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
G••••• G••••••••• I••• R••••••••• I••••• P•••
Corporate pensionCleveland, OH
Assets
$47.8M
Total assets, Dec 31, 2024 reported
Funded
100.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: A••••••• G•••••••• C•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.6%
- Non-interest-bearing cash 0.1%
- Registered investment companies 96.3%
Consultants and advisers
4 firms
- C••••••• P••••••• Investment adviser (plan)through Dec 31, 2024 Form 5500
- M•••••• F••••••••• I•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- U•• C••••••••• G•••• Actuarythrough Dec 31, 2022 Form 5500
- K•••••• N••••••• A••••••••• Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- P••••••••• I•••••••• C•••••• o• A••1 rows, latest Dec 31, 2022
- P••••••••• R••••••••• • A•••••• I••1 rows, latest Dec 31, 2022
From Schedule C (investment management, code 28)
- P••••••••• R••••••••• • A•••••• I••plan years 2022
Commitments
2 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, 2022 | P•••• P••• S•••• T••• F•••collective trust | P••••••••• I•••••••• C•••••• o• A•• | Cash | $9.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P•••• L••• D•• B••• •••collective trust | P••••••••• R••••••••• • A•••••• I•• | Fixed income | $2.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$153,365 (2023-12) · $170,704 (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 | 1,698 | $66.5M | $70.2M | 100.4% | $47.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,760 | $67.3M | $74.9M | 96.7% | $67.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,810 | $90.9M | $77.0M | 111.9% | $67.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- U•• C••••••••• G•••• codes 11 50 $151,519 PY2024
- K•••••• N••••••• A••••••••• codes 10 13 19 21 62 99 $32,980 PY2024
- C••••••• P••••••• codes 27 50 $30,000 PY2024
- Morgan, Lewis, Bockius LLP codes 29 50 $20,918 PY2024
- Pacific Investment Management Co. codes 51 $12,405 PY2024
- U•• C••••••••• G•••• codes 11 PY2024
- Pacific Investment Management Co. codes 51 $123,365 PY2023
- U•• C••••••••• G•••• codes 11 50 $96,728 PY2023
- K•••••• N••••••• A••••••••• codes 10 13 19 21 62 99 $61,191 PY2023
- M•••••• Financial codes 27 50 $30,000 PY2023
- Morgan, Lewis, Bockius LLP codes 29 50 $9,781 PY2023
- P•••• P••• S•••• T••• F••• Sched. D C PY2023
- P•••• L••• Duration B••• Fund Sa4aa Sched. D C PY2023
- U•• C••••••••• G•••• codes 11 PY2023
- Pacific Investment Management Co. codes 51 $140,705 PY2022
- Findley, Inc. codes 11 50 $91,035 PY2022
- M•••••• Financial codes 27 50 $30,000 PY2022
- K•••••• N••••••• A••••••••• codes 10 13 19 21 62 99 $12,703 PY2022
- P•••• P••• S•••• T••• F••• Sched. D C $9.0M PY2022
- P•••• L••• Duration B••• Fund Sa4aa Sched. D C $2.5M PY2022
- U•• C••••••••• G•••• codes 11 PY2022
What changed
6 events
- Dec 31, 2024Consultant changedinferenceC••••••• P••••••• appears on G••••• G••••••••• I••• R••••••••• I••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with C••••••• P•••••••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceM•••••• Financial no longer appears on G••••• G••••••••• I••• R••••••••• I••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with M•••••• F••••••••• I••askebsa.dol.gov
- Dec 31, 2024Assets changedG••••• G••••••••• I••• R••••••••• I••••• P••• total assets $68M -> $48M (-29.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedG••••• G••••••••• I••• R••••••••• I••••• P••• funded ratio 96.7% -> 100.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedG••••• G••••••••• I••• R••••••••• I••••• P••• funded ratio 111.9% -> 96.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedG••••• G••••••••• I••• R••••••••• I••••• P••• plan assets $91M -> $67M (-26.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 340065325-015
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.