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
B•••••• P•••• M••••••••• I••• P•••••• P•••
Corporate pensionMonroeville, PA
Assets
$339M
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: B•••••• P•••• M••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
9 firms
- P••• I•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- M••••• I••••••••• L•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• L•• Pension consultantthrough Dec 31, 2022 Form 5500
- N••••••• T•••• C•• TrusteeDiscretionary trusteethrough Dec 31, 2023 Form 5500
- B••• G•••••• L•• Actuarythrough Dec 31, 2022 Form 5500
- C••••••• B••• Custodianthrough Dec 31, 2022 Form 5500
- A••••••••• T•••• C•••••• Trusteethrough Dec 31, 2022 Form 5500
- B••• o• N•• Y••• M••••• Custodianthrough Dec 31, 2022 Form 5500
- B•••••••• I••••••••• T•••• C•••• Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on Schedule C
From Schedule C (investment management, code 28)
- M•••••• I••••••••• M•••••••••plan years 2022
- W•••••• B•••• I••••••••• M•••• L••plan years 2022
- A•••••• A•••• M•••••••••plan years 2022
- R••••• I••••••••• A•••• M••• U•plan years 2022
- F••••• I•••••••••plan years 2022
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
$898,315 (2023-12) · $825,213 (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 | 1,306 | $347M | $320M | 101.1% | $339M | n/a | $339M | n/a |
| 2023 to Dec 31, 2023 | 1,314 | $312M | $310M | 98.3% | $347M | n/a | $337M | n/a |
| 2022 to Dec 31, 2022 | 1,324 | $405M | $293M | 114.2% | $311M | n/a | $297M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- B••• Global LLC codes 11 15 50 $398,303 PY2024
- M•••••• I••••••••• M••••••••• codes 28 51 $250,925 PY2024
- F••••• I••••••••• codes 28 51 71 $235,827 PY2024
- Jennison Associates LLC codes 27 51 68 $114,149 PY2024
- The N••••••• Trust Company codes 21 50 62 $89,934 PY2024
- M••••• I••••••••• L•• codes 27 50 $77,598 PY2024
- A•••••• A•••• M••••••••• LLC codes 28 49 51 $69,468 PY2024
- W•••••• B•••• I••••••••• M•••• L•• codes 28 51 $67,774 PY2024
- C••••••• B••• codes 19 49 50 59 62 $47,171 PY2024
- A••••••••• T•••• C•••••• codes 21 56 62 64 68 72 $38,785 PY2024
- AON Risk Solutions, Inc. codes 22 50 $29,126 PY2024
- Trucker Huss, Apc codes 29 50 $21,483 PY2024
- Schneider Downs & Co. codes 10 50 $20,433 PY2024
- B•••••••• I••••••••• Trust Co Na codes 21 24 28 50 51 $13,012 PY2024
- BNY M••••• codes 10 14 15 18 19 PY2024
- B•••••• Nr Program Pension Mt a Sched. D M $339M PY2024
- B••• G•••••• L•• codes 11 PY2024
- F••••• I••••••••• codes 28 51 71 $255,932 PY2023
- M•••••• I••••••••• M••••••••• codes 28 51 $216,659 PY2023
- B••• Global LLC codes 11 15 50 $194,089 PY2023
- Jennison Associates LLC codes 27 51 68 $115,601 PY2023
- The N••••••• Trust Company codes 21 50 62 $84,861 PY2023
- M••••• I••••••••• L•• codes 27 50 $74,713 PY2023
- W•••••• B•••• I••••••••• M•••• L•• codes 28 51 $72,163 PY2023
- A•••••• A•••• M••••••••• LLC codes 28 49 51 $65,897 PY2023
- C••••••• B••• codes 19 49 50 59 62 $48,892 PY2023
- A••••••••• T•••• C•••••• codes 21 56 62 64 68 72 $36,387 PY2023
- AON Risk Solutions, Inc. codes 22 50 $29,681 PY2023
- Schneider Downs & Co. codes 10 50 $18,668 PY2023
- B•••••••• I••••••••• Trust Co Na codes 21 24 28 50 51 $12,070 PY2023
- BNY M••••• codes 10 14 15 18 19 PY2023
- B•••••• Nr Program Pension Mt a Sched. D M $337M PY2023
- B••• G•••••• L•• codes 11 PY2023
- F••••• I••••••••• codes 28 51 71 $254,757 PY2022
- B••• Global LLC codes 11 50 $212,038 PY2022
- M•••••• I••••••••• M••••••••• codes 28 51 $203,320 PY2022
- Jennison Associates LLC codes 27 51 68 $121,802 PY2022
- The N••••••• Trust Company codes 24 50 $84,937 PY2022
- A•••••• A•••• M••••••••• LLC codes 28 51 $72,975 PY2022
- M••••• I••••••••• L•• codes 27 50 $70,602 PY2022
- W•••••• B•••• I••••••••• M•••• L•• codes 28 51 $61,972 PY2022
- C••••••• B••• codes 19 50 $53,778 PY2022
- A••••••••• T•••• C•••••• codes 21 56 62 64 68 $38,068 PY2022
- AON Risk Solutions, Inc. codes 22 50 $31,731 PY2022
- Schneider Downs & Co. codes 10 50 $18,686 PY2022
- B•••••••• I••••••••• Trust Co Na codes 21 24 28 50 51 $13,085 PY2022
- R••••• Inst Asset M••• US, Inc. codes 28 51 71 $7,392 PY2022
- W••••• T••••• W••••• U• L•• codes 17 50 $7,200 PY2022
- Trucker Huss, Apc codes 29 50 $5,393 PY2022
- BNY M••••• codes 10 14 15 18 19 PY2022
- B•••••• Nr Program Pension Mt a Sched. D M $297M PY2022
- B••• G•••••• L•• codes 11 PY2022
What changed
7 events
- Jan 1, 2024Funded status changedB•••••• P•••• M••••••••• I••• P•••••• P••• funded ratio 98.3% -> 101.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedB•••••• P•••• M••••••••• I••• P•••••• P••• plan assets $312M -> $347M (+11.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceR••••• Inst Asset M••• US, Inc. no longer appears on B•••••• P•••• M••••••••• I••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with R••••• I••••••••• A•••• M••• U•askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceW••••• T••••• W••••• U• L•• no longer appears on B•••••• P•••• M••••••••• I••• P•••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with W••••• T••••• W••••• U• L••askebsa.dol.gov
- Dec 31, 2023Assets changedB•••••• P•••• M••••••••• I••• P•••••• P••• total assets $311M -> $347M (+11.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedB•••••• P•••• M••••••••• I••• P•••••• P••• funded ratio 114.1% -> 98.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedB•••••• P•••• M••••••••• I••• P•••••• P••• plan assets $405M -> $312M (-23.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 943330445-002
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.