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
P••••••••• C••••••• U••••••••• o• P••••• R••• P•••••• P•••
Corporate pensionPonce
Assets
$43.5M
Total assets, Dec 31, 2024 reported
Funded
91.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: P••••••••• C••••••• U••••••••• o• P••••• R•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.7%
- Registered investment companies 99.0%
Consultants and advisers
4 firms
- P•••••• S••••••••• L•• Custodianthrough Dec 31, 2022 Form 5500
- B•••• P•••••• d• P••••• R••• Custodianthrough Dec 31, 2022 Form 5500
- B••• A•••••••• a•• P•••••• S••••••• Actuarythrough Dec 31, 2022 Form 5500
- B••• T•••• C•••••• o• P••••• R••• 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
31 readings
Investment management fees
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 | 850 | $41.3M | $45.9M | 91.0% | $43.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 868 | $37.3M | $46.3M | 88.6% | $41.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 875 | $47.8M | $45.2M | 98.0% | $37.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••• S••••••••• L•• codes 19 $63,363 PY2024
- B•••• P•••••• d• P••••• R••• codes 19 $55,770 PY2024
- B••• A•••••••• & Pension Services codes 11 $27,600 PY2024
- Aig codes 22 $14,595 PY2024
- B••• T•••• C•••••• o• P••••• R••• codes 11 PY2024
- P•••••• S••••••••• L•• codes 19 $56,678 PY2023
- B•••• P•••••• d• P••••• R••• codes 19 $53,540 PY2023
- B••• A•••••••• & Pension Services codes 11 $34,994 PY2023
- Aig codes 22 $14,595 PY2023
- B••• T•••• C•••••• o• P••••• R••• codes 11 PY2023
- P•••••• S••••••••• L•• codes 19 $61,294 PY2022
- B•••• P•••••• d• P••••• R••• codes 19 $54,375 PY2022
- B••• A•••••••• & Pension Services codes 11 $47,106 PY2022
- Aig codes 22 $12,262 PY2022
- B••• T•••• C•••••• o• P••••• R••• codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedP••••••••• C••••••• U••••••••• o• P••••• R••• P•••••• P••• funded ratio 88.6% -> 91.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedP••••••••• C••••••• U••••••••• o• P••••• R••• P•••••• P••• plan assets $37M -> $41M (+10.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedP••••••••• C••••••• U••••••••• o• P••••• R••• P•••••• P••• total assets $37M -> $41M (+10.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedP••••••••• C••••••• U••••••••• o• P••••• R••• P•••••• P••• funded ratio 98.0% -> 88.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP••••••••• C••••••• U••••••••• o• P••••• R••• P•••••• P••• plan assets $48M -> $37M (-21.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 660191965-001
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.