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

L•••• U••• P•••••• P•••

Corporate pensionDanbury, CT
Assets
$2.1B
Total assets, Dec 31, 2024 reported
Funded
103.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
10
1 managers on Schedule C
Plan sponsor: L•••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.2%
  • Non-interest-bearing cash 0.3%
  • Corporate debt instruments (other) 12.3%
  • Corporate debt instruments (preferred) 0.0%
  • U.S. Government securities 4.0%
  • Other investments 0.9%
  • Partnership/joint venture interests 6.1%
  • Common/collective trusts 66.2%
  • Registered investment companies 8.2%
  • Common stock 0.0%
  • Preferred stock 0.0%
Consultants and advisers
3 firms
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
Commitments
10 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024R•••••• 1••• G••••• I•••• F•••collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$513M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N• C••••••••• R•••••• 1••• V•••• i•collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$225M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024M•••• C••••••••• I••••••••• T••••collective trustG••••• T•••• C••••••Pooled vehicles$213M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B••• W•••••••• A•••• M•••••••••collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$142M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N• C••••••••• S•• 5•• I•••• F•••collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$133M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023R•••••• 1••• G••••• I•••• F•••collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$400M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023M•••• C••••••••• I••••••••• T••••collective trustG••••• T•••• C••••••Pooled vehicles$199M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N• C••••••••• R•••••• 1••• V•••• i•collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$197M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B••• W•••••••• A•••• M•••••••••collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$154M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N• C••••••••• S•• 5•• I•••• F•••collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$107M heldDisclosed holdingaskebsa.dol.gov
Size and funding
22 readings
Total assets
$2.1B Dec 31, 2024 reported Form 5500
$2.0B (2023-12)
Plan assets
$2.0B Jan 1, 2024 reported Form 5500
$1.8B (2023-01)
Net assets
$2.1B Dec 31, 2024 reported Form 5500
$1.9B (2023-12)
Funded ratio
103.4% Jan 1, 2024 reported Form 5500
103.3% (2023-01)
Funding target
$1.9B Jan 1, 2024 reported Form 5500
$1.9B (2023-01)
Discount rate
5.08% Jan 1, 2024 reported Form 5500
5.20% (2023-01)
Participants
17,768 Jan 1, 2024 reported Form 5500
17,449 (2023-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12)
Benefits paid
$133M Dec 31, 2024 reported Form 5500
$133M (2023-12)
Net investment income
$119M Dec 31, 2024 reported Form 5500
$157M (2023-12)
Investment management fees
$4.2M Dec 31, 2024 reported Form 5500
$4.6M (2023-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202417,768$2.0B$1.9B103.4%$2.1B$126M$0$0
2023 to Dec 31, 202317,449$1.8B$1.9B103.3%$2.0B$147M$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 061249050-335
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.