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
W•••• C••••• P•••••• P••• a•• T••••
Corporate pensionColumbus, OH
Assets
$168M
Total assets, Dec 31, 2024 reported
Funded
90.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
8
none on the tape
Plan sponsor: W•••• C••••• S•••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.5%
- Non-interest-bearing cash 0.0%
- Common/collective trusts 98.2%
Consultants and advisers
2 firms
- T•• V••••••• G•••• Investment adviser (plan)through 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 the commitment tape
From the plan’s own commitment disclosures
- A•• T•••• C•••••• L••6 rows, latest Dec 31, 2024
Commitments
8 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 Dec 31, 2024 | A•• L•••• C•• E••••• I•••• F•••collective trust | A•• T•••• C•••••• L•• | Public equity | $21.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | A•• L••• C••••• B••• F•••collective trust | A•• T•••• C•••••• L•• | Private credit | $79.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | A•• N••••• E••••• I•••• F•••collective trust | A•• T•••• C•••••• L•• | Public equity | $13.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | A•• S•••• C•• E••••• I•••• F•••collective trust | A•• T•••• C•••••• L•• | Public equity | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | A•• U• I••••••••• G•••••••••collective trust | A•• T•••• C•••••• L•• | Pooled vehicles | $19.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | A•• L••• G••••••••• B••• I•••• F•••collective trust | A•• T•••• C•••••• L•• | Fixed income | $11.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | N••• U•••• L••• T••••••• C••collective trust | Global Trust Company | Fixed income | $13.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | N••• U•••• M•• T••••••• C••collective trust | Global Trust Company | Fixed income | $2.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$110,544 (2023-12) · $102,929 (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 | 4,094 | $180M | $186M | 90.2% | $168M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 4,374 | $172M | $194M | 80.0% | $180M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 4,777 | $253M | $198M | 95.0% | $172M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON C••••••••• codes 11 50 $394,018 PY2024
- Porter Wright Morris & Arthur LLP codes 29 50 $26,467 PY2024
- GBQ Partners codes 10 50 $14,500 PY2024
- W•••• C••••• Management Co codes 14 50 $6,447 PY2024
- V••••••• Group Inc codes 27 50 $3,180 PY2024
- US I••••••••• G••••••••• Bd Idx Sched. D C $19.4M PY2024
- US L••• G••••••••• B••• I•••• I Sched. D C $11.8M PY2024
- N••• Ul Lg Tr Cif C a Sched. D C $13.9M PY2024
- N••• Ul MD Tr Cif C a Sched. D C $2.6M PY2024
- L•••• Cap Equity I•••• I Sched. D C $21.0M PY2024
- L••• Credit B••• Class I Sched. D C $79.5M PY2024
- N••••• Equity I•••• I Sched. D C $13.4M PY2024
- S•••• Mid Cap Equity I•••• I Sched. D C $3.4M PY2024
- A•• C••••••••• I••• codes 11 PY2024
- AON C••••••••• codes 11 50 $242,687 PY2023
- V••••••• Group Inc codes 27 50 $110,544 PY2023
- W•••• C••••• Management Co codes 14 50 $49,586 PY2023
- Porter Wright Morris & Arthur LLP codes 29 50 $16,027 PY2023
- GBQ Partners codes 10 50 $13,800 PY2023
- A•• C••••••••• I••• codes 11 PY2023
- AON C••••••••• codes 11 50 $228,961 PY2022
- V••••••• Group Inc codes 27 50 $102,929 PY2022
- W•••• C••••• Management Co codes 14 50 $86,712 PY2022
- Porter Wright Morris & Arthur LLP codes 29 50 $15,909 PY2022
- GBQ Partners codes 10 50 $13,400 PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedW•••• C••••• P•••••• P••• a•• T•••• funded ratio 80.0% -> 90.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedW•••• C••••• P•••••• P••• a•• T•••• funded ratio 95.0% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedW•••• C••••• P•••••• P••• a•• T•••• plan assets $253M -> $172M (-32.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 314340520-002
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.