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
L•••••• • S•••••• E••••••••• P•••••• P•••
Corporate pensionBeaverton, OR
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
83.3%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: L•••••• • S•••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.5%
- Registered investment companies 91.3%
Consultants and advisers
3 firms
- M•••••• L••••••••• • S•••• Custodianthrough Dec 31, 2022 Form 5500
- M•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- B••• o• A•••••• Custodianthrough Dec 31, 2022 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
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
29 readings
Investment management fees
$121,778 (2023-12) · $191,139 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 583 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 954 | $59.1M | $60.9M | 83.3% | $47.8M | $0 | n/a | n/a |
| 2022 to Dec 31, 2022 | 967 | $80.5M | $60.0M | 101.0% | $59.1M | $0 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••••• I••• codes 11 17 50 70 $104,969 PY2024
- M•••••• L•••• codes 19 28 50 59 $22,676 PY2024
- B••• o• A•••••• codes 19 21 25 50 59 $13,684 PY2024
- M•••••••• I••• codes 11 17 50 70 $443,862 PY2023
- M•••••• L•••• codes 19 28 50 59 $122,369 PY2023
- B••• o• A•••••• codes 19 21 25 50 59 $34,831 PY2023
- M•••••••• I••• codes 11 PY2023
- M•••••• L•••• codes 19 28 50 59 $166,339 PY2022
- M•••••••• I••• codes 11 17 50 70 $65,992 PY2022
- B••• o• A•••••• codes 19 21 25 50 59 $25,152 PY2022
- M•••••••• I••• codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedL•••••• • S•••••• E••••••••• P•••••• P••• total assets $48M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Assets changedL•••••• • S•••••• E••••••••• P•••••• P••• total assets $59M -> $48M (-19.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedL•••••• • S•••••• E••••••••• P•••••• P••• funded ratio 101.0% -> 83.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedL•••••• • S•••••• E••••••••• P•••••• P••• plan assets $80M -> $59M (-26.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 930372974-001
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.