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
S•• P•••••• P•••
Corporate pensionOrange, CT
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
85.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: T•• S••••••• C••••••••• G•• C••••••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Master trust investment accounts 96.7%
Consultants and advisers
4 firms
- P•• U• T•• L•• Actuarythrough Dec 31, 2023 Form 5500
- P••••••••• L•• Actuarythrough Dec 31, 2022 Form 5500
- N••••••• T•••• C•• Custodianthrough Dec 31, 2022 Form 5500
- G••••••• I••••••••• Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on Schedule C
From Schedule C (investment management, code 28)
- S••••• B••••• • H••••• L••plan years 2023
- M•••••plan years 2023
- U•• A•••• M•••••••••plan years 2023
- N•••• L••plan years 2023
- N••• I••••••••• A•••••••• L••plan years 2022
- P•••••• I••••••• M••••••••• C• L••plan years 2022
- B•••••••• I••••••••• T•••• C••••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
$119,520 (2023-12) · $39,455 (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 | 610 | $95.3M | $120M | 85.6% | $0 | n/a | $0 | n/a |
| 2023 to Dec 31, 2023 | 651 | $91.2M | $125M | 80.1% | $98.8M | n/a | $95.5M | n/a |
| 2022 to Dec 31, 2022 | 299 | $48.1M | $45.0M | 101.9% | $94.2M | n/a | $94.2M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P••••••••• LLC codes 11 $39,678 PY2024
- M••••• codes 28 $33,493 PY2024
- N••••••• Trust codes 19 25 $30,121 PY2024
- P•••••• Investment Management Co codes 28 $24,846 PY2024
- N••• codes 28 $23,573 PY2024
- Bonadio & Co. codes 10 $22,037 PY2024
- G••••••• I••••••••• codes 19 $18,037 PY2024
- S••••• B••••• & H••••• Inv. Counsel codes 28 $15,225 PY2024
- B•••••••• Investment codes 28 $13,782 PY2024
- UBS Global Asset Management codes 28 $13,099 PY2024
- Avangrid, Inc. Db Master Trust Sched. D M PY2024
- P•• U• T•• L•• codes 11 PY2024
- P••••••••• LLC codes 11 $50,327 PY2023
- Bonadio & Co., LLP codes 10 $32,417 PY2023
- N••••••• Trust codes 19 25 $24,186 PY2023
- P•••••• Investment Management Co codes 28 $21,735 PY2023
- S••••• B••••• & H••••• Inv. Counsel codes 28 $19,280 PY2023
- N••• codes 28 $19,117 PY2023
- B•••••••• Investment codes 28 $16,307 PY2023
- G••••••• I••••••••• codes 19 $11,687 PY2023
- M••••• codes 28 $10,854 PY2023
- UBS Global Asset Management codes 28 $9,615 PY2023
- N•••• L•• codes 28 $9,398 PY2023
- Avangrid, Inc. Db Master Trust Sched. D M $95.5M PY2023
- P•• U• T•• L•• codes 11 PY2023
- P••••••••• LLC codes 11 $32,667 PY2022
- Bonadio & Co., LLP codes 10 $15,675 PY2022
- N••••••• Trust codes 19 25 $9,824 PY2022
- N••• codes 28 $9,278 PY2022
- P•••••• Investment Management Co codes 28 $8,693 PY2022
- B•••••••• Investment codes 28 $7,190 PY2022
- G••••••• I••••••••• codes 19 $6,091 PY2022
- Avangrid Inc. Db Master Trust Sched. D M $94.2M PY2022
- P••••••••• L•• codes 11 PY2022
What changed
9 events
- Dec 31, 2024Manager relationship endedinferenceN•••• L•• no longer appears on S•• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with N•••• L••askebsa.dol.gov
- Dec 31, 2024Assets changedS•• P•••••• P••• total assets $99M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedS•• P•••••• P••• funded ratio 80.1% -> 85.6% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedM••••• appears on S•• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with M•••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedUBS Global Asset Management appears on S•• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with U•• A•••• M•••••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedN•••• L•• appears on S•• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with N•••• L••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedS••••• B••••• & H••••• Inv. Counsel appears on S•• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with S••••• B••••• • H••••• L••askebsa.dol.gov
- Jan 1, 2023Funded status changedS•• P•••••• P••• funded ratio 101.9% -> 80.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedS•• P•••••• P••• plan assets $48M -> $91M (+89.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060835501-003
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.