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
A••••••• L•••••• S•••••• P•••••• P•••
Corporate pensionRipon, WI
Assets
$29,305
Total assets, Dec 31, 2023 reported
Funded
120.8%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: A••••••• L•••••• S••••••• L••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 81.4%
- Common stock 18.2%
Consultants and advisers
3 firms
- S••• A••••••• S••••••• L••• C•• General consultantthrough Dec 31, 2023 Form 5500
- M••••• Actuarythrough Dec 31, 2022 Form 5500
- B••• o• N•• Y••• M••••• Custodianthrough 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)
- S••• A••••••• S••••••• L••• C••plan years 2022
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
18 readings
Plan assets
Funded ratio
Funding target
Discount rate
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 Dec 31, 2023 | 877 | n/a | n/a | n/a | $29,305 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,402 | $77.8M | $57.3M | 120.8% | $36.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••• (US), Inc. codes 11 65 $461,468 PY2023
- S••• Advisory Svcs., Ltd Co. codes 16 28 $146,191 PY2023
- Principal Life Insurance codes 23 $142,148 PY2023
- B••• o• N•• Y••• M••••• codes 19 21 $80,403 PY2023
- Thompson Hine LLP codes 29 $67,304 PY2023
- Cliftonlarsonallen LLP codes 10 $30,135 PY2023
- M••••• (US), Inc. codes 11 65 $729,154 PY2022
- Thompson Hine LLP codes 29 $158,963 PY2022
- S••• Advisory Svcs., Ltd Co. codes 28 $130,817 PY2022
- B••• o• N•• Y••• M••••• codes 19 21 $75,362 PY2022
- Robert W Baird & Co codes 65 $18,750 PY2022
- Cliftonlarsonallen LLP codes 10 $13,440 PY2022
- M••••• codes 11 PY2022
What changed
1 events
- Dec 31, 2023Assets changedA••••••• L•••••• S•••••• P•••••• P••• total assets $36M -> $29,305 (-99.9%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 391927923-002
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.