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•••••••• • B•••••• G•••• P•••••• P•••
Corporate pensionOakhurst, NJ
Assets
$1.4M
Total assets, Dec 31, 2023 reported
Funded
82.8%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
1
none on the tape
Plan sponsor: G•••••• L••••••••• M••••••••• L••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 91.0%
Consultants and advisers
2 firms
- M•••••• L•••• P••••• F••••• S•••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- N••••••• A•••••••• S••••••• Actuarythrough Dec 31, 2022 Form 5500
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
- M•••••• L••••••••• • S••••1 rows, latest Dec 31, 2022
Commitments
1 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, 2022 | M•••••• a• B••• o• A•••••• C••••••separate account | M•••••• L••••••••• • S•••• | Pooled vehicles | $931,680 held | Disclosed holding | askebsa.dol.gov |
Size and funding
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 154 | $1.5M | $1.8M | 82.8% | $1.4M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 122 | $2.0M | $1.4M | 143.0% | $1.5M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••• L•••• P••••• F••••• S•••• codes 27 $10,528 PY2023
- M•••••• a• B••• o• A•••••• C•••••• Sched. D P PY2023
- N••••••• A•••••••• S••••••• codes 11 PY2023
- M•••••• L•••• P••••• F••••• S•••• codes 27 $11,744 PY2022
- M•••••• a• B••• o• A•••••• C•••••• Sched. D P $931,680 PY2022
- N••••••• A•••••••• S••••••• codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedP•••••••• • B•••••• G•••• P•••••• P••• funded ratio 143.0% -> 82.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP•••••••• • B•••••• G•••• P•••••• P••• plan assets $2M -> $2M (-26.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 263844242-002
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.