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
C••••••••• C••• B•••••• P•••••• P••• f•• B••••••••• U••• E••••••••
Corporate pensionKennett Square, PA
Assets
$97.4M
Total assets, Dec 31, 2024 reported
Funded
95.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: C••••••••• E••••• G••••••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 90.0%
Consultants and advisers
3 firms
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
- N••••••• T•••• C•• Custodianthrough Dec 31, 2022 Form 5500
- W••••• T••••• W••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- B•••••••• F•••••••• M••••••••• I••plan years 2024
- B•••••••• I••••••••• T•••• C••••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
$508,157 (2023-12) · $384,520 (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 | 1,202 | $84.3M | $68.1M | 95.3% | $97.4M | n/a | $87.7M | n/a |
| 2023 to Dec 31, 2023 | 1,138 | $70.9M | $56.2M | 116.6% | $84.4M | n/a | $75.0M | n/a |
| 2022 to Dec 31, 2022 | 968 | $70.4M | $59.3M | 97.6% | $71.1M | n/a | $60.1M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Alight Solutions LLC codes 15 $804,138 PY2024
- C••••••••• E••••• G••••••••• L•• codes 49 $244,742 PY2024
- W••••• T••••• W••••• U• L•• codes 11 $73,497 PY2024
- N••••••• Trust Corporation codes 19 21 51 62 68 $20,198 PY2024
- Mitchell & Titus, LLP codes 10 $17,297 PY2024
- B•••••••• F•••••••• M••••••••• I•• codes 28 51 52 $11,224 PY2024
- C••• B•••••• Liability Hedge Fixed Sched. D M $3.6M PY2024
- C••• Pool Sched. D M $8.6M PY2024
- Equity Sched. D M $40.0M PY2024
- Intermediate Credit Pool Sched. D M $17.2M PY2024
- Liquid Real Estate Pool Sched. D M $3.9M PY2024
- NON Directional Pool Sched. D M $3.7M PY2024
- Private Credit Pool Sched. D M $2.3M PY2024
- Private Equity Legacy Pool Sched. D M $51,492 PY2024
- Private Equity New Pool Sched. D M $815,891 PY2024
- Real Estate Legacy Pool Sched. D M $22,567 PY2024
- Real Estate New Pool Sched. D M $724,875 PY2024
- Return Generating Fixed Income Sched. D M $6.8M PY2024
- W••••• T••••• W••••• codes 11 PY2024
- Alight Solutions LLC codes 15 $192,389 PY2023
- W••••• T••••• W••••• U• L•• codes 11 $152,631 PY2023
- C••••••••• E••••• G••••••••• L•• codes 49 $121,564 PY2023
- N••••••• Trust Corporation codes 19 21 51 62 68 $9,075 PY2023
- C••• B•••••• Liability Hedge Fixed Sched. D M $3.8M PY2023
- C••• Pool Sched. D M $96,241 PY2023
- Equity Sched. D M $43.2M PY2023
- Intermediate Credit Pool Sched. D M $14.4M PY2023
- Liquid Real Estate Pool Sched. D M $4.0M PY2023
- NON Directional Pool Sched. D M $3.2M PY2023
- Private Credit Pool Sched. D M $2.5M PY2023
- Private Equity Legacy Pool Sched. D M $55,300 PY2023
- Private Equity New Pool Sched. D M $762,840 PY2023
- Real Estate Legacy Pool Sched. D M $28,959 PY2023
- Real Estate New Pool Sched. D M $721,475 PY2023
- Return Generating Fixed Income Sched. D M $2.3M PY2023
- W••••• T••••• W••••• codes 11 PY2023
- Alight Solutions LLC codes 15 $277,512 PY2022
- W••••• T••••• W••••• U• L•• codes 11 $88,409 PY2022
- C••••••••• E••••• G••••••••• L•• codes 49 $76,112 PY2022
- N••••••• Trust Corporation codes 19 21 51 62 68 $7,565 PY2022
- B•••••••• I••••••••• Trust Co codes 28 51 52 68 $6,454 PY2022
- Liquid Real Estate Pool Sched. D M $4.0M PY2022
- NON Directional Pool Sched. D M $3.0M PY2022
- Private Credit Pool Sched. D M $2.6M PY2022
- Private Equity Legacy Pool Sched. D M $71,217 PY2022
- Private Equity New Pool Sched. D M $1.1M PY2022
- Real Estate Legacy Pool Sched. D M $37,881 PY2022
- Real Estate New Pool Sched. D M $721,193 PY2022
- Return Generating Fixed Income Sched. D M $2.1M PY2022
- C••• B•••••• Liability Hedge Fixed Sched. D M $4.8M PY2022
- C••• Pool Sched. D M $5.9M PY2022
- Equity Sched. D M $15.3M PY2022
- Intermediate Credit Pool Sched. D M $20.7M PY2022
- W••••• T••••• W••••• codes 11 PY2022
What changed
7 events
- Dec 31, 2024Manager relationship startedB•••••••• F•••••••• M••••••••• I•• appears on C••••••••• C••• B•••••• P•••••• P••• f•• B••••••••• U••• E••••••••'s Schedule C as investment manager (p••• year 2024 vs 2023)with B•••••••• F•••••••• M••••••••• I••askebsa.dol.gov
- Dec 31, 2024Assets changedC••••••••• C••• B•••••• P•••••• P••• f•• B••••••••• U••• E•••••••• total assets $84M -> $97M (+15.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedC••••••••• C••• B•••••• P•••••• P••• f•• B••••••••• U••• E•••••••• funded ratio 116.6% -> 95.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedC••••••••• C••• B•••••• P•••••• P••• f•• B••••••••• U••• E•••••••• p••• assets $71M -> $84M (+19.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceB•••••••• I••••••••• Trust Co no longer appears on C••••••••• C••• B•••••• P•••••• P••• f•• B••••••••• U••• E••••••••'s Schedule C as investment manager (p••• year 2023 vs 2022)with B•••••••• I••••••••• T•••• C••••askebsa.dol.gov
- Dec 31, 2023Assets changedC••••••••• C••• B•••••• P•••••• P••• f•• B••••••••• U••• E•••••••• total assets $71M -> $84M (+18.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedC••••••••• C••• B•••••• P•••••• P••• f•• B••••••••• U••• E•••••••• funded ratio 97.6% -> 116.6% (2022-02-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 233064219-002
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.