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
O••••• B••• • T•••• C•••••• P•••••• P••• A• a• M••••• o• t•• N•• Y••• S•••• B•••••• R••••••••• S•••••
Corporate pensionMiddletown, NY
Assets
$34.3M
Total assets, Sep 30, 2025 reported
Funded
164.1%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
3
none on the tape
Plan sponsor: O••••• B••• a•• T•••• C••••••
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.5%
- Corporate debt instruments (other) 0.0%
- Common/collective trusts 96.5%
Consultants and advisers
2 firms
- J••••••• C•••• B•••• N••• Discretionary trusteethrough Sep 30, 2023 Form 5500
- M•••••••• I••• 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
3 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 Sep 30, 2025 | C••••••••• P•••••• T•••• F•••collective trust | J••••••• C•••• B•••• N••• | Pooled vehicles | $33.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | C••••••••• P•••••• T•••• F•••collective trust | J••••••• C•••• B•••• N••• | Pooled vehicles | $34.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | C••••••••• P•••••• T•••• F•••collective trust | J••••••• C•••• B•••• N••• | Pooled vehicles | $28.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$98,680 (2024-09) · $133,674 (2023-09)
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 | 142 | $34.8M | $20.4M | 164.1% | $34.3M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 147 | $30.1M | $21.7M | 134.3% | $34.8M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 148 | $31.4M | $21.4M | 141.4% | $30.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- J••••••• C•••• B•••• N••• codes 24 27 28 50 51 $171,181 PY2024
- NEW Y••• B•••••• Association codes 14 50 $41,113 PY2024
- M•••••••• I••• codes 11 50 $25,858 PY2024
- C••••••••• P•••••• T•••• F••• Sched. D C $33.1M PY2024
- M••••••• Inc. codes 11 PY2024
- J••••••• C•••• B•••• N••• codes 24 27 28 50 51 $98,680 PY2023
- New Y••• B•••••• Association codes 14 50 $39,463 PY2023
- M•••••••• I••• codes 11 50 $27,814 PY2023
- C••••••••• P•••••• T•••• F••• Sched. D C $34.4M PY2023
- M••••••• Inc. codes 11 PY2023
- J••••••• C•••• B•••• N••• codes 24 27 28 50 51 $133,674 PY2022
- New Y••• B•••••• Association codes 14 50 $35,024 PY2022
- M•••••••• I••• codes 11 50 $23,375 PY2022
- C••••••••• P•••••• T•••• F••• Sched. D C $28.9M PY2022
- M••••••• Inc. codes 11 PY2022
What changed
4 events
- Oct 1, 2024Funded status changedO••••• B••• • T•••• C•••••• P•••••• P••• A• a• M••••• o• t•• N•• Y••• S•••• B•••••• R••••••••• S••••• funded ratio 134.2% -> 164.1% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedO••••• B••• • T•••• C•••••• P•••••• P••• A• a• M••••• o• t•• N•• Y••• S•••• B•••••• R••••••••• S••••• plan assets $30M -> $35M (+15.6%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedO••••• B••• • T•••• C•••••• P•••••• P••• A• a• M••••• o• t•• N•• Y••• S•••• B•••••• R••••••••• S••••• total assets $30M -> $35M (+15.6%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Funded status changedO••••• B••• • T•••• C•••••• P•••••• P••• A• a• M••••• o• t•• N•• Y••• S•••• B•••••• R••••••••• S••••• funded ratio 141.4% -> 134.2% (2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 140945678-001
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.