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• N•••• H•••••••
Corporate pensionN••••, NY
Assets
$24.5M
Total assets, Dec 31, 2024 reported
Funded
95.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: M••••••••• N•••• H•••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 8.8%
- Registered investment companies 90.5%
Consultants and advisers
3 firms
- R•••••• J•••• • A••••••••• I••• General consultantthrough Dec 31, 2022 Form 5500
- T••••••••• R••••••••• S•••••••• Actuarythrough Dec 31, 2022 Form 5500
- T••••••••• 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
- T•••••••••3 rows, latest Dec 31, 2024
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 | T••••••••• C••••••••• T•••• F••••collective trust | T••••••••• | Pooled vehicles | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | T••••••••• C••••••••• T•••• F••••collective trust | T••••••••• | Pooled vehicles | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | T••••••••• C••••••••• T•••• F••••collective trust | T••••••••• | Pooled vehicles | $2.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
Investment management fees
$46,719 (2023-12) · $34,972 (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 | 680 | $25.4M | $28.5M | 95.9% | $24.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 691 | $25.2M | $29.6M | 93.1% | $25.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 706 | $34.8M | $30.3M | 112.7% | $25.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- T••••••••• R••••••••• S•••••••• codes 11 12 15 28 38 50 59 61 62 63 64 $111,824 PY2024
- R•••••• J•••• & Associates codes 16 70 $37,080 PY2024
- National Financial Services codes 33 71 PY2024
- T••••••••• C••••••••• Trust Fund Sched. D C $2.2M PY2024
- T••••••••• codes 11 PY2024
- T••••••••• R••••••••• S•••••••• codes 11 12 15 28 38 50 59 61 62 63 64 $111,791 PY2023
- R•••••• J•••• & Associates codes 16 70 $46,719 PY2023
- National Financial Services codes 33 71 PY2023
- T••••••••• C••••••••• Trust Fund Sched. D C $2.8M PY2023
- T••••••••• codes 11 PY2023
- T••••••••• R••••••••• S•••••••• codes 11 12 15 28 38 50 59 61 62 63 64 $238,307 PY2022
- R•••••• J•••• & Associates codes 16 70 $34,972 PY2022
- National Financial Services codes 33 71 PY2022
- T••••••••• C••••••••• Trust Fund Sched. D C $2.7M PY2022
- T••••••••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedD•••••• B•••••• P•••••• P••• o• N•••• H••••••• funded ratio 93.1% -> 95.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedD•••••• B•••••• P•••••• P••• o• N•••• H••••••• funded ratio 112.7% -> 93.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedD•••••• B•••••• P•••••• P••• o• N•••• H••••••• plan assets $35M -> $25M (-27.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131740119-001
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.