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••••••••• R•• P••• o• t•• B••••• • L••••
Corporate pensionB•••• R••••, LA
Assets
$43.3M
Total assets, Dec 31, 2024 reported
Funded
96.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: B•••• R•••• W•••• W•••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.8%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 27.2%
- U.S. Government securities 8.9%
- Employer securities 0.7%
- Other investments 56.7%
- Registered investment companies 3.5%
Consultants and advisers
2 firms
- M••••• Actuarythrough Dec 31, 2022 Form 5500
- B••• o• A•••••• Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- M•••••• L••••••••• • S••••plan years 2022
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
33 readings
Investment management fees
$175,269 (2023-12) · $186,379 (2022-12)
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 | 171 | $39.6M | $30.1M | 96.6% | $43.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 181 | $35.7M | $28.3M | 101.7% | $39.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 195 | $48.5M | $31.5M | 104.3% | $35.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••• L•••• codes 51 52 60 62 71 $195,644 PY2024
- B••• o• A•••••• codes 21 $193,690 PY2024
- M••••• codes 11 50 $181,732 PY2024
- Hawthorn, Waymouth & Carroll, LLP codes 10 50 $12,250 PY2024
- M••••• codes 11 PY2024
- M•••••• L•••• codes 51 52 56 60 62 71 $175,179 PY2023
- M••••• codes 11 50 $152,750 PY2023
- B••• o• A•••••• codes 21 $138,749 PY2023
- Hawthorn, Waymouth & Carroll, LLP codes 10 50 $11,950 PY2023
- M••••• codes 11 PY2023
- M•••••• L•••• codes 51 52 56 60 62 71 $186,449 PY2022
- M••••• codes 11 50 $179,250 PY2022
- B••• o• A•••••• codes 21 $161,228 PY2022
- Hawthorn, Waymouth & Carroll, LLP codes 10 50 $11,400 PY2022
- M••••• codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedC••••••••• R•• P••• o• t•• B••••• • L•••• funded ratio 101.7% -> 96.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedC••••••••• R•• P••• o• t•• B••••• • L•••• plan assets $36M -> $40M (+10.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedC••••••••• R•• P••• o• t•• B••••• • L•••• total assets $36M -> $40M (+11.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedC••••••••• R•• P••• o• t•• B••••• • L•••• funded ratio 104.3% -> 101.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedC••••••••• R•• P••• o• t•• B••••• • L•••• plan assets $48M -> $36M (-26.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 720127240-001
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.