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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Corporate pension
R••••••••• I••••• P••• f•• E•••••••• o• W•••••••• R••••• C•••••••••
Corporate pensionW••••••••, VT
Assets
$9.8M
Total assets, Dec 31, 2023 reported
Funded
119.5%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2023
Commitments
2
none on the tape
Plan sponsor: W•••••••• R••••• C•••••••••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Pooled separate accounts 100.0%
Consultants and advisers
1 firms
- P•••••••• F•••••••• G•••• 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
- P••••••••2 rows, latest Dec 31, 2023
Commitments
2 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, 2023 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $9.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $10.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
16 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 209 | n/a | n/a | n/a | $9.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 212 | $10.8M | $8.8M | 119.5% | $10.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••••• Life Insurance Company codes 13 50 64 $149,749 PY2023
- P••• L••••• A••••• S•• A••••• Sched. D P $9.8M PY2023
- P•••••••• Life Insurance Company codes 13 50 64 $66,500 PY2022
- Gallagher Flynn & Co LLP codes 10 50 $11,000 PY2022
- P••• Smcap S&p 600 Index Sa-Z Sched. D P PY2022
- P••• Midcap S&p 400 Idx Sa-Z Sched. D P PY2022
- P••• Core Fix Inc Sep A••••• Sched. D P PY2022
- P••• Intl Equity Index Sa-Z Sched. D P PY2022
- P••• Bond Market Index Sa-Z Sched. D P PY2022
- P••• Short-Term I••••• Sa-Z Sched. D P PY2022
- P••• L••••• A••••• S•• A••••• Sched. D P $10.0M PY2022
- P••• Core Plus Bond Sep A••••• Sched. D P PY2022
- P••• Lgcp S&p 500 Index Sa-Z Sched. D P PY2022
- P•••••••• F•••••••• G•••• codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 030220066-001
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.