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
H••••••• B••••••••• I••• R••••••••• P•••
Corporate pensionJefferson City, MO
Assets
$40.7M
Total assets, Dec 31, 2024 reported
Funded
109.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: H••••••• B••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 8.9%
- Corporate debt instruments (preferred) 2.4%
- U.S. Government securities 18.5%
- Registered investment companies 70.0%
Consultants and advisers
2 firms
- A•• Actuarythrough Dec 31, 2022 Form 5500
- A•• C••••••••• I••• Actuarythrough 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)
- H••••••• B••••••••• I•••plan years 2024
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
31 readings
Investment management fees
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 | 392 | $36.2M | $24.7M | 109.9% | $40.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 397 | $30.9M | $23.4M | 94.8% | $36.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 399 | $38.4M | $21.7M | 128.0% | $30.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- A•• C••••••••• I••• codes 11 16 50 $144,961 PY2024
- H••••••• Wealth Management codes 28 50 $18,311 PY2024
- A•• C••••••••• I••• codes 11 PY2024
- A•• C••••••••• I••• codes 11 16 50 $109,328 PY2023
- A•• C••••••••• I••• codes 11 PY2023
- A•• C••••••••• I••• codes 11 16 50 $114,696 PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
7 events
- Dec 31, 2024Manager relationship startedH••••••• Wealth Management appears on H••••••• B••••••••• I••• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with H••••••• B••••••••• I•••askebsa.dol.gov
- Dec 31, 2024Assets changedH••••••• B••••••••• I••• R••••••••• P••• total assets $36M -> $41M (+12.3%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedH••••••• B••••••••• I••• R••••••••• P••• funded ratio 94.8% -> 109.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedH••••••• B••••••••• I••• R••••••••• P••• plan assets $31M -> $36M (+17.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedH••••••• B••••••••• I••• R••••••••• P••• total assets $31M -> $36M (+17.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedH••••••• B••••••••• I••• R••••••••• P••• funded ratio 128.0% -> 94.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedH••••••• B••••••••• I••• R••••••••• P••• plan assets $38M -> $31M (-19.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 431626350-001
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.