8••• C••
Corporate pensionN•••••• N•••, VA
Assets
$1.4B
Total assets, Dec 31, 2024 reported
Funded
106.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: H••••••••• I•••••• I••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Insurance company general account 0.2%
- Master trust investment accounts 99.8%
Consultants and advisers
5 firms
- M••••• Pension consultantthrough Dec 31, 2023 Form 5500
- W••••• T••••• W••••• U• L•• Pension consultantthrough Dec 31, 2022 Form 5500
- C••••••••• L•• Pension consultantthrough Dec 31, 2022 Form 5500
- E•••• • Y•••• L•• Actuarythrough Dec 31, 2022 Form 5500
- D••••••• T•• L•• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
31 readings
Investment management fees
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 | 17,503 | $1.4B | $1.2B | 106.1% | $1.4B | n/a | $1.4B | n/a |
| 2023 to Dec 31, 2023 | 21,724 | $1.4B | $1.3B | 104.7% | $1.4B | n/a | $1.4B | n/a |
| 2022 to Dec 31, 2022 | 22,031 | $1.7B | $1.2B | 115.6% | $1.4B | n/a | $1.4B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- E•••• • Y•••• L•• codes 10 11 17 50 $304,819 PY2024
- T••••• W••••• Investment Services codes 17 50 $137,470 PY2024
- C••••••••• L•• codes 17 50 $54,166 PY2024
- Grant Thornton LLP codes 10 50 $52,400 PY2024
- D••••••• Tax LLC codes 10 11 17 50 $10,897 PY2024
- Mcguire Woods codes 29 50 $6,358 PY2024
- Wilmerhale codes 29 50 $5,243 PY2024
- Money Market Fund Sched. D M $21.3M PY2024
- Equity Fund Sched. D M $221M PY2024
- Alternative Investments Fund Sched. D M $373M PY2024
- Fixed Income Fund Sched. D M $418M PY2024
- Non-Us Equity Fund Sched. D M $178M PY2024
- Global Equity Fund Sched. D M $204M PY2024
- E•••• • Y•••• L•• codes 11 PY2024
- T••••• W••••• Investment Services codes 17 50 $366,649 PY2023
- E•••• • Y•••• L•• codes 10 11 17 50 $202,231 PY2023
- C••••••••• L•• codes 17 50 $38,536 PY2023
- Mcguire Woods codes 29 50 $31,078 PY2023
- Grant Thornton LLP codes 10 50 $27,699 PY2023
- K&l Gates codes 29 50 $21,015 PY2023
- D••••••• Tax LLC codes 10 11 17 50 $19,389 PY2023
- M••••• US, Inc. codes 17 50 $16,250 PY2023
- Wilmerhale codes 29 50 $8,667 PY2023
- Equity Fund Sched. D M $199M PY2023
- Alternative Investments Fund Sched. D M $372M PY2023
- Fixed Income Fund Sched. D M $412M PY2023
- Money Market Fund Sched. D M $9.7M PY2023
- Non-Us Equity Fund Sched. D M $160M PY2023
- Global Equity Fund Sched. D M $245M PY2023
- E•••• • Y•••• L•• codes 11 PY2023
- E•••• • Y•••• L•• codes 10 11 17 50 $163,193 PY2022
- T••••• W••••• Investment Services codes 17 50 $126,030 PY2022
- C••••••••• L•• codes 17 50 $51,718 PY2022
- Grant Thornton LLP codes 10 50 $46,500 PY2022
- D••••••• Tax LLC codes 10 11 17 50 $9,750 PY2022
- Wilmerhale codes 29 50 $9,181 PY2022
- Equity Fund Sched. D M $263M PY2022
- Alternative Investments Fund Sched. D M $342M PY2022
- Fixed Income Fund Sched. D M $312M PY2022
- Non-Us Equity Fund Sched. D M $181M PY2022
- Global Equity Fund Sched. D M $281M PY2022
- Money Market Fund Sched. D M $10.6M PY2022
- E•••• • Y•••• L•• codes 11 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceM••••• US, Inc. no longer appears on H••••••••• I•••••• I••••••••• I••• N•••••• N••• O••••••••• P•••••• P••• f•• E•••••••• C•••••• b• U••••• S••••••••• L•••• 8••• C••'s Schedule C as pension consultant (plan year 2024 vs 2023)with M•••••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceM••••• US, Inc. appears on H••••••••• I•••••• I••••••••• I••• N•••••• N••• O••••••••• P•••••• P••• f•• E•••••••• C•••••• b• U••••• S••••••••• L•••• 8••• C••'s Schedule C as pension consultant (plan year 2023 vs 2022)with M•••••askebsa.dol.gov
- Jan 1, 2023Funded status changedH••••••••• I•••••• I••••••••• I••• N•••••• N••• O••••••••• P•••••• P••• f•• E•••••••• C•••••• b• U••••• S••••••••• L•••• 8••• C•• funded ratio 115.6% -> 104.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedH••••••••• I•••••• I••••••••• I••• N•••••• N••• O••••••••• P•••••• P••• f•• E•••••••• C•••••• b• U••••• S••••••••• L•••• 8••• C•• plan assets $1.7B -> $1.4B (-19.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 900607005-101
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.