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
U••••••• C••••••••• R••••••••• P•••
Corporate pensionWilmington, MA
Assets
$2.5M
Total assets, Feb 27, 2025 reported
Funded
78.3%
Feb 28, 2024
Private markets target
n/a
policy Feb 27, 2025
Commitments
0
none on the tape
Plan sponsor: U••••••• C•••••••••
Allocation policy
Form 5500, as of Feb 27, 2025
Actual allocation lines without a target (as filed)
- Insurance company general account 99.5%
Consultants and advisers
1 firms
- E•••••• Actuarythrough Feb 27, 2023 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
30 readings
Net investment income
$-127,881 (2024-02) · $-489,443 (2023-02)
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 Feb 27, 2025 | 199 | $3.0M | $3.8M | 78.3% | $2.5M | n/a | n/a | n/a |
| 2023 to Feb 27, 2024 | 201 | $3.1M | $3.9M | 79.8% | $3.0M | n/a | n/a | n/a |
| 2022 to Feb 27, 2023 | 219 | $3.6M | $4.0M | 84.5% | $3.1M | n/a | n/a | n/a |
What changed
3 events
- Feb 27, 2025Assets changedU••••••• C••••••••• R••••••••• P••• total assets $3M -> $3M (-16.3%, 2024-02-27 to 2025-02-27)
- Feb 28, 2023Funded status changedU••••••• C••••••••• R••••••••• P••• funded ratio 84.5% -> 79.8% (2022-02-28 to 2023-02-28)
- Feb 28, 2023Assets changedU••••••• C••••••••• R••••••••• P••• plan assets $4M -> $3M (-13.6%, 2022-02-28 to 2023-02-28)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042103460-002
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.