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••• W••••••••• I••• P•••••• P•••
Corporate pensionTulsa, OK
Assets
$221,982
Total assets, Nov 30, 2024 reported
Funded
110.3%
Dec 1, 2022
Private markets target
n/a
policy Nov 30, 2024
Commitments
0
none on the tape
Plan sponsor: T• D• W••••••••• I•••
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 99.6%
Consultants and advisers
2 firms
- M•••••••• I••• Actuarythrough Nov 30, 2023 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Nov 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- F•••• C••••••plan years 2023
- F•••••••• S•••••••• I••plan years 2023
- A•••••••• C•••••• M••••••••• L••plan years 2023
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
17 readings
Plan assets
Funded ratio
Funding target
Discount rate
Contributions
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 229 | n/a | n/a | n/a | $221,982 | n/a | n/a | n/a |
| 2022 to Nov 30, 2023 | 1,084 | $92.2M | $83.6M | 110.3% | $626,590 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••••• Inc codes 11 $116,137 PY2023
- Epstein Becker & Green PC codes 29 $47,219 PY2023
- F•••••••• S•••••••• I•• codes 51 $34,958 PY2023
- W••••• T••••• W••••• codes 11 $31,835 PY2023
- Eide Bailly LLP codes 10 $24,885 PY2023
- M••••••• Inc codes 11 $578,220 PY2022
- F•••••••• S•••••••• I•• codes 51 $282,799 PY2022
- W••••• T••••• W••••• codes 11 $166,254 PY2022
- BMO Harris Bank codes 51 $129,963 PY2022
- Eckert Seamans Cherin & Mellott LLC codes 29 $73,867 PY2022
- Eide Bailly LLP codes 10 $21,100 PY2022
- A•••••••• C•••••• M••••••••• L•• codes 51 $17,649 PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
1 events
- Nov 30, 2024Assets changedT••• W••••••••• I••• P•••••• P••• total assets $626,590 -> $221,982 (-64.6%, 2023-11-30 to 2024-11-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 730399110-001
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.