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
I••••• R••••••••• P•••
Corporate pensionNashville, TN
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
118.7%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: I••••• I••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Interest-bearing cash 7.5%
- Non-interest-bearing cash 0.7%
- Corporate debt instruments (other) 73.4%
- U.S. Government securities 15.2%
- Other investments 3.2%
Consultants and advisers
3 firms
- W••••• T••••• W••••• U• L•• Pension consultantthrough Dec 31, 2023 Form 5500
- F•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- J••• H•••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- L•••••• S••••• • C••••••• L•••plan years 2022
- E•••••• P•••••••plan years 2022
- L•••• a•• G•••••• I••••••••• 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
18 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 | 1,684 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,322 | $354M | $283M | 118.7% | $158M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- J••• H•••••• Retirement Svcs codes 11 15 62 64 $335,400 PY2023
- Fund Evaluation Group codes 27 70 $124,545 PY2023
- W••••• T••••• W••••• codes 17 $95,832 PY2023
- L•••• a•• G•••••• I••••••••• M••••• codes 51 $89,692 PY2023
- L••••• S••••• and Company L.P. codes 51 $71,741 PY2023
- Fund Evaluation Group codes 27 70 $189,992 PY2022
- L•••• a•• G•••••• I••••••••• M••••• codes 51 $173,978 PY2022
- L••••• S••••• and Company L.P. codes 51 $148,092 PY2022
- J••• H•••••• Retirement Svcs codes 11 15 62 64 $139,250 PY2022
- Pricewaterhousecoopers LLP codes 10 $49,000 PY2022
- E•••••• P•••••••, LLC codes 51 $29,606 PY2022
- Mutual of Omaha Insurance Company codes 73 $6,900 PY2022
- DTC International Equity Coll Inv Sched. D C PY2022
- L••••• S••••• Long Duration Bond Tr Sched. D C PY2022
- DTC Core Active Fixed Income Collec Sched. D C PY2022
- DTC Short Duration Fixed Income Col Sched. D C PY2022
- DTC U.S. Active Equity Collective I Sched. D C PY2022
- J••• H•••••• codes 11 PY2022
What changed
2 events
- Dec 31, 2023Consultant changedinferenceW••••• T••••• W••••• appears on I••••• R••••••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with W••••• T••••• W••••• U• L••askebsa.dol.gov
- Dec 31, 2023Assets changedI••••• R••••••••• P••• total assets $158M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 620673043-001
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.