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
C••••••• C••••••••• R••••••••• I••••• P••• f•• E•••••••• i• C••••••••• B••••••••• U•••
Corporate pensionSidney, OH
Assets
$62.0M
Total assets, Sep 30, 2025 reported
Funded
111.6%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
6
none on the tape
Plan sponsor: C••••••• S••••• C••••••••• L•
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 24.1%
- U.S. Government securities 8.3%
- Other investments 4.4%
- Common/collective trusts 62.6%
Consultants and advisers
4 firms
- C••••••••• P•••••••• L•• Investment adviser (plan)through Sep 30, 2024 Form 5500
- N••••••• T•••• C•• Trusteethrough Sep 30, 2024 Form 5500
- T••••• W••••• P••••••••• I••• Actuarythrough Sep 30, 2023 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Sep 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
- N••••••• T•••• C••••••••• E••• I•••2 rows, latest Sep 30, 2024
Commitments
6 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 Sep 30, 2025 | N• C••••••••• S•••• T••• I••• F•collective trust | N••••••• Trust Investments, Inc. | Cash | $683,949 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | D• G••••• P••••••••collective trust | Great Gray Trust Co | Pooled vehicles | $38.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | N• C••••••••• S•••• T••• I•••••••••collective trust | N••••••• T•••• C••••••••• E••• I••• | Cash | $947,472 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | D• G••••• P••••••••collective trust | Great Gray Trust Co | Pooled vehicles | $36.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | D• G••••• P••••••••collective trust | Great Gray Trust Co | Pooled vehicles | $32.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | N• C••••••••• S•••• T••• I•••••••••collective trust | N••••••• T•••• C••••••••• E••• I••• | Cash | $1.4M held | Disclosed holding | askebsa.dol.gov |
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 Sep 30, 2025 | 1,447 | $60.6M | $41.0M | 111.6% | $62.0M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 1,510 | $53.9M | $41.0M | 124.3% | $60.6M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 1,549 | $51.6M | $39.9M | 124.8% | $54.5M | n/a | $0 | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• codes 11 49 $163,316 PY2024
- Captrust Advisors codes 27 $159,901 PY2024
- N••••••• Trust Company codes 21 28 $74,092 PY2024
- MFO Great Gray C••••••••• Db G••••• Sched. D C $38.1M PY2024
- N• C••••••••• S•••• T••• I••• F• Sched. D C $683,949 PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- N••••••• Trust codes 21 28 $128,775 PY2023
- W••••• T••••• W••••• codes 11 49 $106,150 PY2023
- Emerson codes 15 49 $83,542 PY2023
- Captrust Advisors codes 27 $46,251 PY2023
- Grant Thornton LLP codes 10 $10,000 PY2023
- N• C••••••••• S•••• T••• I••• F• Sched. D C $947,472 PY2023
- MFO Great Gray C••••••••• Db G••••• Sched. D C $36.8M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- Bryan Cave LLP codes 29 $26,838 PY2022
- W••••• T••••• W••••• codes 11 $17,356 PY2022
- Grant Thornton LLP codes 10 $14,350 PY2022
- MFO Great Gray C••••••••• Db G••••• Sched. D C $32.3M PY2022
- N• C••••••••• S•••• T••• I••• F• Sched. D C $1.4M PY2022
- Emerson Electric Master Trust Sched. D M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
5 events
- Oct 1, 2024Funded status changedC••••••• C••••••••• R••••••••• I••••• P••• f•• E•••••••• i• C••••••••• B••••••••• U••• funded ratio 124.3% -> 111.6% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedC••••••• C••••••••• R••••••••• I••••• P••• f•• E•••••••• i• C••••••••• B••••••••• U••• plan assets $54M -> $61M (+12.4%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedC••••••• C••••••••• R••••••••• I••••• P••• f•• E•••••••• i• C••••••••• B••••••••• U••• total assets $54M -> $61M (+11.3%, 2023-09-30 to 2024-09-30)
- Dec 31, 2023Manager relationship startedN••••••• Trust appears on C••••••• C••••••••• R••••••••• I••••• P••• f•• E•••••••• i• C••••••••• B••••••••• U•••'s Schedule C as investment manager (plan year 2023 vs 2022)with N••••••• T•••• C••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceCaptrust Advisors appears on C••••••• C••••••••• R••••••••• I••••• P••• f•• E•••••••• i• C••••••••• B••••••••• U•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with C••••••••• P•••••••• L••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 344210902-007
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.