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
S••••• P•••• W•••• R••••••••• P•••
Corporate pensionSumter, SC
Assets
$26.5M
Total assets, Jun 30, 2025 reported
Funded
94.6%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
10
none on the tape
Plan sponsor: S••••• P•••• W••••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- I••••est-bearing cash 4.0%
- Corporate debt instruments (other) 6.1%
- Corporate debt instruments (preferred) 3.9%
- U.S. Government securities 35.4%
- Other investments 0.5%
- Registered investment companies 48.9%
Consultants and advisers
2 firms
- B••••• W••••• M••••••••• Investment adviser (plan)through Jun 30, 2024 Form 5500
- A••••••• T•••• Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- M••••••••• L••• I•••••••• C••••••10 rows, latest Jun 30, 2025
From Schedule C (investment management, code 28)
- M••••••••• L••• I•••••••• C••••••plan years 2023
Commitments
10 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | C••• B••• I•••• F••• S• L•••separate account | M••••••••• L••• I•••••••• C•••••• | Fixed income | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | B•••••••• B•••• M•• B••• F•••separate account | M••••••••• L••• I•••••••• C•••••• | Fixed income | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | B•••••••• I••••••••• B••• F•••separate account | M••••••••• L••• I•••••••• C•••••• | Fixed income | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | G•••••• S••• I••••• D••••••• B••••separate account | M••••••••• L••• I•••••••• C•••••• | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | B••••••• U• L••• G••••••••• I••••separate account | M••••••••• L••• I•••••••• C•••••• | Private credit | $910,183 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | C••• B••• I•••• F••• S• L•••separate account | M••••••••• L••• I•••••••• C•••••• | Fixed income | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | B•••••••• B•••• M•• B••• F•••separate account | M••••••••• L••• I•••••••• C•••••• | Fixed income | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | B•••••••• I••••••••• B••• F•••separate account | M••••••••• L••• I•••••••• C•••••• | Fixed income | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | G•••••• S••• I••••• D••••••• B••••separate account | M••••••••• L••• I•••••••• C•••••• | Pooled vehicles | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | B••••••• U• L••• G••••••••• I••••separate account | M••••••••• L••• I•••••••• C•••••• | Private credit | $1.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$37,879 (2024-06) · $97,539 (2023-06)
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 Jun 30, 2025 | 598 | $25.1M | $25.8M | 94.6% | $26.5M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 623 | $24.9M | $27.4M | 95.5% | $26.6M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 634 | $24.9M | $27.1M | 99.0% | $24.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••••••• L••• I•••••••• Co. codes 28 50 52 $73,594 PY2024
- B••••• W••••• M••••••••• codes 27 28 $66,142 PY2024
- B•••••••• B•••• M•• B••• F••• Sched. D P $1.2M PY2024
- C••• B••• I•••• F••• S• L••• Sched. D P $1.5M PY2024
- G•••••• S••• I••••• D••••••• B•••• Sched. D P $1.7M PY2024
- B••••••• U• L••• G••••••••• I•••• Sched. D P $910,183 PY2024
- B•••••••• I••••••••• B••• F••• Sched. D P $1.7M PY2024
- A••••••• T•••• codes 11 PY2024
- M••••••••• L••• I•••••••• Co. codes 28 50 52 $79,660 PY2023
- B••••• W••••• M••••••••• codes 27 28 $60,390 PY2023
- A••••••• T•••• codes 11 PY2023
- M••••••••• L••• I•••••••• Co. codes 28 50 52 $127,568 PY2022
- B•••••••• B•••• M•• B••• F••• Sched. D P $1.6M PY2022
- B•••••••• I••••••••• B••• F••• Sched. D P $2.3M PY2022
- G•••••• S••• I••••• D••••••• B•••• Sched. D P $2.3M PY2022
- B••••••• U• L••• G••••••••• I•••• Sched. D P $1.3M PY2022
- C••• B••• I•••• F••• S• L••• Sched. D P $2.0M PY2022
- A••••••• T•••• codes 11 PY2022
What changed
2 events
- Dec 31, 2023Manager relationship startedB••••• W••••• M••••••••• appears on S••••• P•••• W•••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with B••••• W••••• M•••••••••askebsa.dol.gov
- Jul 1, 2023Funded status changedS••••• P•••• W•••• R••••••••• P••• funded ratio 99.0% -> 95.5% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135552047-001
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.