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
T•••••••• B•••• L••••• I••• E••••••• R••••••••• P•••
Corporate pensionVancouver, WA
Assets
$15.7M
Total assets, Dec 31, 2024 reported
Funded
84.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: T•••••••• B•••• L••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.9%
- Registered investment companies 58.4%
- Common stock 39.7%
Consultants and advisers
2 firms
- I••••••••• A••••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- F•••• S•••• T•••• C•••••• Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- M••••• S••••••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
$68,819 (2023-12) · $71,323 (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 | 157 | $14.0M | $16.3M | 84.4% | $15.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 169 | $14.0M | $18.6M | 83.1% | $14.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 171 | $17.4M | $18.3M | 90.2% | $14.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••• S•••••• Bank N.A. codes 28 33 50 51 71 $44,011 PY2024
- I••••••••• A••••••••• I••• codes 11 $16,850 PY2024
- F•••• State Trust codes 19 21 $10,798 PY2024
- I••••••••• A••••••••• I••• codes 11 PY2024
- M••••• S•••••• Bank N.A. codes 28 33 50 51 71 $58,407 PY2023
- I••••••••• A••••••••• I••• codes 11 $16,300 PY2023
- F•••• State Trust codes 19 21 $10,412 PY2023
- I••••••••• A••••••••• I••• codes 11 PY2023
- M••••• S•••••• Bank N.A. codes 28 33 50 51 71 $60,323 PY2022
- I••••••••• A••••••••• I••• codes 11 $20,925 PY2022
- F•••• State Trust codes 19 21 $11,001 PY2022
- I••••••••• A••••••••• I••• codes 11 PY2022
What changed
3 events
- Dec 31, 2024Assets changedT•••••••• B•••• L••••• I••• E••••••• R••••••••• P••• total assets $14M -> $16M (+12.3%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedT•••••••• B•••• L••••• I••• E••••••• R••••••••• P••• funded ratio 90.2% -> 83.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedT•••••••• B•••• L••••• I••• E••••••• R••••••••• P••• plan assets $17M -> $14M (-19.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 930278300-001
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.