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
C••••••••• G•••• C•••••• P•••••• P•••
Corporate pensionNEW York, NY
Assets
$100M
Total assets, Dec 31, 2024 reported
Funded
101.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: C••••••••• G•••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- U.S. Government securities 28.4%
- Other investments 56.9%
- Partnership/joint venture interests 5.5%
- Registered investment companies 4.1%
Consultants and advisers
4 firms
- V••• I••••••••• M••••••••• C• L•• Investment adviser (plan)through Dec 31, 2023 Form 5500
- S•••••••• I••••••••• M••••••••• L•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- N••••••• T•••• C•• Trusteethrough Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough 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
$443,497 (2023-12) · $579,252 (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 | 2,783 | $104M | $107M | 101.1% | $100M | $5.5M | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,069 | $106M | $112M | 101.3% | $104M | $5.1M | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,991 | $133M | $110M | 112.8% | $107M | $4.5M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• codes 11 $1.4M PY2024
- S•••••••• Investment Management codes 27 $318,451 PY2024
- Seyfarth Shaw LLP codes 29 $111,434 PY2024
- N••••••• Trust Company codes 21 $103,078 PY2024
- PKF O'Connor Davies, LLP codes 10 99 $44,000 PY2024
- V••• Institutional P••• Services codes 27 $8,724 PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- W••••• T••••• W••••• codes 11 $505,137 PY2023
- S•••••••• Investment Management codes 27 $439,283 PY2023
- N••••••• Trust Company codes 21 $225,944 PY2023
- O'Connor Davies, LLP codes 10 99 $42,000 PY2023
- V••• Institutional P••• Services codes 27 $12,404 PY2023
- Seyfarth Shaw LLP codes 29 $6,383 PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- S•••••••• Investment Management codes 27 $464,586 PY2022
- N••••••• Trust Company codes 21 $113,225 PY2022
- W••••• T••••• W••••• codes 11 $40,673 PY2022
- Seyfarth Shaw LLP codes 29 $20,601 PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
3 events
- Dec 31, 2023Consultant changedinferenceV••• Institutional P••• Services appears on C••••••••• G•••• C•••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with V••• I••••••••• M••••••••• C• L••askebsa.dol.gov
- Jan 1, 2023Funded status changedC••••••••• G•••• C•••••• P•••••• P••• funded ratio 112.8% -> 101.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedC••••••••• G•••• C•••••• P•••••• P••• plan assets $133M -> $106M (-20.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 360947870-013
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.