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
C••• H••• O•• R••••••••• P•••
Corporate pensionEnglewood, CO
Assets
$90.1M
Total assets, Dec 31, 2024 reported
Funded
92.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: C••• H••• C••••••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.0%
- Corporate debt instruments (other) 2.2%
- Corporate debt instruments (preferred) 74.3%
- U.S. Government securities 1.9%
- Registered investment companies 16.6%
- Common stock 1.0%
Consultants and advisers
2 firms
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
- B••• o• A•••••• Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- C••••••• M•••••••••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
$65,109 (2023-12) · $205,364 (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 | 1,857 | $95.4M | $96.2M | 92.9% | $90.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,898 | $94.0M | $95.7M | 93.0% | $95.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,935 | $127M | $95.5M | 108.3% | $94.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• U• L•• codes 11 15 50 $454,881 PY2024
- B••• o• A•••••• codes 21 50 62 99 $74,297 PY2024
- Ernst & Young codes 10 50 $53,300 PY2024
- Ivins Phillips & Barker Chtd. codes 29 50 $43,436 PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- W••••• T••••• W••••• U• L•• codes 11 15 50 $577,736 PY2023
- Ivins Phillips & Barker Chtd. codes 29 50 $88,848 PY2023
- B••• o• A•••••• codes 21 50 62 99 $74,322 PY2023
- C••••••• M••••••••• codes 28 51 $59,467 PY2023
- Ernst & Young codes 10 50 $53,300 PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- W••••• T••••• W••••• U• L•• codes 11 50 $664,820 PY2022
- C••••••• M••••••••• codes 28 51 $112,746 PY2022
- B••• o• A•••••• codes 21 50 62 99 $84,876 PY2022
- Ivins Phillips & Barker Chtd. codes 29 50 $77,351 PY2022
- Ernst & Young codes 10 50 $45,500 PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
3 events
- Dec 31, 2024Manager relationship endedinferenceC••••••• M••••••••• no longer appears on C••• H••• O•• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with C••••••• M•••••••••askebsa.dol.gov
- Jan 1, 2023Funded status changedC••• H••• O•• R••••••••• P••• funded ratio 108.3% -> 93.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedC••• H••• O•• R••••••••• P••• plan assets $127M -> $94M (-25.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 930549963-006
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.