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
R••••••••• B•••••• P••• f•• S••••••• E•••••••• o• S••••••• C••••• C•••••••••
Corporate pensionPhoenix, AZ
Assets
$9.3M
Total assets, Apr 30, 2025 reported
Funded
87.7%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
3
none on the tape
Plan sponsor: S••••••• C••••• C•••••••••
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 22.0%
- Corporate debt instruments (preferred) 18.8%
- U.S. Government securities 51.3%
- I•••••••• company general account 0.6%
- Registered investment companies 3.7%
Consultants and advisers
2 firms
- M••••••••• L••• I•••••••• C•••••• Custodianthrough Apr 30, 2023 Form 5500
- M•••••••• I••• Actuarythrough Apr 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- M••••••••• L••• I•••••••• C••••••3 rows, latest Apr 30, 2025
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 Apr 30, 2025 | B•••••••• B•••• M••••• B••• F•••separate account | M••••••••• L••• I•••••••• C•••••• | Fixed income | $8.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2024 | B•••••••• B•••• M••••• B••• F•••separate account | M••••••••• L••• I•••••••• C•••••• | Fixed income | $8.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2023 | B•••••••• B•••• M••••• B••• F•••separate account | M••••••••• L••• I•••••••• C•••••• | Fixed income | $9.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Net investment income
$-889,003 (2024-04) · $-870,226 (2023-04)
Investment management fees
$27,986 (2024-04) · $29,464 (2023-04)
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 Apr 30, 2025 | 147 | $8.6M | $7.2M | 87.7% | $9.3M | n/a | n/a | n/a |
| 2023 to Apr 30, 2024 | 151 | $9.5M | $7.8M | 91.8% | $9.5M | n/a | n/a | n/a |
| 2022 to Apr 30, 2023 | 153 | $10.4M | $8.1M | 99.0% | $10.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••••••• L••• I•••••••• C•••••• codes 13 18 23 28 49 50 51 66 99 $55,624 PY2024
- B•••••••• B•••• M••••• B••• F••• Sched. D P $8.5M PY2024
- M•••••••• I••• codes 11 PY2024
- M••••••••• L••• I•••••••• C•••••• codes 13 18 23 28 49 50 51 66 99 $57,156 PY2023
- B•••••••• B•••• M••••• B••• F••• Sched. D P $8.6M PY2023
- M•••••••• I••• codes 11 PY2023
- M••••••••• L••• I•••••••• C•••••• codes 13 18 23 28 49 50 51 66 99 $60,369 PY2022
- B•••••••• B•••• M••••• B••• F••• Sched. D P $9.5M PY2022
- M•••••••• I••• codes 11 PY2022
What changed
2 events
- May 1, 2024Funded status changedR••••••••• B•••••• P••• f•• S••••••• E•••••••• o• S••••••• C••••• C••••••••• funded ratio 91.8% -> 87.7% (2023-05-01 to 2024-05-01)
- May 1, 2023Funded status changedR••••••••• B•••••• P••• f•• S••••••• E•••••••• o• S••••••• C••••• C••••••••• funded ratio 99.0% -> 91.8% (2022-05-01 to 2023-05-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133849074-001
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.