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
DLA Piper LLP (US) Retirement Plan for Partners
Corporate pensionBaltimore, MD
Assets
$3.2M
Total assets, Dec 31, 2022 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: DLA Piper LLP US
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 89.6%
- Registered investment companies 10.4%
Consultants and advisers
2 firms
- Bank of Oklahoma Custodianthrough Dec 31, 2022 Form 5500
- Principal Custody Solutions Directed trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Wells Fargo Advisors, LLCplan years 2022
- Sage Advisory Services Ltd. Co.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
7 readings
Total assets
Net assets
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Dec 31, 2022 | 764 | n/a | n/a | n/a | $3.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Sage Advisory Services, Ltd Co codes 28 51 $218,296 PY2022
- Wells Fargo codes 28 50 51 $165,920 PY2022
- Bank of Oklahoma Financial codes 19 21 25 52 59 60 61 62 63 68 $26,584 PY2022
- Principal codes 25 $17,502 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 520616490-005
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.