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
E•••••• H••••• E••••••••• P•••••• P•••
Corporate pensionReading, PA
Assets
$519,883
Total assets, Mar 31, 2025 reported
Funded
109.7%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: E•••••• D••••••• I•••
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
2 firms
- P•••••••• Trusteethrough Mar 31, 2024 Form 5500
- C••••• S••••• Actuarythrough Mar 31, 2023 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
32 readings
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 Mar 31, 2025 | 498 | $7.4M | $6.5M | 109.7% | $519,883 | $0 | $519,883 | $0 |
| 2023 to Mar 31, 2024 | 510 | $6.9M | $6.8M | 110.0% | $7.4M | $0 | $7.4M | $0 |
| 2022 to Mar 31, 2023 | 529 | $8.0M | $6.9M | 106.4% | $6.9M | $0 | $6.9M | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- C••••• S••••• codes 11 15 17 38 49 50 $168,598 PY2024
- Baker Tilly US, LLP codes 10 $24,675 PY2024
- Merrill Lynch codes 26 50 $15,998 PY2024
- P•••••••• codes 21 50 $11,127 PY2024
- E•••••• Inc. Investment Trust Sched. D M $519,883 PY2024
- C••••• S••••• codes 11 PY2024
- Merrill Lynch codes 26 50 $52,160 PY2023
- C••••• S••••• codes 11 50 $32,575 PY2023
- P•••••••• codes 21 50 $10,781 PY2023
- E•••••• Inc. Investment Trust Sched. D M $7.4M PY2023
- C••••• S••••• codes 11 PY2023
- E•••••• Inc. Investment Trust Sched. D M $6.9M PY2022
- C••••• S••••• codes 11 PY2022
What changed
4 events
- Mar 31, 2025Assets changedE•••••• H••••• E••••••••• P•••••• P••• total assets $7M -> $519,883 (-93.0%, 2024-03-31 to 2025-03-31)
- Dec 31, 2024Consultant changedinferenceC••••• S••••• appears on E•••••• H••••• E••••••••• P•••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)with C••••• S•••••askebsa.dol.gov
- Apr 1, 2023Funded status changedE•••••• H••••• E••••••••• P•••••• P••• funded ratio 106.4% -> 109.9% (2022-04-01 to 2023-04-01)
- Apr 1, 2023Assets changedE•••••• H••••• E••••••••• P•••••• P••• plan assets $8M -> $7M (-14.3%, 2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 952388156-004
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.