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
S••• M••••••••• S••••••• • N•••••••• H••••• E•••••••• D•••••• B•••••• P•••••• P•••
Corporate pensionSmithville, TN
Assets
$13.0M
Total assets, Dec 31, 2024 reported
Funded
92.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: S••• M••••••••• I••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Registered investment companies 99.2%
Consultants and advisers
2 firms
- N••••••• T•••• C•• Trusteethrough Dec 31, 2022 Form 5500
- S••• P•••••• R•••••••• I••• Actuarythrough Dec 31, 2022 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
- N••••••• T•••• C••••••••• E••• I•••2 rows, latest Dec 31, 2023
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, 2023 | N• C••••••••• S•••• T••• I•••••••••collective trust | N••••••• T•••• C••••••••• E••• I••• | Cash | $692,555 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | N• C••••••••• S•••• T••• I•••••••••collective trust | N••••••• T•••• C••••••••• E••• I••• | Cash | $615,265 held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 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 Dec 31, 2024 | 352 | $12.8M | $14.0M | 92.1% | $13.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 357 | $12.3M | $14.1M | 92.4% | $12.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 358 | $14.9M | $13.8M | 100.0% | $12.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S••• Pension R••••••••, Inc. codes 11 $58,563 PY2024
- N••••••• Trust Company codes 21 $55,923 PY2024
- C••••••••• S••••-T••• Invstmnt Fund Sched. D C PY2024
- S••• Pension R••••••••, Inc. codes 11 PY2024
- N••••••• Trust Company codes 21 $66,919 PY2023
- S••• Pension R••••••••, Inc. codes 11 $34,630 PY2023
- C••••••••• S••••-T••• Invstmnt Fund Sched. D C $692,555 PY2023
- S••• Pension R••••••••, Inc. codes 11 PY2023
- S••• Pension R••••••••, Inc. codes 11 $46,875 PY2022
- N••••••• Trust Company codes 21 $43,308 PY2022
- C••••••••• S••••-T••• Invstmnt Fund Sched. D C $615,265 PY2022
- S••• Pension R••••••••, Inc. codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedS••• M••••••••• S••••••• • N•••••••• H••••• E•••••••• D•••••• B•••••• P•••••• P••• funded ratio 100.0% -> 92.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedS••• M••••••••• S••••••• • N•••••••• H••••• E•••••••• D•••••• B•••••• P•••••• P••• plan assets $15M -> $12M (-17.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 431508488-002
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.