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
Y••••• A••••••••• T••••••••• I••• D•••••• B•••••• P•••
Corporate pensionMorrison, TN
Assets
$18.3M
Total assets, Dec 31, 2024 reported
Funded
97.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Y••••• A••••••••• T••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- C•••on/collective trusts 100.0%
Consultants and advisers
3 firms
- F••••••• I••••••••• A•••• M••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- F•• M••• T•••• C• Actuarythrough Dec 31, 2022 Form 5500
- F••••••• 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
- F••••••• I••••••••• A•••• M•••3 rows, latest Dec 31, 2024
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 Dec 31, 2024 | F••• P•••••• J•••••• 7•••• C••• P••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $18.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | F••• P•••••• J•••••• 7•••• C••• P••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $19.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• P•••••• J•••••• 7•••• C••• P••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $17.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
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 | 603 | $19.1M | $19.6M | 97.2% | $18.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 608 | $17.7M | $19.5M | 93.1% | $19.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 611 | $22.5M | $18.0M | 112.7% | $17.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- F•• M••• T•••• C• codes 11 15 17 $146,554 PY2024
- F••• Trust Company codes 27 50 $61,878 PY2024
- F••• P•••••• J•••••• 7•••• C••• P•• Sched. D C $18.3M PY2024
- F••••••• I••••••••• codes 11 PY2024
- F•• M••• T•••• C• codes 11 15 17 $126,241 PY2023
- F••• Trust Company codes 27 50 $74,848 PY2023
- F••• P•••••• J•••••• 7•••• C••• P•• Sched. D C $19.1M PY2023
- F••••••• I••••••••• codes 11 PY2023
- F•• M••• T•••• C• codes 11 15 17 $131,322 PY2022
- F••• Trust Company codes 27 50 $71,044 PY2022
- F••• P•••••• J•••••• 7•••• C••• P•• Sched. D C $17.3M PY2022
- F••••••• I••••••••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedY••••• A••••••••• T••••••••• I••• D•••••• B•••••• P••• funded ratio 93.1% -> 97.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedY••••• A••••••••• T••••••••• I••• D•••••• B•••••• P••• funded ratio 112.7% -> 93.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedY••••• A••••••••• T••••••••• I••• D•••••• B•••••• P••• p••• assets $23M -> $18M (-21.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 621290313-002
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.