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
A••••••• C••••••••• B•••• L••• L•• P•••••• P•••
Corporate pensionJeffersonville, IN
Assets
$171M
Total assets, Dec 31, 2024 reported
Funded
91.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: A••••••• C••••••••• B•••• L••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.1%
- Other investments 11.2%
- Common/collective trusts 4.9%
- Registered investment companies 57.5%
- Common stock 25.5%
Consultants and advisers
3 firms
- S••••••• K••••• K•••••• L•• Pension consultantthrough Dec 31, 2022 Form 5500
- B••• G•••••• L•• Actuarythrough Dec 31, 2022 Form 5500
- P•••••••• T•••• C•• Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- W•• I••••••••• M••••••••• L••plan years 2022
- E•••• C•••••• M••••••••• L••plan years 2022
- 3• S•••• I••••••••• M••••••• L••plan years 2022
Commitments
3 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 Dec 31, 2024 | A•••••••• S• I••••••••• F••• S•collective trust | SEI Trust Company | Pooled vehicles | $8.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | A•••••••• S• I••••••••• F••• S•collective trust | SEI Trust Company | Pooled vehicles | $5.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | A•••••••• S• I••••••••• F••• S•collective trust | SEI Trust Company | Pooled vehicles | $4.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$771,624 (2023-12) · $642,347 (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 | 2,313 | $158M | $177M | 91.2% | $171M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,695 | $183M | $217M | 92.4% | $158M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,765 | $224M | $216M | 94.3% | $183M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- E•••• Capital Management LLC codes 28 50 51 68 $298,140 PY2024
- S••••••• K••••• K•••••• L•• codes 17 27 50 70 $247,659 PY2024
- B••• G•••••• L•• codes 11 17 50 70 $211,234 PY2024
- 3• S•••• I••••••••• M••••••• L•• codes 28 50 51 61 68 $152,590 PY2024
- WCM Investment Management codes 28 50 51 68 $138,889 PY2024
- P•••••••• Trust Company codes 18 21 25 50 51 60 64 $77,566 PY2024
- Schneider Downs codes 10 50 $19,171 PY2024
- Short Term Investment Fund a Sched. D C $8.4M PY2024
- B••• G•••••• L•• codes 11 PY2024
- S••••••• K••••• K•••••• L•• codes 17 27 50 70 $291,271 PY2023
- B••• G•••••• L•• codes 11 17 50 70 $251,887 PY2023
- E•••• Capital Management LLC codes 28 50 51 68 $236,910 PY2023
- WCM Investment Management codes 28 50 51 68 $199,798 PY2023
- 3• S•••• I••••••••• M••••••• L•• codes 28 50 51 61 68 $130,734 PY2023
- P•••••••• Trust Company codes 18 21 25 50 51 60 64 $90,075 PY2023
- Crowe LLP codes 10 50 $24,885 PY2023
- Schneider Downs codes 10 50 $18,265 PY2023
- Short Term Investment Fund a Sched. D C $5.1M PY2023
- B••• G•••••• L•• codes 11 PY2023
- S••••••• K••••• K•••••• L•• codes 17 27 50 70 $291,104 PY2022
- WCM Investment Management codes 28 50 51 68 $211,750 PY2022
- B••• G•••••• L•• codes 11 17 50 70 $167,681 PY2022
- E•••• Capital Management LLC codes 28 50 51 68 $139,492 PY2022
- P•••••••• Trust Company codes 18 21 25 50 51 60 64 $90,108 PY2022
- 3• S•••• I••••••••• M••••••• L•• codes 28 50 51 61 68 $36,617 PY2022
- Crowe LLP codes 10 50 $6,205 PY2022
- Short Term Investment Fund a Sched. D C $4.9M PY2022
- B••• G•••••• L•• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Assets changedA••••••• C••••••••• B•••• L••• L•• P•••••• P••• plan assets $183M -> $158M (-13.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedA••••••• C••••••••• B•••• L••• L•• P•••••• P••• total assets $183M -> $158M (-13.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedA••••••• C••••••••• B•••• L••• L•• P•••••• P••• plan assets $224M -> $183M (-17.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 522106600-003
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.