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
R••••••••• P••• f•• B••••••••• U••• E•••••••• o• W••••• G•••••• H•••••••
Corporate pensionW•••••, PA
Assets
n/a
Total assets, Sep 11, 2025 reported
Funded
105.9%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: W••••• G•••••• H•••••••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.3%
- Registered investment companies 66.6%
- Common stock 32.1%
Consultants and advisers
2 firms
- N•••••••• B••• Trusteethrough Dec 31, 2022 Form 5500
- D••••••• 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
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
26 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 Sep 11, 2025 | 186 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 542 | $30.0M | $31.1M | 105.9% | $11.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 548 | $35.7M | $30.7M | 108.0% | $30.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- D••••••• codes 11 $39,116 PY2024
- N•••••••• B••• codes 21 $16,540 PY2024
- Brentwood Asset Advisors, Inc. codes 22 $5,000 PY2024
- N•••••••• B••• codes 21 $57,329 PY2023
- D••••••• codes 11 $38,555 PY2023
- D••••••• codes 11 PY2023
- N•••••••• B••• codes 21 $71,365 PY2022
- D••••••• codes 11 PY2022
What changed
4 events
- Sep 11, 2025Assets changedR••••••••• P••• f•• B••••••••• U••• E•••••••• o• W••••• G•••••• H••••••• total assets $11M -> $0 (-100.0%, 2023-12-31 to 2025-09-11)
- Dec 31, 2023Assets changedR••••••••• P••• f•• B••••••••• U••• E•••••••• o• W••••• G•••••• H••••••• total assets $30M -> $11M (-62.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedR••••••••• P••• f•• B••••••••• U••• E•••••••• o• W••••• G•••••• H••••••• funded ratio 108.0% -> 105.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedR••••••••• P••• f•• B••••••••• U••• E•••••••• o• W••••• G•••••• H••••••• plan assets $36M -> $30M (-16.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 250965598-002
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.