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
I••••••••• H••••• A••••••••• I•• D•••••• B•••••• P••• a•• T••••
Corporate pensionBuffalo, NY
Assets
$89.4M
Total assets, Dec 31, 2025 reported
Funded
82.6%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: I••••••••• H••••• A••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.2%
- Other investments 15.2%
- Registered investment companies 51.1%
- Common stock 30.1%
- Real estate (other than employer real property) 1.5%
Consultants and advisers
7 firms
- F••• P••••• I••••••••• M••••••••• C• Investment adviser (plan)through Dec 31, 2025 Form 5500
- M••••• S•••••• S•••• B•••••• L•• Investment adviser (plan)through Dec 31, 2025 Form 5500
- F••• P••••• I••••••••• M••••••••• Investment adviser (plan)through Dec 31, 2024 Form 5500
- A•••• C•••••• M••••••••• Investment adviser (plan)through Dec 31, 2023 Form 5500
- A••••••• Actuarythrough Dec 31, 2025 Form 5500
- A••••••• E••• I•••••••• S•••• L•• Actuarythrough Dec 31, 2025 Form 5500
- C••••• A••••••••• 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)
- F•••••••• I••••••••plan years 2025
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
41 readings
Total assets
$90.1M (2024-12) · $87.5M (2023-12) · $82.7M (2022-12)
Plan assets
$87.5M (2024-01) · $82.7M (2023-01) · $106M (2022-01)
Net assets
$90.1M (2024-12) · $87.5M (2023-12) · $82.7M (2022-12)
Funded ratio
105.5% (2024-01) · 105.2% (2023-01) · 122.7% (2022-01)
Funding target
$58.1M (2024-01) · $56.1M (2023-01) · $54.3M (2022-01)
Discount rate
5.25% (2024-01) · 5.35% (2023-01) · 5.53% (2022-01)
Benefits paid
$6.5M (2024-12) · $4.2M (2023-12) · $7.2M (2022-12)
Net investment income
$2.6M (2024-12) · $4.8M (2023-12) · $-23.7M (2022-12)
Investment management fees
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 507 | $90.1M | $73.9M | 82.6% | $89.4M | $0 | $0 | $1.3M |
| 2024 to Dec 31, 2024 | 555 | $87.5M | $58.1M | 105.5% | $90.1M | $0 | $0 | $1.3M |
| 2023 to Dec 31, 2023 | 623 | $82.7M | $56.1M | 105.2% | $87.5M | $0 | $0 | $1.0M |
| 2022 to Dec 31, 2022 | 655 | $106M | $54.3M | 122.7% | $82.7M | $0 | $0 | $698,000 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- F•••••••• Investment Counseling codes 51 $30,507 PY2025
- F••• P••••• I••••••••• M••••••••• C• codes 27 $16,320 PY2025
- A••••••• E••• I•••••••• S•••• L•• codes 11 70 $15,875 PY2025
- M••••• S•••••• S•••• B••••• LLC codes 27 33 49 50 55 71 72 $15,821 PY2025
- A••••••• codes 11 PY2025
- F••• P••••• I••••••••• M••••••••• codes 27 $54,903 PY2024
- A••••••• codes 11 PY2024
- A•••• C•••••• M••••••••• codes 27 $47,469 PY2023
- A••••••• codes 11 PY2023
- C••••• A•••••••••, Inc. codes 11 PY2022
What changed
6 events
- Dec 31, 2025Consultant changedinferenceM••••• S•••••• S•••• B••••• LLC appears on I••••••••• H••••• A••••••••• I•• D•••••• B•••••• P••• a•• T••••'s Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with M••••• S•••••• S•••• B•••••• L••askebsa.dol.gov
- Jan 1, 2025Funded status changedI••••••••• H••••• A••••••••• I•• D•••••• B•••••• P••• a•• T•••• funded ratio 105.5% -> 82.6% (2024-01-01 to 2025-01-01)
- Dec 31, 2024Consultant changedinferenceF••• P••••• I••••••••• M••••••••• appears on I••••••••• H••••• A••••••••• I•• D•••••• B•••••• P••• a•• T••••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with F••• P••••• I••••••••• M•••••••••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceA•••• C•••••• M••••••••• no longer appears on I••••••••• H••••• A••••••••• I•• D•••••• B•••••• P••• a•• T••••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with A•••• C•••••• M•••••••••askebsa.dol.gov
- Jan 1, 2023Funded status changedI••••••••• H••••• A••••••••• I•• D•••••• B•••••• P••• a•• T•••• funded ratio 122.7% -> 105.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedI••••••••• H••••• A••••••••• I•• D•••••• B•••••• P••• a•• T•••• plan assets $106M -> $83M (-22.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 161080163-001
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.