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
B•••• C••••••••• P•••••• P•••
Corporate pensionMemphis, TN
Assets
$22.0M
Total assets, Dec 31, 2024 reported
Funded
80.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: B•••• C•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 6.4%
- Other investments 26.2%
- Registered investment companies 59.1%
- Common stock 7.7%
Consultants and advisers
5 firms
- J••• M••••• I••••••••• M••••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- M•••••••• A••••••••• I••• General consultantthrough Dec 31, 2022 Form 5500
- T•• S••••••• Actuarythrough Dec 31, 2022 Form 5500
- S••••••• R••••••••• S••••••• Actuarythrough Dec 31, 2022 Form 5500
- R•••••• B••• Custodianthrough 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)
- N•••••••• B•••••plan years 2023
- E•••• C•••••• M••••••••• L••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
$97,255 (2023-12) · $96,162 (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 | 790 | $30.4M | $37.1M | 80.0% | $22.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 880 | $32.0M | $39.5M | 80.0% | $30.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 891 | $39.7M | $38.7M | 80.4% | $32.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••••• Associates, Inc. codes 16 17 $70,000 PY2024
- S••••••• R••••••••• S•••••••, Inc. codes 11 $58,850 PY2024
- R•••••• B••• codes 15 18 19 21 25 50 $52,436 PY2024
- E•••• C•••••• M••••••••• L•• codes 28 68 $30,932 PY2024
- Forvis Mazars, LLP codes 10 $26,250 PY2024
- JP M••••• Investment Management Inc codes 27 28 PY2024
- S••••••• R••••••••• S•••••••, Inc. codes 11 PY2024
- M•••••••• Associates, Inc. codes 16 17 $70,000 PY2023
- S••••••• R••••••••• S•••••••, Inc. codes 11 $45,500 PY2023
- R•••••• B••• codes 15 18 19 21 25 50 $31,746 PY2023
- E•••• C•••••• M••••••••• L•• codes 28 68 $27,255 PY2023
- Forvis Mazars, LLP codes 10 $25,000 PY2023
- N•••••••• B••••• U.S. Equity Index codes 28 51 52 PY2023
- JP M••••• Investment Management Inc codes 27 28 PY2023
- S••••••• R••••••••• S•••••••, Inc. codes 11 PY2023
- M•••••••• Associates, Inc. codes 16 17 $70,000 PY2022
- S••••••• R••••••••• S•••••••, Inc. codes 11 $46,250 PY2022
- R•••••• B••• codes 15 18 19 21 25 50 $40,715 PY2022
- E•••• C•••••• M••••••••• L•• codes 28 68 $26,162 PY2022
- Forvis, LLP codes 10 $24,000 PY2022
- JP M••••• Investment Management Inc codes 27 28 PY2022
- S••••••• R••••••••• S•••••••, Inc. codes 11 PY2022
What changed
4 events
- Dec 31, 2024Manager relationship endedinferenceN•••••••• B••••• U.S. Equity Index no longer appears on B•••• C••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with N•••••••• B•••••askebsa.dol.gov
- Dec 31, 2024Assets changedB•••• C••••••••• P•••••• P••• total assets $30M -> $22M (-27.5%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Manager relationship startedN•••••••• B••••• U.S. Equity Index appears on B•••• C••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with N•••••••• B•••••askebsa.dol.gov
- Jan 1, 2023Assets changedB•••• C••••••••• P•••••• P••• plan assets $40M -> $32M (-19.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 620811344-001
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.