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

H••• G•• P•••••• P•••

Corporate pensionMorgantown, WV
Assets
$212M
Total assets, Dec 31, 2024 reported
Funded
336.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
16
none on the tape
Plan sponsor: H••• G••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.1%
  • Partnership/joint venture interests 18.1%
  • Common/collective trusts 80.8%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From Schedule C (investment management, code 28)
Commitments
16 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024S••• I••••••• U••• G••• B••• I•••collective trustS•••• S••••• • R•••••• 2•••Fixed income$23.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S•••• S• L•• U• G••• B• I•• N• F•••collective trustS•••• S••••• • R•••••• 2•••Pooled vehicles$47.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024W•• G• D••••••••• C••••• F•••collective trustT••••• W••••• I••••••••• S••••••••Private credit$45.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024W•• G• D••••••••• E••••• F•••collective trustT••••• W••••• I••••••••• S••••••••Hedge / diversifiers$55.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023S••• I••••••• U••• G••• B••• I•••collective trustS•••• S••••• • R•••••• 2•••Fixed income$26.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023S•••• S• L•• U• G••• B• I•• N• F•••collective trustS•••• S••••• • R•••••• 2•••Pooled vehicles$43.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023W•• G• D••••••••• C••••• F•••collective trustT••••• W••••• I••••••••• S••••••••Private credit$43.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023W•• G• D••••••••• E••••• F•••collective trustT••••• W••••• I••••••••• S••••••••Hedge / diversifiers$51.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023W•• G• R••• A•••• F•••collective trustT••••• W••••• I••••••••• S••••••••Real assets$37.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N• C••••••••• G••• S•••• T••• I•••collective trustN••••••• T•••• C••••••••• E••• I•••Cash$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S••• I••••••• U••• G••• B••• I•••collective trustS•••• S••••• • R•••••• 2•••Fixed income$31.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S•••• S• L•• U• G••• B• I•• N• F•••collective trustS•••• S••••• • R•••••• 2•••Pooled vehicles$35.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022W•• G• D••••••••• C••••• F•••collective trustT••••• W••••• I••••••••• S••••••••Private credit$36.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022W•• G• D••••••••• E••••• F•••collective trustT••••• W••••• I••••••••• S••••••••Hedge / diversifiers$45.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022W•• G• R••• A•••• F•••collective trustT••••• W••••• I••••••••• S••••••••Real assets$33.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022N• C••••••••• G••• S•••• T••• I•••collective trustN••••••• T•••• C••••••••• E••• I•••Cash$10.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
28 readings
Total assets
$212M Dec 31, 2024 reported Form 5500
$207M (2023-12) · $194M (2022-12)
Plan assets
$207M Jan 1, 2024 reported Form 5500
$194M (2023-01)
Net assets
$212M Dec 31, 2024 reported Form 5500
$207M (2023-12) · $194M (2022-12)
Funded ratio
336.9% Jan 1, 2024 reported Form 5500
337.9% (2023-01)
Funding target
$65.2M Jan 1, 2024 reported Form 5500
$63.1M (2023-01)
Discount rate
5.21% Jan 1, 2024 reported Form 5500
5.33% (2023-01)
Participants
569 Jan 1, 2024 reported Form 5500
530 (2023-01) · 528 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$5.5M Dec 31, 2024 reported Form 5500
$3.8M (2023-12) · $3.7M (2022-12)
Net investment income
$5.7M Dec 31, 2024 reported Form 5500
$12.3M (2023-12) · $-41.0M (2022-12)
Investment management fees
$258,118 Dec 31, 2024 reported Form 5500
$201,467 (2023-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 2022528n/an/an/a$194Mn/a$0n/a
2024 to Dec 31, 2024569$207M$65.2M336.9%$212M$38.3Mn/an/a
2023 to Dec 31, 2023530$194M$63.1M337.9%$207Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2025Manager relationship endedinference
    W••••• T••••• W••••• U• L•• no longer appears on H••• G•• P•••••• P•••'s Schedule C as investment manager (plan year 2025 vs 2024)
    with W••••• T••••• W••••• U• L••askebsa.dol.gov
  • Dec 31, 2025Manager relationship endedinference
    S•••• S••••• R••••••• • M••••••••• no longer appears on H••• G•• P•••••• P•••'s Schedule C as investment manager (plan year 2025 vs 2024)
    with S•••• S••••• R••••••• • M•••••••••askebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    H••• G•• P•••••• P••• no longer reports W•• G• R••• A•••• F••• (T••••• W••••• I••••••••• S••••••••) (last held $37M at 2023-12-31; absent from the 2024-12-31 filing)
    with T••••• W••••• I••••••••• S••••••••askebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    H••• G•• P•••••• P••• no longer reports N• C••••••••• G••• S•••• T••• I••• (N••••••• T•••• C••••••••• E••• I•••) (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)
    with N••••••• T•••• C••••••••• E••• I•••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 550196830-002
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.