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••••• U••••••••• H••••• S•••••• I••• C••••••••• P•••••• P•••
Corporate pensionPhiladelphia, PA
Assets
n/a
Total assets, Jun 30, 2025 reported
Funded
100.9%
Jul 1, 2022
Private markets target
n/a
policy Jun 30, 2024
Commitments
0
none on the tape
Plan sponsor: T••••• U••••••••• H••••• S••••• I••
Allocation policy
Form 5500, as of Jun 30, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.3%
- Corporate debt instruments (other) 89.2%
- U.S. Government securities 8.5%
Consultants and advisers
5 firms
- I••••• R••••••• • M••••••••• Investment adviser (plan)through Jun 30, 2023 Form 5500
- R• K•••• • A••••••••• Investment adviser (plan)through Jun 30, 2023 Form 5500
- O••••••••• Investment adviser (plan)through Jun 30, 2023 Form 5500
- A•• C••••••••• I••• Actuarythrough Jun 30, 2023 Form 5500
- P•••••••• C•••••• S•••••••• Trusteethrough Jun 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
23 readings
Plan assets
Funded ratio
Funding target
Discount rate
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 Jun 30, 2025 | 2,707 | n/a | n/a | n/a | $0 | $0 | $0 | n/a |
| 2023 to Jun 30, 2024 | 2,759 | n/a | n/a | n/a | $86.2M | $0 | $0 | n/a |
| 2022 to Jun 30, 2023 | 2,795 | $104M | $113M | 100.9% | $95.0M | $68.4M | $0 | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON C••••••••• codes 11 $1.3M PY2024
- I••••• R••••••• • M••••••••• codes 27 $177,707 PY2024
- P•••••••• C•••••• S•••••••• codes 21 $66,414 PY2024
- Grant Thornton LLP codes 10 $63,000 PY2024
- R• K•••• • A••••••••• codes 27 $39,384 PY2024
- AON C••••••••• codes 11 $2.6M PY2023
- I••••• R••••••• • M••••••••• codes 27 $200,940 PY2023
- P•••••••• C•••••• S•••••••• codes 21 $73,760 PY2023
- Grant Thornton LLP codes 10 $40,816 PY2023
- R• K•••• • A••••••••• codes 27 $25,496 PY2023
- AON C••••••••• codes 11 $1.5M PY2022
- I••••• R••••••• • M••••••••• codes 27 $184,405 PY2022
- Grant Thornton LLP codes 10 $137,370 PY2022
- P•••••••• C•••••• S•••••••• codes 21 $101,166 PY2022
- R• K•••• • A••••••••• codes 27 $49,974 PY2022
- Resources Investment Advisors, LLC codes 27 $11,250 PY2022
- AON C•••••••••, Inc codes 11 PY2022
What changed
2 events
- Jun 30, 2025Assets changedT••••• U••••••••• H••••• S•••••• I••• C••••••••• P•••••• P••• total assets $86M -> $0 (-100.0%, 2024-06-30 to 2025-06-30)
- Dec 31, 2023Consultant changedinferenceResources Investment Advisors, LLC no longer appears on T••••• U••••••••• H••••• S•••••• I••• C••••••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with O•••••••••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 232825881-007
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.