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
G•••• C••••••••• E•••••••• R••••••••• P•••
Corporate pensionSchenectady, NY
Assets
$366M
Total assets, Apr 27, 2025 reported
Funded
97.0%
Apr 29, 2024
Private markets target
n/a
policy Apr 27, 2025
Commitments
3
2 managers on Schedule C
Plan sponsor: G•••• C•••••••••
Allocation policy
Form 5500, as of Apr 27, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.8%
- I•••••••• company general account 0.0%
- Other investments 3.9%
- Partnership/joint venture interests 26.4%
- Pooled separate accounts 0.3%
- Registered investment companies 5.6%
- Common stock 59.4%
Consultants and advisers
1 firms
- B••• A•••••••• a•• P•••••• S••••••• Actuarythrough Apr 30, 2023 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
- A•••• L••• I•••••••• C••••••3 rows, latest Apr 27, 2025
From Schedule C (investment management, code 28)
- N•••••• L••plan years 2025
- A••••plan years 2025
- H••••• A••••••••• L•plan years 2023
- D•••••• H••• C•••••• M••••••••• I••plan years 2023
- Y•••••••plan years 2023
- H•••••• L•••••• L•plan years 2023
- E•••• C•••••• M••••••••• L••plan years 2023
- G•••••• I••••••••• P•••••••plan years 2023
- N••••• A•••• M•••••••••plan years 2023
- C•••••• R••••••• a•• M••••••••• C••plan years 2023
- J••••••• A•••••••••plan years 2023
- K••••• I•••••••••plan years 2023
- N••••• E••••• M•••••••plan years 2023
Commitments
3 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 Apr 27, 2025 | S••••••• A•••••• 1••separate account | A•••• L••• I•••••••• C•••••• | Pooled vehicles | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2024 | S••••••• A•••••• 1••separate account | A•••• L••• I•••••••• C•••••• | Pooled vehicles | $967,175 held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2023 | S••••••• A•••••• 1••separate account | A•••• L••• I•••••••• C•••••• | Pooled vehicles | $1.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
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 Apr 27, 2025 | 11,189 | $370M | $376M | 97.0% | $366M | $96.8M | n/a | n/a |
| 2023 to Apr 30, 2024 | 12,516 | $365M | $389M | 98.2% | $370M | $97.3M | n/a | n/a |
| 2022 to Apr 30, 2023 | 13,087 | $390M | $384M | 95.9% | $364M | $92.3M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- K••••• Management codes 28 $583,419 PY2024
- N••••• E••••• M••••••• codes 28 $271,685 PY2024
- J••••••• codes 28 $137,006 PY2024
- E•••• codes 28 $126,851 PY2024
- A•••• codes 28 $96,591 PY2024
- H••••• codes 28 $93,185 PY2024
- D•••••• H••• codes 28 $92,986 PY2024
- Capital Group codes 28 $92,557 PY2024
- Shapiro codes 28 $87,743 PY2024
- Y••••••• codes 28 $73,967 PY2024
- G•••••• codes 28 $52,524 PY2024
- N••••• codes 28 $23,573 PY2024
- Harter Secrest & Emery LLP codes 29 $20,805 PY2024
- H•••••• codes 28 $7,697 PY2024
- A•••• Li Co Seperate Acct 174 Sched. D P $1.0M PY2024
- B••• A•••••••• & Pension Services codes 11 PY2024
- K••••• Management codes 28 $520,492 PY2023
- N••••• E••••• M••••••• codes 28 $375,715 PY2023
- J••••••• codes 28 $165,772 PY2023
- E•••• codes 28 $148,625 PY2023
- H••••• codes 28 $125,194 PY2023
- D•••••• H••• codes 28 $122,752 PY2023
- Capital Group codes 28 $120,582 PY2023
- Shapiro codes 28 $118,092 PY2023
- Y••••••• codes 28 $106,369 PY2023
- A•••• codes 13 $92,007 PY2023
- G•••••• codes 28 $81,799 PY2023
- N••••• codes 28 $49,350 PY2023
- H•••••• codes 28 $18,291 PY2023
- A•••• Li Co Seperate Acct 174 Sched. D P $967,175 PY2023
- B••• A•••••••• & Pension Services codes 11 PY2023
- K••••• Management codes 28 $534,523 PY2022
- N••••• E••••• M••••••• codes 28 $472,484 PY2022
- E•••• codes 28 $210,292 PY2022
- J••••••• codes 28 $203,343 PY2022
- D•••••• H••• codes 28 $172,124 PY2022
- Shapiro codes 28 $159,704 PY2022
- Y••••••• codes 28 $152,648 PY2022
- H••••• codes 28 $151,126 PY2022
- Capital Group codes 28 $128,820 PY2022
- G•••••• codes 28 $99,136 PY2022
- A•••• codes 13 $85,698 PY2022
- N••••• codes 28 $77,483 PY2022
- H•••••• codes 28 $40,170 PY2022
- A•••• Li Co Seperate Acct 174 Sched. D P $1.9M PY2022
- B••• A•••••••• & Pension Services codes 11 PY2022
What changed
2 events
- Dec 31, 2024Manager relationship startedA•••• appears on G•••• C••••••••• E•••••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with A••••askebsa.dol.gov
- May 1, 2023Funded status changedG•••• C••••••••• E•••••••• R••••••••• P••• funded ratio 95.9% -> 98.2% (2022-05-01 to 2023-05-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 140724820-001
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.