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

A• A•••••• B•••••• I••• P•••••• P•••

Corporate pensionPiscataway, NJ
Assets
$32.5M
Total assets, Dec 31, 2024 reported
Funded
104.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
20
none on the tape
Plan sponsor: A• A••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.3%
  • Common/collective trusts 98.7%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
20 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024M••••••••• C••••• F•••collective trustA•• H••••• I••••••••• C••••••••• I•Private credit$944,401 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024G••••• R••• E••••• F•••collective trustA•• H••••• I••••••••• C••••••••• I•Real estate$194,723 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024L••• C••••• B••• F•••collective trustA•• H••••• I••••••••• C••••••••• I•Private credit$17.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•• G••••• R••• E•••••collective trustA•• H••••• I••••••••• C••••••••• I•Real estate$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S•••• C•• E••••• I•••• F•••collective trustA•• H••••• I••••••••• C••••••••• I•Public equity$506,098 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N•••••••• E••••• F•••collective trustA•• H••••• I••••••••• C••••••••• I•Public equity$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 20242•• Y••• U• T••••••• S••••• I••••collective trustA•• H••••• I••••••••• C••••••••• I•Fixed income$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024G••••• E••••• F•••collective trustA•• H••••• I••••••••• C••••••••• I•Public equity$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•• C••• R••• E••••• F•••collective trustA•• T•••• C•••••• L••Real estate$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•• E••••••• L•••••••• D••••• I••••collective trustA•• T•••• C•••••• L••Pooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023M••••••••• C••••• F•••collective trustA•• H••••• I••••••••• C••••••••• I•Private credit$882,285 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023G••••• R••• E••••• F•••collective trustA•• H••••• I••••••••• C••••••••• I•Real estate$185,866 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023L••• C••••• B••• F•••collective trustA•• H••••• I••••••••• C••••••••• I•Private credit$19.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023A•• G••••• R••• E•••••collective trustA•• H••••• I••••••••• C••••••••• I•Real estate$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023S•••• C•• E••••• I•••• F•••collective trustA•• H••••• I••••••••• C••••••••• I•Public equity$446,313 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N•••••••• E••••• F•••collective trustA•• H••••• I••••••••• C••••••••• I•Public equity$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 20232•• Y••• U• T••••••• S••••• I••••collective trustA•• H••••• I••••••••• C••••••••• I•Fixed income$798,437 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023G••••• E••••• F•••collective trustA•• H••••• I••••••••• C••••••••• I•Public equity$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023A•• C••• R••• E••••• F•••collective trustA•• T•••• C•••••• L••Real estate$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023A•• E••••••• L•••••••• D••••• I••••collective trustA•• T•••• C•••••• L••Pooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
20 readings
Total assets
$32.5M Dec 31, 2024 reported Form 5500
$35.4M (2023-12)
Plan assets
$35.4M Jan 1, 2024 reported Form 5500
$34.5M (2023-01)
Net assets
$32.5M Dec 31, 2024 reported Form 5500
$35.4M (2023-12)
Funded ratio
104.0% Jan 1, 2024 reported Form 5500
89.6% (2023-01)
Funding target
$37.0M Jan 1, 2024 reported Form 5500
$38.5M (2023-01)
Discount rate
5.06% Jan 1, 2024 reported Form 5500
5.18% (2023-01)
Participants
1,072 Jan 1, 2024 reported Form 5500
1,102 (2023-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$1.2M (2023-12)
Benefits paid
$3.4M Dec 31, 2024 reported Form 5500
$3.0M (2023-12)
Net investment income
$-2.9M Dec 31, 2024 reported Form 5500
$927,210 (2023-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,072$35.4M$37.0M104.0%$32.5Mn/an/an/a
2023 to Dec 31, 20231,102$34.5M$38.5M89.6%$35.4Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • AON C••••••••• codes 13 50 $353,136 PY2024
  • AON H••••• I••••tment Consultant codes 11 50 $84,730 PY2024
  • P•••••••• B••• codes 21 50 $33,636 PY2024
  • L••• C••••• B••• F••• Sched. D C $17.6M PY2024
  • Large Capital Equity Fund Sched. D C $3.1M PY2024
  • S•••• C•• E••••• I•••• F••• Sched. D C $506,098 PY2024
  • 20+ Y•••s U.S T••••••• S••••• I•••• Sched. D C $1.1M PY2024
  • M••••••••• C••••• F••• Sched. D C $944,401 PY2024
  • G••••• E••••• F••• Sched. D C $2.9M PY2024
  • A•• C••• R••• E••••• F••• Sched. D C $2.1M PY2024
  • AON E••••••• Liab D••••• I••••t Fd Sched. D C $1.6M PY2024
  • Non-U.s. Equity Fund Sched. D C $1.9M PY2024
  • High Yield Plus B••• Fund Sched. D C $111,064 PY2024
  • G••••• R••• E••••• F••• Sched. D C $194,723 PY2024
  • A•• C••••••••• I••• codes 11 PY2024
  • JP Morgan Chase B••• codes 13 50 $252,449 PY2023
  • AON C••••••••• codes 13 50 $181,716 PY2023
  • AON H••••• I••••tment Consultant codes 11 50 $86,531 PY2023
  • P•••••••• B••• codes 21 50 $34,321 PY2023
  • Kruggel, Lawton and Co. LLC codes 10 50 $17,000 PY2023
  • High Yield Plus B••• Fund Sched. D C $101,718 PY2023
  • G••••• R••• E••••• F••• Sched. D C $185,866 PY2023
  • L••• C••••• B••• F••• Sched. D C $19.8M PY2023
  • Large Capital Equity Fund Sched. D C $2.8M PY2023
  • S•••• C•• E••••• I•••• F••• Sched. D C $446,313 PY2023
  • 20+ Y•••s U.S T••••••• S••••• I•••• Sched. D C $798,437 PY2023
  • M••••••••• C••••• F••• Sched. D C $882,285 PY2023
  • G••••• E••••• F••• Sched. D C $2.8M PY2023
  • A•• C••• R••• E••••• F••• Sched. D C $2.1M PY2023
  • AON E••••••• Liab D••••• I••••t Fd Sched. D C $1.6M PY2023
  • Non-U.s. Equity Fund Sched. D C $1.9M PY2023
  • A•• C••••••••• I••• codes 11 PY2023
What changed
1 events
  • Jan 1, 2024Funded status changed
    A• A•••••• B•••••• I••• P•••••• P••• funded ratio 89.6% -> 104.0% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 260887443-003
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.