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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Corporate pension
I••••••••• B•••••••• E•••••••• P•••••• P•••
Corporate pensionDallas, TX
Assets
$27.2M
Total assets, Dec 31, 2024 reported
Funded
114.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: I••••••••• B••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.2%
- Non-interest-bearing cash 1.0%
- Registered investment companies 97.8%
Consultants and advisers
2 firms
- S••••• R•••••••• P••• S•••••••• I•• Actuarythrough Dec 31, 2022 Form 5500
- S••••• R••••••••• P••• 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 Schedule C
From Schedule C (investment management, code 28)
- P•••• C•••••• I••••••••• A••••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
30 readings
Contributions
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 | 265 | $24.6M | $21.4M | 114.6% | $27.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 276 | $24.9M | $22.6M | 110.2% | $24.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 329 | $37.8M | $25.9M | 145.8% | $24.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S••••• R••••••••• P••• S••••••• Inc codes 11 15 50 64 $60,041 PY2024
- P•••• Capital A••••ors codes 28 50 $30,000 PY2024
- BDO USA, LLP codes 10 50 $23,500 PY2024
- Charles S••••• & Co Inc codes 33 50 59 71 $23 PY2024
- S••••• R••••••••• P••• S••••••• codes 11 PY2024
- S••••• R••••••••• P••• S••••••• Inc codes 11 15 50 64 $60,526 PY2023
- P•••• C•••••• I••••••••• A••••ors codes 28 50 $40,000 PY2023
- BDO USA, LLP codes 10 50 $23,500 PY2023
- Charles S••••• & Co Inc codes 33 50 71 $69 PY2023
- S••••• R••••••••• P••• S••••••• codes 11 PY2023
- S••••• R••••••••• P••• S••••••• Inc codes 11 15 50 64 $59,975 PY2022
- P•••• C•••••• I••••••••• A••••ors codes 28 50 $40,000 PY2022
- BDO USA, LLP codes 10 50 $20,000 PY2022
- Charles S••••• & Co Inc codes 33 50 71 $48 PY2022
- S••••• R••••••••• P••• S••••••• codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedI••••••••• B•••••••• E•••••••• P•••••• P••• total assets $25M -> $27M (+10.6%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedI••••••••• B•••••••• E•••••••• P•••••• P••• funded ratio 110.2% -> 114.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedI••••••••• B•••••••• E•••••••• P•••••• P••• funded ratio 145.8% -> 110.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedI••••••••• B•••••••• E•••••••• P•••••• P••• plan assets $38M -> $25M (-34.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 462023063-001
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.