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
W• W• N••••• a•• C••••••• I••• R••••••••• I••••• P•••
Corporate pensionNEW York, NY
Assets
$13.5M
Total assets, Mar 31, 2025 reported
Funded
78.2%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
2
none on the tape
Plan sponsor: W••• N••••• a•• C••••••• I•••
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- C•••on/collective trusts 99.8%
Consultants and advisers
2 firms
- F••••••• I••••••••• Actuarythrough Mar 31, 2025 Form 5500
- E•••••• Actuarythrough Mar 31, 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
- F••••••• I••••••••• A•••• M•••2 rows, latest Mar 31, 2025
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 Mar 31, 2025 | F••• P•••••• J•••••• 7•••• C••• P••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $13.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | F••• P•••••• J•••••• 7•••• C••• P••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $13.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Net investment income
$-379,051 (2024-03) · $-159,612 (2023-03)
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 | 462 | $13.7M | $17.6M | 78.2% | $13.5M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 472 | $13.3M | $17.9M | 80.6% | $13.7M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 463 | $14.6M | $17.8M | 81.7% | $14.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Pension J•••••• 70/30 C•••ingled Po Sched. D C $13.4M PY2024
- F••••••• I••••••••• codes 11 PY2024
- Prudential Retirement Insurance and codes 15 50 $267,547 PY2023
- Pension J•••••• 70/30 C•••ingled Po Sched. D C $13.2M PY2023
- E•••••• codes 11 PY2023
- Prudential Retirement Ins & Annuity codes 13 $188,497 PY2022
- E•••••• codes 11 PY2022
What changed
1 events
- Apr 1, 2024Funded status changedW• W• N••••• a•• C••••••• I••• R••••••••• I••••• P••• funded ratio 80.6% -> 78.2% (2023-04-01 to 2024-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135283680-002
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.