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
R••• P•••••• f•• E•• o• V•••••• C••••••••• I•••
Corporate pensionLombard, IL
Assets
$88.5M
Total assets, Dec 31, 2024 reported
Funded
92.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: V•••••• C••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.8%
- Corporate debt instruments (other) 31.3%
- Corporate debt instruments (preferred) 31.5%
- U.S. Government securities 0.5%
- Other investments 7.7%
- Registered investment companies 14.7%
- Common stock 10.1%
- Real estate (other than employer real property) 0.1%
Consultants and advisers
10 firms
- A•••••• P•••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- C••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- C••••• M•••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- M••••• C••••• E••••••• M•••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- J••••••• A••••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- A•••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- B••••• P••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- I•••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- E•••• S•••• C•• G••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- M••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
32 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 Dec 31, 2024 | 1,114 | $89.1M | $98.6M | 92.0% | $88.5M | n/a | n/a | $46,621 |
| 2023 to Dec 31, 2023 | 1,142 | $83.6M | $103M | 89.6% | $89.1M | n/a | n/a | $0 |
| 2022 to Dec 31, 2022 | 1,154 | $105M | $104M | 92.1% | $83.6M | n/a | n/a | $104,541 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••• codes 11 $201,000 PY2024
- B••••• P••••••• codes 27 $7,567 PY2024
- J••••••• A••••••••• codes 27 $7,484 PY2024
- C••••••• codes 27 $5,721 PY2024
- E•••• S•••• C•• G••••• codes 27 $5,119 PY2024
- A•••••••• codes 27 $5,098 PY2024
- M••••• C••••• Global Em codes 27 $4,777 PY2024
- I•••••• codes 27 $4,138 PY2024
- M••••• codes 11 PY2024
- M••••• codes 11 $178,235 PY2023
- J••••••• A••••••••• codes 27 $11,114 PY2023
- B••••• P••••••• codes 27 $10,953 PY2023
- M••••• C••••• Global Em codes 27 $9,803 PY2023
- C••••••• codes 27 $9,240 PY2023
- A•••••••• codes 27 $8,411 PY2023
- E•••• S•••• C•• G••••• codes 27 $7,466 PY2023
- I•••••• codes 27 $7,434 PY2023
- C••••• M•••••• codes 27 $3,649 PY2023
- M••••• codes 11 PY2023
- M••••• codes 11 $173,975 PY2022
- A•••••• P•••• codes 27 $51,926 PY2022
- C••••••• codes 27 $23,693 PY2022
- C••••• M•••••• codes 27 $16,126 PY2022
- M••••• C••••• Global Em codes 27 $13,184 PY2022
- J••••••• A••••••••• codes 27 $11,059 PY2022
- A•••••••• codes 27 $10,587 PY2022
- B••••• codes 27 $10,356 PY2022
- I•••••• codes 27 $8,223 PY2022
- E•••• S•••• C•• G••••• codes 27 $6,364 PY2022
- M••••• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceC••••• M•••••• no longer appears on R••• P•••••• f•• E•• o• V•••••• C••••••••• I•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with C••••• M••••••askebsa.dol.gov
- Jan 1, 2024Funded status changedR••• P•••••• f•• E•• o• V•••••• C••••••••• I••• funded ratio 89.6% -> 92.0% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceA•••••• P•••• no longer appears on R••• P•••••• f•• E•• o• V•••••• C••••••••• I•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with A•••••• P••••askebsa.dol.gov
- Jan 1, 2023Funded status changedR••• P•••••• f•• E•• o• V•••••• C••••••••• I••• funded ratio 92.1% -> 89.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedR••• P•••••• f•• E•• o• V•••••• C••••••••• I••• plan assets $105M -> $84M (-20.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 952677354-001
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.