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
A••••••• N••••• A••••••••• R••••••••• P•••
Corporate pensionSilver Spring, MD
Assets
n/a
Total assets, Aug 28, 2025 reported
Funded
100.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: A••••••• N••••• A•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 98.7%
- Non-interest-bearing cash 0.1%
- Registered investment companies 0.8%
Consultants and advisers
2 firms
- B••• o• A•••••• Trusteethrough Aug 28, 2025 Form 5500
- M••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- M•••••• L••••••••• • S••••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
39 readings
Benefits paid
$30.6M (2024-12) · $1.9M (2023-12) · $1.9M (2022-12)
Net investment income
$-29.5M (2024-12) · $1.3M (2023-12) · $-5.2M (2022-12)
Investment management fees
$87,052 (2023-12) · $88,274 (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 Aug 28, 2025 | 272 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 344 | $31.5M | $30.3M | 100.0% | $2.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 354 | $30.2M | $30.1M | 103.6% | $31.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 356 | $35.3M | $29.4M | 105.2% | $30.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- B••• o• A•••••• codes 21 $4,400 PY2025
- M•••••• L••••,pierce,fenner and S codes 51 52 56 60 62 63 $85,130 PY2024
- B••• o• A•••••• codes 21 $29,931 PY2024
- John Hancock Life Insurance Company codes 13 $8,974 PY2024
- M••••• codes 11 PY2024
- M•••••• L••••,pierce,fenner and S codes 51 52 56 60 62 63 $87,052 PY2023
- B••• o• A•••••• codes 21 $38,109 PY2023
- John Hancock Life Insurance Company codes 13 $13,001 PY2023
- M••••• codes 11 PY2023
- M•••••• L••••, Pierce, Fenner and S codes 51 52 56 60 62 63 $88,274 PY2022
- B••• o• A•••••• codes 21 $23,025 PY2022
- John Hancock Life Insurance Company codes 13 $13,001 PY2022
- M••••• codes 11 PY2022
What changed
4 events
- Aug 28, 2025Assets changedA••••••• N••••• A••••••••• R••••••••• P••• total assets $2M -> $0 (-100.0%, 2024-12-31 to 2025-08-28)
- Dec 31, 2024Assets changedA••••••• N••••• A••••••••• R••••••••• P••• total assets $32M -> $2M (-93.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedA••••••• N••••• A••••••••• R••••••••• P••• funded ratio 103.6% -> 100.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Assets changedA••••••• N••••• A••••••••• R••••••••• P••• plan assets $35M -> $30M (-14.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131893923-003
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.