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
O••••••• • H••••••••• A••••••••• o• S•••••••• V•••••••• I••• C••• B•••••• P•••
Corporate pensionRoanoke, VA
Assets
$8.7M
Total assets, Dec 31, 2024 reported
Funded
137.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: O••••••• • H••••••••• A••••••••• o• S•••••••• V•••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 100.0%
Consultants and advisers
1 firms
- F••••••• I••••••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- F••••••• I••••••••• A•••• M•••3 rows, latest Dec 31, 2024
Commitments
3 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 Dec 31, 2024 | F••• 7•••• C••••••••• P•••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $8.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | F••• 7•••• C••••••••• P•••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $5.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• 7•••• C••••••••• P•••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
20 readings
Total assets
Net assets
Contributions
Benefits paid
Net investment income
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 | 129 | $7.2M | $5.2M | 137.2% | $8.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 115 | $4.7M | $2.8M | 164.2% | n/a | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 114 | $3.1M | $2.0M | 154.9% | n/a | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- F••• 7•••• C••••••••• P••• Sched. D C $8.7M PY2024
- F••••••• I••••••••• codes 11 PY2024
- F••• 7•••• C••••••••• P••• Sched. D C $5.9M PY2023
- F••••••• I••••••••• codes 11 PY2023
- F••• 7•••• C••••••••• P••• Sched. D C $3.2M PY2022
- F••••••• I••••••••• codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedO••••••• • H••••••••• A••••••••• o• S•••••••• V•••••••• I••• C••• B•••••• P••• funded ratio 164.2% -> 137.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedO••••••• • H••••••••• A••••••••• o• S•••••••• V•••••••• I••• C••• B•••••• P••• plan assets $5M -> $7M (+53.8%, 2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedO••••••• • H••••••••• A••••••••• o• S•••••••• V•••••••• I••• C••• B•••••• P••• funded ratio 154.9% -> 164.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedO••••••• • H••••••••• A••••••••• o• S•••••••• V•••••••• I••• C••• B•••••• P••• plan assets $3M -> $5M (+52.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 541922084-002
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.