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.
Corporate pension
Frank M. Vaccaro & Associates, Inc. Employees' Pension Plan
Corporate pensionMT. Laurel, NJ
Assets
$15.9M
Total assets, Dec 29, 2024 reported
Funded
84.6%
Dec 30, 2023
Private markets target
n/a
policy Dec 29, 2024
Commitments
0
none on the tape
Plan sponsor: Frank M. Vaccaro & Associates, Inc.
Allocation policy
Form 5500, as of Dec 29, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.6%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 28.2%
- Other investments 5.2%
- Registered investment companies 65.9%
Consultants and advisers
2 firms
- Morgan Stanley Custodianthrough Dec 29, 2023 Form 5500
- Cheiron Actuarythrough Dec 29, 2023 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
22 readings
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 29, 2024 | 128 | $14.0M | $9.3M | 84.6% | $15.9M | $0 | n/a | n/a |
| 2022 to Dec 29, 2023 | 126 | $11.9M | $8.7M | 77.0% | $14.1M | $6,499 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley codes 19 28 $63,841 PY2023
- Cheiron, Inc. codes 11 50 $36,726 PY2023
- Withumsmith+brown codes 10 50 $27,560 PY2023
- Cheiron, Inc. codes 11 PY2023
- Morgan Stanley codes 19 28 $58,099 PY2022
- Cheiron, Inc. codes 11 50 $35,758 PY2022
- Withumsmith+brown codes 10 50 $25,048 PY2022
- Cheiron, Inc. codes 11 PY2022
What changed
3 events
- Dec 29, 2024Assets changedFrank M. Vaccaro & Associates, Inc. Employees' Pension Plan total assets $14M -> $16M (+13.0%, 2023-12-29 to 2024-12-29)
- Dec 30, 2023Funded status changedFrank M. Vaccaro & Associates, Inc. Employees' Pension Plan funded ratio 77.0% -> 84.6% (2022-12-30 to 2023-12-30)
- Dec 30, 2023Assets changedFrank M. Vaccaro & Associates, Inc. Employees' Pension Plan plan assets $12M -> $14M (+17.8%, 2022-12-30 to 2023-12-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 233013555-001
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.