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
C••••• • W•••••• P•••••• P•••
Corporate pensionTulsa, OK
Assets
$5.5M
Total assets, Dec 31, 2024 reported
Funded
101.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: C••••• • W•••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 16.6%
- Non-interest-bearing cash 1.7%
- Corporate debt instruments (other) 3.3%
- U.S. Government securities 11.8%
- Registered investment companies 23.2%
- Common stock 30.4%
Consultants and advisers
1 firms
- O•••••• T•••• C••••••••• L•• Actuarythrough 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)
- G•••••••• C•••••• M•••••••••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
Net investment income
$-828,862 (2023-12) · $-176,883 (2022-12)
Investment management fees
$39,269 (2023-12) · $36,071 (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 | 139 | $5.3M | $4.8M | 101.5% | $5.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 146 | $6.1M | $5.8M | 100.8% | $5.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 136 | $6.3M | $5.3M | 100.0% | $6.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- G•••••••• C•••••• M••••••••• codes 28 65 $40,753 PY2024
- O•••••• T•••• C••••••••• L•• codes 11 PY2024
- G•••••••• C•••••• M••••••••• codes 28 65 $39,481 PY2023
- O•••••• T•••• C••••••••• L•• codes 11 PY2023
- G•••••••• C•••••• M••••••••• codes 28 $36,074 PY2022
- O•••••• T•••• C••••••••• L•• codes 11 PY2022
What changed
2 events
- Jan 1, 2024Assets changedC••••• • W•••••• P•••••• P••• plan assets $6M -> $5M (-13.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedC••••• • W•••••• P•••••• P••• total assets $6M -> $5M (-13.6%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 731388566-003
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.