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
E••••• H••••• R••••••••• I••• A•••••• B•••••• P•••••• P•••
Corporate pensionE•••••, NH
Assets
$115M
Total assets, Dec 31, 2024 reported
Funded
100.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: E••••• H••••• R••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 12.5%
- Other investments 28.7%
- Registered investment companies 58.6%
Consultants and advisers
4 firms
- N•••• L•• Investment adviser (plan)through Dec 31, 2024 Form 5500
- T•• S•••• C•• ••••••• S•••••• I••• Actuarythrough Dec 31, 2023 Form 5500
- B••• o• A•••••• Trusteethrough Dec 31, 2022 Form 5500
- S•••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on Schedule C
From Schedule C (investment management, code 28)
- G•• P••••••• G••••• E••••• F•••plan years 2022
- I••••• a•• R••••••• M•••••••••plan years 2022
- A•••plan years 2022
- M••••••••• I••••••••• I••••plan years 2022
- S•••••••plan years 2022
- K••••••• P•••••••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
$98,141 (2023-12) · $114,616 (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 | 1,970 | $107M | $91.9M | 100.9% | $115M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,918 | $94.9M | $85.1M | 106.7% | $107M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,880 | $116M | $79.6M | 114.3% | $95.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S•••• codes 11 50 $215,281 PY2024
- N••• codes 27 72 $176,325 PY2024
- B••• o• A•••••• Corporation codes 21 50 $69,416 PY2024
- G•• P••••••• G••••• E••••• F••• codes 28 51 $59,149 PY2024
- Baker Newman & Noyes LLC codes 10 50 $17,800 PY2024
- I••••• a•• R••••••• M••••••••• codes 28 51 $14,514 PY2024
- A••• codes 28 51 $7,921 PY2024
- S•••• codes 11 PY2024
- S•••• codes 11 50 $207,500 PY2023
- B••• o• A•••••• Corporation codes 21 50 $51,472 PY2023
- G•• P••••••• G••••• E••••• F••• codes 28 51 $43,095 PY2023
- A••• codes 28 51 $18,792 PY2023
- Baker Newman & Noyes LLC codes 10 50 $15,000 PY2023
- I••••• a•• R••••••• M••••••••• codes 28 51 $13,286 PY2023
- S••••••• codes 28 51 $13,109 PY2023
- Marathon London International codes 28 51 $9,859 PY2023
- S•••• codes 11 PY2023
- S•••• codes 11 50 $203,858 PY2022
- B••• o• A•••••• Corporation codes 21 50 $52,745 PY2022
- G•• P••••••• G••••• E••••• F••• codes 28 51 $49,432 PY2022
- I••••• a•• R••••••• M••••••••• codes 28 51 $19,501 PY2022
- Baker Newman & Noyes LLC codes 10 50 $15,125 PY2022
- A••• codes 28 51 $14,240 PY2022
- Marathon London International codes 28 51 $12,776 PY2022
- S••••••• codes 28 51 $9,814 PY2022
- K••••••• Global Equity Fund codes 28 51 $8,853 PY2022
- S•••• codes 11 PY2022
What changed
9 events
- Dec 31, 2024Consultant changedinferenceN••• appears on E••••• H••••• R••••••••• I••• A•••••• B•••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with N•••• L••askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceS••••••• no longer appears on E••••• H••••• R••••••••• I••• A•••••• B•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with S•••••••askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceMarathon London International no longer appears on E••••• H••••• R••••••••• I••• A•••••• B•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with M••••••••• I••••••••• I••••askebsa.dol.gov
- Jan 1, 2024Funded status changedE••••• H••••• R••••••••• I••• A•••••• B•••••• P•••••• P••• funded ratio 106.7% -> 100.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedE••••• H••••• R••••••••• I••• A•••••• B•••••• P•••••• P••• plan assets $95M -> $107M (+13.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceK••••••• Global Equity Fund no longer appears on E••••• H••••• R••••••••• I••• A•••••• B•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with K••••••• P•••••••askebsa.dol.gov
- Dec 31, 2023Assets changedE••••• H••••• R••••••••• I••• A•••••• B•••••• P•••••• P••• total assets $95M -> $107M (+13.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedE••••• H••••• R••••••••• I••• A•••••• B•••••• P•••••• P••• funded ratio 114.3% -> 106.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedE••••• H••••• R••••••••• I••• A•••••• B•••••• P•••••• P••• plan assets $116M -> $95M (-18.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 020222126-001
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.