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
A••••••••• P•••••• P•••
Corporate pensionRochester, NY
Assets
$1,226
Total assets, Dec 31, 2023 reported
Funded
107.2%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: A•••••••••
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.8%
- Registered investment companies 98.2%
Consultants and advisers
1 firms
- B••••••• M••••••••• I•• Actuarythrough Dec 31, 2022 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
22 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 Dec 31, 2023 | 104 | $4.1M | $2.9M | 107.2% | $1,226 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 249 | $13.2M | $9.6M | 125.3% | $4.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Bonadio & Co., LLP codes 10 $30,650 PY2023
- B••••••• M••••••••• I•• codes 11 $22,625 PY2023
- Jackson Lewis, PC codes 29 $18,821 PY2023
- Alesco Advisors codes 26 $6,368 PY2023
- M&t Investment Group codes 20 $4,933 PY2023
- B••••••• M••••••••• I•• codes 11 PY2023
- Alesco Advisors codes 20 $23,815 PY2022
- B••••••• M••••••••• I•• codes 11 $12,150 PY2022
- M&t Investment Group codes 26 $10,052 PY2022
- Mengel Metzger Barr & Co LLP codes 10 $6,350 PY2022
- B••••••• M••••••••• I•• codes 11 PY2022
What changed
3 events
- Dec 31, 2023Assets changedA••••••••• P•••••• P••• total assets $4M -> $1,226 (-100.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedA••••••••• P•••••• P••• funded ratio 125.3% -> 107.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedA••••••••• P•••••• P••• plan assets $13M -> $4M (-68.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 160743906-001
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.