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
R••••••••• P••• f•• E•••••••• o• P•••• R•••• V••••• E••••••• P•••• A•••••••••
Corporate pensionColumbia, MS
Assets
$60.9M
Total assets, Aug 31, 2025 reported
Funded
97.4%
Sep 1, 2024
Private markets target
n/a
policy Aug 31, 2025
Commitments
3
none on the tape
Plan sponsor: P•••• R•••• V••••• E••••••• P•••• A•••••••••
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.4%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 0.5%
- I•••••••• company general account 0.8%
- Pooled separate accounts 0.7%
- Registered investment companies 95.5%
Consultants and advisers
2 firms
- A•••• L••• I•••••••• C•••••• Trusteethrough Aug 31, 2025 Form 5500
- U•• C••••••••• G•••• Actuarythrough Aug 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- A•••• L••• I•••••••• C••••••3 rows, latest Aug 31, 2025
From Schedule C (investment management, code 28)
- M••••••• C•••••• A•••••••plan years 2023
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | S••••••• A•••••• 1••separate account | A•••• L••• I•••••••• C•••••• | Pooled vehicles | $440,555 held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | S••••••• A•••••• 1••separate account | A•••• L••• I•••••••• C•••••• | Pooled vehicles | $414,279 held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2023 | S••••••• A•••••• 1••separate account | A•••• L••• I•••••••• C•••••• | Pooled vehicles | $388,245 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$212,220 (2024-08) · $181,034 (2023-08)
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 Aug 31, 2025 | 250 | $58.8M | $59.2M | 97.4% | $60.9M | n/a | n/a | n/a |
| 2023 to Aug 31, 2024 | 251 | $51.6M | $57.3M | 88.1% | $58.8M | n/a | n/a | n/a |
| 2022 to Aug 31, 2023 | 246 | $49.4M | $53.1M | 91.2% | $51.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••••• C•••••• A••••••• codes 28 $239,453 PY2024
- A•••• L••• I•••••••• C•••••• codes 21 28 $8,971 PY2024
- Disbursement Payment A•••••• Sched. D P $440,555 PY2024
- U•• C••••••••• G•••• codes 11 PY2024
- M••••••• C•••••• A••••••• codes 28 $212,792 PY2023
- Disbursement Payment A•••••• Sched. D P $414,279 PY2023
- U•• C••••••••• G•••• codes 11 PY2023
- M••••••• C•••••• A••••••• codes 28 $177,985 PY2022
- Disbursement Payment A•••••• Sched. D P $388,245 PY2022
- U•• C••••••••• G•••• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship startedA•••• L••• I•••••••• C•••••• appears on R••••••••• P••• f•• E•••••••• o• P•••• R•••• V••••• E••••••• P•••• A•••••••••'s Schedule C as investment manager (plan year 2024 vs 2023)with A•••• L••• I•••••••• C••••••askebsa.dol.gov
- Sep 1, 2024Funded status changedR••••••••• P••• f•• E•••••••• o• P•••• R•••• V••••• E••••••• P•••• A••••••••• funded ratio 88.1% -> 97.4% (2023-09-01 to 2024-09-01)
- Sep 1, 2024Assets changedR••••••••• P••• f•• E•••••••• o• P•••• R•••• V••••• E••••••• P•••• A••••••••• plan assets $52M -> $59M (+14.1%, 2023-09-01 to 2024-09-01)
- Aug 31, 2024Assets changedR••••••••• P••• f•• E•••••••• o• P•••• R•••• V••••• E••••••• P•••• A••••••••• total assets $52M -> $59M (+14.1%, 2023-08-31 to 2024-08-31)
- Sep 1, 2023Funded status changedR••••••••• P••• f•• E•••••••• o• P•••• R•••• V••••• E••••••• P•••• A••••••••• funded ratio 91.2% -> 88.1% (2022-09-01 to 2023-09-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 640219645-001
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.