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
D•••••• B•••••• P•••••• P••• o• U••••• W•• o• G•••••• C••••••••
Corporate pensionC••••••••, OH
Assets
$8.5M
Total assets, Dec 31, 2024 reported
Funded
87.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: U••••• W•• o• G•••••• C••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 1.8%
- Registered investment companies 96.7%
Consultants and advisers
3 firms
- M•••••••• I••• Actuarythrough Dec 31, 2023 Form 5500
- K•• T•••• C• o• O••• N• Trusteethrough Dec 31, 2022 Form 5500
- U•• C••••••••• G•••• 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
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 | K•••••• M••••••• I••••••••• T••••collective trust | K•••••• National Assoc | Pooled vehicles | $155,174 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | K•••••• M••••••• I••••••••• T••••collective trust | K•••••• National Assoc | Pooled vehicles | $153,189 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | K•••••• M••••••• I••••••••• T••••collective trust | K•••••• National Assoc | Pooled vehicles | $79,886 held | Disclosed holding | askebsa.dol.gov |
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 | 149 | $8.1M | $9.6M | 87.0% | $8.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 152 | $8.1M | $10.1M | 86.4% | $8.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 155 | $10.2M | $10.1M | 92.5% | $8.0M | $564,332 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- K•• T•••• C• o• O••• N• codes 10 13 21 28 50 59 99 $8,133 PY2024
- KEY Trust M••••••• Inv. for Ebt's Sched. D C $155,174 PY2024
- M•••••••• I••• codes 11 PY2024
- K•• T•••• C• o• O••• N• codes 10 13 21 28 50 59 99 $7,919 PY2023
- KEY Trust M••••••• Inv. for Ebt's Sched. D C $153,189 PY2023
- M•••••••• I••• codes 11 PY2023
- K•• T•••• C• o• O••• N• codes 10 13 21 28 50 59 99 $8,505 PY2022
- KEY Trust M••••••• Inv. for Ebt's Sched. D C $79,886 PY2022
- U•• C••••••••• G•••• codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedD•••••• B•••••• P•••••• P••• o• U••••• W•• o• G•••••• C•••••••• funded ratio 92.5% -> 86.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedD•••••• B•••••• P•••••• P••• o• U••••• W•• o• G•••••• C•••••••• plan assets $10M -> $8M (-20.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 346516654-002
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.