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•• B••• I•••• D•••••• B•••••• P•••••• P•••
Corporate pensionDelavan, WI
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
91.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: B••• I••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 12.1%
- Registered investment companies 77.5%
- Common stock 10.3%
Consultants and advisers
3 firms
- R•• A••••••••• L•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- A••••••• P•••••• C••••••••• L•• Actuarythrough Dec 31, 2022 Form 5500
- U• B••• Trusteethrough Dec 31, 2022 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
33 readings
Investment management fees
$10,000 (2023-12) · $10,000 (2022-12)
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 Dec 31, 2024 | 165 | $5.3M | $5.5M | 91.0% | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 186 | $5.7M | $6.2M | 84.3% | $5.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 189 | $7.0M | $6.2M | 103.9% | $5.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- A••••••• Pension C••••••••• LLC codes 11 $57,225 PY2024
- Warady & Davis, LLP codes 10 $11,250 PY2024
- RLW Associates, Inc. codes 27 $10,000 PY2024
- U• B••• codes 21 $9,628 PY2024
- A••••••• P•••••• C••••••••• L•• codes 11 PY2024
- A••••••• Pension C••••••••• LLC codes 11 $30,616 PY2023
- Warady & Davis, LLP codes 10 $11,250 PY2023
- RLW Associates, Inc. codes 27 $10,000 PY2023
- U• B••• codes 21 $9,584 PY2023
- A••••••• P•••••• C••••••••• L•• codes 11 PY2023
- A••••••• Pension C••••••••• LLC codes 11 $27,304 PY2022
- Warady & Davis, LLP codes 10 $11,250 PY2022
- RLW Associates, Inc. codes 27 $10,000 PY2022
- U• B••• codes 21 $9,217 PY2022
- A••••••• P•••••• C••••••••• L•• codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedT•• B••• I•••• D•••••• B•••••• P•••••• P••• total assets $5M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedT•• B••• I•••• D•••••• B•••••• P•••••• P••• funded ratio 84.3% -> 91.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedT•• B••• I•••• D•••••• B•••••• P•••••• P••• funded ratio 103.9% -> 84.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedT•• B••• I•••• D•••••• B•••••• P•••••• P••• plan assets $7M -> $6M (-19.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 363935655-002
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.