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
F•••• U••••• C••••••••• P•••••• P•••
Corporate pensionOakland, MD
Assets
$55.7M
Total assets, Dec 31, 2024 reported
Funded
89.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: F•••• U••••• C•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.1%
- Corporate debt instruments (other) 23.6%
- U.S. Government securities 5.7%
- Employer securities 11.8%
- Registered investment companies 32.5%
- Common stock 22.9%
- Preferred stock 0.5%
Consultants and advisers
3 firms
- F•••• U••••• C••••••••• Trusteethrough Dec 31, 2022 Form 5500
- C••• R•• Actuarythrough Dec 31, 2022 Form 5500
- C••• B••••••• • I•••••••• S••••••• 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
31 readings
Investment management fees
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 | 335 | $51.8M | $37.3M | 89.7% | $55.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 337 | $48.2M | $36.9M | 84.2% | $51.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 426 | $59.7M | $37.4M | 107.3% | $48.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- F•••• United Trust & Investments codes 21 27 $354,641 PY2024
- C••• B••••••• & Ins Svcs of MD codes 11 $44,180 PY2024
- SEK Cpa's & Advisors codes 10 $11,422 PY2024
- C••• B••••••• • I•••••••• S•••••••, codes 11 PY2024
- F•••• United Trust & Investments codes 21 27 $320,140 PY2023
- C••• B••••••• & Ins Svcs of MD codes 11 $40,692 PY2023
- SEK Cpa's & Advisors codes 10 $10,578 PY2023
- C••• B••••••• • I•••••••• S•••••••, codes 11 PY2023
- F•••• United Trust & Investments codes 21 27 $349,595 PY2022
- C••• B••••••• & Ins Svcs of MD codes 11 $30,983 PY2022
- Smith, Elliott, Kearns & Co. LLC codes 10 $9,500 PY2022
- C••• B••••••• • I•••••••• S•••••••, codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedF•••• U••••• C••••••••• P•••••• P••• funded ratio 84.2% -> 89.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedF•••• U••••• C••••••••• P•••••• P••• funded ratio 107.3% -> 84.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedF•••• U••••• C••••••••• P•••••• P••• plan assets $60M -> $48M (-19.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 521380770-001
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.