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
H••••• I••••••••• I••• P•••••• P•••
Corporate pensionKokomo, IN
Assets
$227M
Total assets, Sep 30, 2025 reported
Funded
101.4%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: H••••• I••••••••• I•••
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Other investments 98.0%
- Registered investment companies 2.0%
Consultants and advisers
2 firms
- T••••••••• R••••••••• S•••••••• Actuarythrough Sep 30, 2023 Form 5500
- T••••••••• Actuarythrough Sep 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
31 readings
Investment management fees
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 Sep 30, 2025 | 984 | $235M | $212M | 101.4% | $227M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 1,001 | $208M | $219M | 101.4% | $231M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 1,016 | $208M | $215M | 103.7% | $204M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- T••••••••• R••••••••• S•••••••• codes 11 12 15 28 38 50 59 61 62 63 64 $345,727 PY2024
- T••••••••• codes 11 PY2024
- T••••••••• R••••••••• S•••••••• codes 11 12 15 28 38 50 59 61 62 63 64 $293,187 PY2023
- RSM US, LLP codes 10 50 $27,300 PY2023
- T••••••••• codes 11 PY2023
- T••••••••• R••••••••• S•••••••• codes 11 12 15 28 38 50 59 61 62 63 64 $287,046 PY2022
- RSM US, LLP codes 10 50 $25,200 PY2022
- National Financial Services codes 33 71 PY2022
- T••••••••• Collective Trust Funds Sched. D C PY2022
- T••••••••• codes 11 PY2022
What changed
3 events
- Oct 1, 2024Assets changedH••••• I••••••••• I••• P•••••• P••• plan assets $208M -> $235M (+12.9%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedH••••• I••••••••• I••• P•••••• P••• total assets $204M -> $231M (+13.2%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Funded status changedH••••• I••••••••• I••• P•••••• P••• funded ratio 103.7% -> 101.4% (2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 061185400-004
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.