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
C••••••• B••• o• W••• V••••••• D•••••• B•••••• P•••••• P•••
Corporate pensionElkins, WV
Assets
$5.6M
Total assets, Oct 31, 2024 reported
Funded
89.3%
Nov 1, 2023
Private markets target
n/a
policy Oct 31, 2024
Commitments
2
none on the tape
Plan sponsor: C••••••• B••• o• W••• V•••••••
Allocation policy
Form 5500, as of Oct 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.3%
- Corporate debt instruments (preferred) 7.3%
- U.S. Government securities 13.2%
- Other investments 8.5%
- Registered investment companies 18.0%
- Common stock 48.5%
Consultants and advisers
2 firms
- M••••• S•••••• S•••• B•••••• L•• Investment adviser (plan)through Oct 31, 2023 Form 5500
- U•• C••••••••• G•••• Actuarythrough Oct 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
2 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 Oct 31, 2024 | A•••••••• G•••• R••••••••• P•••collective trust | A•••••••• G•••• R••••••••• P••• | Pooled vehicles | $5.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | A•••••••• G•••• R••••••••• P•••collective trust | A•••••••• G•••• R••••••••• P••• | Pooled vehicles | $5.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Oct 31, 2024 | 122 | $5.3M | $6.5M | 89.3% | $5.6M | n/a | n/a | n/a |
| 2022 to Oct 31, 2023 | 122 | $5.3M | $6.3M | 91.8% | $5.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- U•• C••••••••• G•••• codes 11 $18,206 PY2023
- M••••• S•••••• codes 27 $12,142 PY2023
- Metro B••••••s, Inc. codes 14 $11,622 PY2023
- A•••••••• G•••• R••••••••• P••• Sched. D C $5.6M PY2023
- U•• C••••••••• G•••• codes 11 PY2023
- M••••• S•••••• codes 27 $11,254 PY2022
- U•• C••••••••• G•••• codes 11 $10,099 PY2022
- Steptoe & Johnson PLLC codes 14 $6,463 PY2022
- Metro B••••••s, Inc. codes $6,433 PY2022
- A•••••••• G•••• R••••••••• P••• Sched. D C $5.3M PY2022
- U•• C••••••••• G•••• codes 11 PY2022
What changed
1 events
- Nov 1, 2023Funded status changedC••••••• B••• o• W••• V••••••• D•••••• B•••••• P•••••• P••• funded ratio 91.8% -> 89.3% (2022-11-01 to 2023-11-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 550143730-001
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.