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
T••••••••• I••• R••••••••• P•••
Corporate pensionCincinnati, OH
Assets
$20.0M
Total assets, Nov 30, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Nov 30, 2024
Commitments
0
none on the tape
Plan sponsor: T••••••••• I•••
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 33.3%
- Other investments 58.4%
- Partnership/joint venture interests 0.0%
- Real estate (other than employer real property) 8.2%
Consultants and advisers
3 firms
- N•••• L•• Pension consultantthrough Nov 30, 2023 Form 5500
- A•• Actuarythrough Nov 30, 2023 Form 5500
- N••••••• T•••• C•• Trusteethrough Nov 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)
- P••••••••• P•••••••• A•••••••••plan years 2023
- G••••• H••••••• • A••••••••• L•••plan years 2023
- W••••••••• T•••• C••••••plan years 2023
- U•• G••••• A•••• M••••••••• •••plan years 2023
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
14 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 Nov 30, 2024 | 2,327 | n/a | n/a | n/a | $20.0M | $1,220 | n/a | $1.6M |
| 2022 to Nov 30, 2023 | 6,087 | n/a | n/a | n/a | $111M | $447,600 | n/a | $1.9M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fifth Third Bank codes 10 13 50 $535,656 PY2023
- AON Consulting, LLC codes 11 50 $265,237 PY2023
- N••••••• Trust Company codes 21 50 $128,110 PY2023
- N•••• L•• codes 17 50 $60,830 PY2023
- Ernst & Young LLP codes 10 50 $60,000 PY2023
- W••••••••• T•••• C•••••• codes 28 50 51 $45,273 PY2023
- P••••••••• codes 28 50 51 $42,928 PY2023
- Frost Brown Todd codes 49 50 $40,461 PY2023
- G••••• H••••••• • A••••••••• L••• codes 28 50 51 $32,320 PY2023
- AON Consulting, LLC codes 11 50 $1.3M PY2022
- P••••••••• codes 28 50 51 $240,980 PY2022
- Fifth Third Bank codes 10 50 $228,692 PY2022
- AON Investments USA Inc codes 15 50 $214,551 PY2022
- N••••••• Trust Company codes 21 50 $111,034 PY2022
- N•••• L•• codes 17 50 $101,312 PY2022
- W••••••••• T•••• C•••••• codes 28 50 51 $90,210 PY2022
- Ernst & Young LLP codes 10 50 $60,000 PY2022
- Frost Brown Todd codes 49 50 $56,462 PY2022
- G••••• H••••••• • A••••••••• L••• codes 28 50 51 $51,613 PY2022
- Perfection Print Media codes 15 50 $10,479 PY2022
- UBS Global Asset Management America codes 28 50 51 $8,186 PY2022
- Alight Solutions LLC codes 15 50 $6,992 PY2022
What changed
2 events
- Nov 30, 2024Assets changedT••••••••• I••• R••••••••• P••• total assets $111M -> $20M (-81.9%, 2023-11-30 to 2024-11-30)
- Dec 31, 2023Manager relationship endedinferenceUBS Global Asset Management America no longer appears on T••••••••• I••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with U•• G••••• A•••• M••••••••• •••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 311438846-001
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.