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•••••• P••• f•• C••••••••• B•••••••• E•••••••• o• N••••••
Corporate pensionLoveland, CO
Assets
$117M
Total assets, Dec 31, 2024 reported
Funded
103.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: P•• A••••••••• U••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
4 firms
- S•••• S••••• G••••• A••••••• Custodianthrough Dec 31, 2023 Form 5500
- B•••••••• I••••••••• T•••• C•••• Trusteethrough Dec 31, 2022 Form 5500
- B••• o• N•• Y••• M••••• Trusteethrough Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- B•••••• C•••••• M••••••••• L•plan years 2022
- T••••• W••••• I••••••••• S••••••••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
$32,064 (2023-12) · $103,626 (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 | 1,803 | $125M | $108M | 103.5% | $117M | n/a | $117M | n/a |
| 2023 to Dec 31, 2023 | 1,859 | $125M | $110M | 103.0% | $125M | n/a | $125M | n/a |
| 2022 to Dec 31, 2022 | 1,830 | $167M | $106M | 119.9% | $125M | n/a | $125M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• U• L•• codes 11 14 17 50 $301,930 PY2024
- T••••• W••••• Investment Services codes 28 51 $104,955 PY2024
- Eide Bailly codes 10 50 $28,875 PY2024
- BNY M••••• codes 21 50 $13,066 PY2024
- B•••••••• I••••••••• Trust Co codes 21 24 28 50 51 $9,856 PY2024
- B•••••• C•••••• M••••••••• L• codes 28 52 PY2024
- PCS Admin USA, Inc. Db Trust Sched. D M $117M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- T••••• W••••• Investment Services codes 28 51 $82,532 PY2023
- Eide Bailly codes 10 50 $46,000 PY2023
- W••••• T••••• W••••• U• L•• codes 11 14 17 50 $31,457 PY2023
- BNY M••••• codes 21 50 $12,083 PY2023
- B•••••••• I••••••••• Trust Co codes 21 24 28 50 51 $11,354 PY2023
- Ssga Trust Company codes 18 19 51 $5,932 PY2023
- Carne Global Fund Managers Ltd codes 49 99 PY2023
- B•••••• C•••••• M••••••••• L• codes 28 52 PY2023
- PCS Admin USA, Inc. Master Trust Sched. D M $125M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- W••••• T••••• W••••• U• L•• codes 11 14 17 50 $212,418 PY2022
- T••••• W••••• Investment Services codes 28 51 $82,484 PY2022
- B•••••••• I••••••••• Trust Co codes 21 24 28 50 51 $15,195 PY2022
- BNY M••••• codes 21 50 $7,667 PY2022
- B•••••• C•••••• M••••••••• L• codes 28 52 PY2022
- The Asset Management Exchange Limit codes 49 99 PY2022
- PCS Admin USA, Inc. Master Trust Sched. D M $125M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedP•••••• P••• f•• C••••••••• B•••••••• E•••••••• o• N•••••• funded ratio 119.9% -> 103.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP•••••• P••• f•• C••••••••• B•••••••• E•••••••• o• N•••••• plan assets $167M -> $125M (-25.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 562111626-008
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.