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.
Corporate pension
United States Golf Association Defined Benefit Pension Plan
Corporate pensionFAR Hills, NJ
Assets
$57.2M
Total assets, Nov 30, 2024 reported
Funded
80.5%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2024
Commitments
1
none on the tape
Plan sponsor: United States Golf Association
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 0.5%
- Registered investment companies 98.6%
Consultants and advisers
2 firms
- Transamerica Retirement Solutions Actuarythrough Nov 30, 2023 Form 5500
- Transamerica Actuarythrough Nov 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Transamerica1 rows, latest Nov 30, 2024
Commitments
1 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 Nov 30, 2024 | Transamerica Collective Trust Fundscollective trust | Transamerica | Pooled vehicles | $307,005 held | Disclosed holding | askebsa.dol.gov |
Size and funding
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 197 | $49.6M | $54.1M | 80.5% | $57.2M | n/a | n/a | n/a |
| 2022 to Nov 30, 2023 | 199 | $47.8M | $52.4M | 84.7% | $49.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $100,364 PY2023
- National Financial Services codes 33 71 PY2023
- Transamerica Collective Trust Funds Sched. D C $307,005 PY2023
- Transamerica codes 11 PY2023
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $133,594 PY2022
- National Financial Services codes 33 71 PY2022
- Transamerica Collective Trust Funds Sched. D C PY2022
- Transamerica codes 11 PY2022
What changed
2 events
- Nov 30, 2024Assets changedUnited States Golf Association Defined Benefit Pension Plan total assets $50M -> $57M (+15.2%, 2023-11-30 to 2024-11-30)
- Dec 1, 2023Funded status changedUnited States Golf Association Defined Benefit Pension Plan funded ratio 84.7% -> 80.5% (2022-12-01 to 2023-12-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131427105-001
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.