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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Corporate pension
P•••••• A•••••••• B•••••• A•••••••• a•• U••• L•••• 1••••••
Corporate pensionAkron, OH
Assets
n/a
Total assets, May 31, 2025 reported
Funded
104.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
none on the tape
Plan sponsor: M•••• I••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 89.9%
- Registered investment companies 10.1%
Consultants and advisers
2 firms
- C••••••••• Investment adviser (plan)through May 31, 2025 Form 5500
- P•••••••• F•••••••• G•••• 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
- P••••••••12 rows, latest Dec 31, 2024
Commitments
12 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 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $173,015 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P••• L•• L••• D••••••• S•••separate account | P•••••••• | Fixed income | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P••• L•• S•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $343,418 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P••• L•• I•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $165,456 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L•• L••• D••••••• S•••separate account | P•••••••• | Fixed income | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L•• S•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $727,140 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L•• I•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $156,963 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L•• L••• D••••••• S•••separate account | P•••••••• | Fixed income | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L•• S•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $681,638 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L•• I•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
38 readings
Contributions
$0 (2024-12) · $0 (2023-12) · $50,000 (2022-12)
Benefits paid
$416,581 (2024-12) · $333,846 (2023-12) · $330,293 (2022-12)
Net investment income
$-429,934 (2024-12) · $-17,948 (2023-12) · $-1.4M (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to May 31, 2025 | 210 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 209 | $4.6M | $4.7M | 104.3% | $4.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 217 | $4.6M | $4.9M | 104.4% | $4.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 222 | $6.1M | $5.0M | 118.4% | $4.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••••• Life Insurance Company codes 13 50 64 $41,745 PY2025
- C••••••••• Advisors,llc codes 27 50 $6,180 PY2025
- P••• L••••• A••••• S•• A••••• Sched. D P PY2025
- P••• L•• L••• D••••••• S••• Sched. D P PY2025
- P••• L•• S•••• D•• S•• A••••• Sched. D P PY2025
- P••• L•• I•••• D•• S•• A••••• Sched. D P PY2025
- P•••••••• Life Insurance Company codes 13 50 64 $114,215 PY2024
- P••• L••••• A••••• S•• A••••• Sched. D P $173,015 PY2024
- P••• L•• L••• D••••••• S••• Sched. D P $1.6M PY2024
- P••• L•• S•••• D•• S•• A••••• Sched. D P $343,418 PY2024
- P••• L•• I•••• D•• S•• A••••• Sched. D P $1.6M PY2024
- P•••••••• F•••••••• G•••• codes 11 PY2024
- P•••••••• Life Insurance Company codes 13 50 64 $59,570 PY2023
- P••• L••••• A••••• S•• A••••• Sched. D P $165,456 PY2023
- P••• L•• L••• D••••••• S••• Sched. D P $1.7M PY2023
- P••• L•• S•••• D•• S•• A••••• Sched. D P $727,140 PY2023
- P••• L•• I•••• D•• S•• A••••• Sched. D P $1.6M PY2023
- P•••••••• F•••••••• G•••• codes 11 PY2023
- P•••••••• Life Insurance Company codes 13 50 64 $51,900 PY2022
- P••• L••••• A••••• S•• A••••• Sched. D P $156,963 PY2022
- P••• L•• L••• D••••••• S••• Sched. D P $1.5M PY2022
- P••• L•• S•••• D•• S•• A••••• Sched. D P $681,638 PY2022
- P••• L•• I•••• D•• S•• A••••• Sched. D P $1.2M PY2022
- P•••••••• F•••••••• G•••• codes 11 PY2022
What changed
4 events
- Dec 31, 2025Consultant changedinferenceC••••••••• Advisors,llc appears on P•••••• A•••••••• B•••••• A•••••••• a•• U••• L•••• 1••••••'s Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with C•••••••••askebsa.dol.gov
- May 31, 2025Assets changedP•••••• A•••••••• B•••••• A•••••••• a•• U••• L•••• 1•••••• total assets $4M -> $0 (-100.0%, 2024-12-31 to 2025-05-31)
- Jan 1, 2023Funded status changedP•••••• A•••••••• B•••••• A•••••••• a•• U••• L•••• 1•••••• funded ratio 118.4% -> 104.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP•••••• A•••••••• B•••••• A•••••••• a•• U••• L•••• 1•••••• plan assets $6M -> $5M (-23.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 340778636-002
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.