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
P•••••• P••• o• G•••• C••• C••••••
Corporate pensionG•••• C•••, PA
Assets
$14.0M
Total assets, Jun 30, 2025 reported
Funded
102.6%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
6
none on the tape
Plan sponsor: G•••• C••• C••••••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Common/collective trusts 84.0%
- Registered investment companies 16.0%
Consultants and advisers
3 firms
- G••••••• Y•••• • F••• L•• General consultantthrough Jun 30, 2023 Form 5500
- B••• G•••••• L•• Actuarythrough Jun 30, 2023 Form 5500
- B••• o• N•• Y••• M••••• Custodianthrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- B•• M•••••3 rows, latest Jun 30, 2025
- L•••• a•• G••••••3 rows, latest Jun 30, 2025
From Schedule C (investment management, code 28)
- L•••• • G•••••• I•• M••• A••••••plan years 2024
- H•••••• C••••••••• • C••plan years 2023
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 Jun 30, 2025 | C••••••••• T•••• G••••••••• S•••collective trust | B•• M••••• | Pooled vehicles | $337,885 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | L•• L•••••••• C••• C•• F•••collective trust | L•••• a•• G•••••• | Pooled vehicles | $8.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | L•• L•••••••• T••••••• C•• F•••collective trust | L•••• a•• G•••••• | Fixed income | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | L••• L•••••••• C•••••••• C•• F•••collective trust | L•••• a•• G•••••• | Pooled vehicles | $416,606 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | C••••••••• T•••• G••••••••• S•••collective trust | B•• M••••• | Pooled vehicles | $331,758 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | C••••••••• T•••• G••••••••• S•••collective trust | B•• M••••• | Pooled vehicles | $122,823 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$83,719 (2024-06) · $86,234 (2023-06)
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 Jun 30, 2025 | 276 | $15.0M | $14.1M | 102.7% | $14.0M | $0 | n/a | n/a |
| 2023 to Jun 30, 2024 | 297 | $14.7M | $14.9M | 104.6% | $15.0M | $345,048 | n/a | n/a |
| 2022 to Jun 30, 2023 | 315 | $14.3M | $15.5M | 101.0% | $14.7M | $547,207 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- B••• G•••••• L•• codes 11 15 17 50 99 $119,100 PY2024
- H••••• C•••••••• & Co. codes 28 50 $75,654 PY2024
- The B••• o• N•• Y••• M••••• codes 18 21 50 $23,903 PY2024
- L•••• & G•••••• Investment M••• codes 28 50 $23,597 PY2024
- G•••••••, Y•••• & F••• LLP codes 10 50 $12,322 PY2024
- L•••• & G•••••• L•••••••• T••••••• Sched. D C $2.3M PY2024
- G••••••••• Short Term Investment Sched. D C $337,885 PY2024
- L•••• & G•••••• L•••••••• C•••••••• Sched. D C $8.7M PY2024
- L•••• & G•••••• L••• L•••••••• Corp Sched. D C $416,606 PY2024
- B••• G•••••• L•• codes 11 PY2024
- B••• G•••••• L•• codes 11 15 17 50 $95,195 PY2023
- H••••• C•••••••• & Co. codes 28 50 51 $70,849 PY2023
- The B••• o• N•• Y••• M••••• codes 18 21 50 $17,156 PY2023
- L•••• & G•••••• Investment M••• codes 28 51 $12,365 PY2023
- G••••••••• Short Term Investment Sched. D C $331,758 PY2023
- B••• G•••••• L•• codes 11 PY2023
- B••• G•••••• L•• codes 11 15 17 50 $93,671 PY2022
- H••••• C•••••••• & Co. codes 28 50 51 $66,315 PY2022
- The B••• o• N•• Y••• M••••• codes 18 21 50 $16,738 PY2022
- G••••••• Y•••• • F••• L•• codes 10 16 50 $11,145 PY2022
- G••••••••• Short Term Investment Sched. D C $122,823 PY2022
- B••• G•••••• L•• codes 11 PY2022
What changed
6 events
- Jun 30, 2025Holding startedP•••••• P••• o• G•••• C••• C•••••• first reports an interest in L••• L•••••••• C•••••••• C•• F••• (L•••• a•• G••••••): $416,606 at 2025-06-30with L•••• a•• G••••••askebsa.dol.gov
- Jun 30, 2025Holding startedP•••••• P••• o• G•••• C••• C•••••• first reports an interest in L•• L•••••••• C••• C•• F••• (L•••• a•• G••••••): $9M at 2025-06-30with L•••• a•• G••••••askebsa.dol.gov
- Jun 30, 2025Holding startedP•••••• P••• o• G•••• C••• C•••••• first reports an interest in L•• L•••••••• T••••••• C•• F••• (L•••• a•• G••••••): $2M at 2025-06-30with L•••• a•• G••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedL•••• & G•••••• Investment M••• appears on P•••••• P••• o• G•••• C••• C••••••'s Schedule C as investment manager (plan year 2023 vs 2022)with L•••• • G•••••• I•• M••• A••••••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceG••••••• Y•••• • F••• L•• no longer appears on P•••••• P••• o• G•••• C••• C••••••'s Schedule C as general consultant (plan year 2023 vs 2022)with G••••••• Y•••• • F••• L••askebsa.dol.gov
- Jul 1, 2023Funded status changedP•••••• P••• o• G•••• C••• C•••••• funded ratio 101.0% -> 104.6% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 251065148-001
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.