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
B••••••• W•••• C••••••••• U•• R••••••••• I••••• P•••
Corporate pensionAmbler, PA
Assets
$79.3M
Total assets, Dec 31, 2024 reported
Funded
132.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: B••••••• W•••• C•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.4%
- Other investments 0.7%
- Registered investment companies 68.7%
- Common stock 26.3%
Consultants and advisers
3 firms
- F•••• S•••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- P•• B•••• N••••••• A••••••••• Trusteethrough Dec 31, 2022 Form 5500
- A•• C••••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on Schedule C
From Schedule C (investment management, code 28)
- M•••••• I••••••••• A•••••••• L••plan years 2022
- D••••••• C•••••• M••••• A•••••• I••plan years 2022
- G•••••• W•••• a•• K•••••plan years 2022
- N•••••••• B•••••plan years 2022
- H•••••• L•••••• L•plan years 2022
- P•••• C•••••• M•••••••••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
$112,741 (2023-12) · $138,595 (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 | 1,156 | $72.2M | $55.1M | 132.1% | $79.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,171 | $63.8M | $54.4M | 129.2% | $72.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,181 | $76.2M | $52.6M | 133.9% | $63.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- PNC B••• codes 21 50 51 62 68 $249,873 PY2024
- G•••••• W•••• a•• K••••• codes 28 50 51 $16,746 PY2024
- H•••••• L•••••• codes 28 50 51 $14,663 PY2024
- M•••••• I••••••••• A•••••••• L•• codes 28 50 51 $14,173 PY2024
- A•• C••••••••• I••• codes 11 PY2024
- PNC B••• codes 21 50 51 62 68 $185,083 PY2023
- F•••• S•••••• and Co codes 27 50 51 $24,752 PY2023
- P•••• C•••••• M•••••••••, LLC codes 28 50 51 $21,834 PY2023
- M•••••• I••••••••• A•••••••• L•• codes 28 50 51 $19,916 PY2023
- G•••••• W•••• a•• K••••• codes 28 50 51 $15,081 PY2023
- D••••••• C•••••• M••••• A•••••• I•• codes 28 50 51 $14,465 PY2023
- H•••••• L•••••• codes 28 50 51 $9,930 PY2023
- N•••••••• and B••••• codes 28 50 51 $6,763 PY2023
- A•• C••••••••• I••• codes 11 PY2023
- PNC B••• codes 21 50 51 62 68 $175,860 PY2022
- P•••• C•••••• M•••••••••, LLC codes 28 50 51 $32,373 PY2022
- F•••• S•••••• and Co codes 27 50 51 $32,160 PY2022
- M•••••• I••••••••• A•••••••• L•• codes 28 50 51 $21,763 PY2022
- D••••••• C•••••• M••••• A•••••• I•• codes 28 50 51 $18,967 PY2022
- G•••••• W•••• a•• K••••• codes 28 50 51 $15,561 PY2022
- N•••••••• and B••••• codes 28 50 51 $8,938 PY2022
- H•••••• L•••••• codes 28 50 51 $8,833 PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
9 events
- Dec 31, 2024Manager relationship endedinferenceN•••••••• and B••••• no longer appears on B••••••• W•••• C••••••••• U•• R••••••••• I••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with N•••••••• B•••••askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceP•••• C•••••• M•••••••••, LLC no longer appears on B••••••• W•••• C••••••••• U•• R••••••••• I••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with P•••• C•••••• M•••••••••askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceD••••••• C•••••• M••••• A•••••• I•• no longer appears on B••••••• W•••• C••••••••• U•• R••••••••• I••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with D••••••• C•••••• M••••• A•••••• I••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceF•••• S•••••• and Co no longer appears on B••••••• W•••• C••••••••• U•• R••••••••• I••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with F•••• S••••••askebsa.dol.gov
- Jan 1, 2024Funded status changedB••••••• W•••• C••••••••• U•• R••••••••• I••••• P••• funded ratio 129.2% -> 132.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedB••••••• W•••• C••••••••• U•• R••••••••• I••••• P••• plan assets $64M -> $72M (+13.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedB••••••• W•••• C••••••••• U•• R••••••••• I••••• P••• total assets $64M -> $72M (+13.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedB••••••• W•••• C••••••••• U•• R••••••••• I••••• P••• funded ratio 133.9% -> 129.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedB••••••• W•••• C••••••••• U•• R••••••••• I••••• P••• plan assets $76M -> $64M (-16.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 232384646-003
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.