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
P••• P•••••••• C•••••••• I••• P••••••••• a•• M••••••••• E••••••••• P•••••• P•••
Corporate pensionStrausstown, PA
Assets
$8.2M
Total assets, Dec 31, 2024 reported
Funded
84.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: P••• P•••••••• C•••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.1%
- Non-interest-bearing cash 80.7%
- Corporate debt instruments (other) 0.6%
- U.S. Government securities 0.0%
- Registered investment companies 17.9%
Consultants and advisers
1 firms
- C••••• S••••• Actuarythrough Dec 31, 2022 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)
- S••••• W••••• M•••••••••plan years 2023
- D••••••••• F••••plan years 2023
- B•••••••• F••••plan years 2023
- D••••• W•••••• L••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
33 readings
Net investment income
$262,288 (2023-12) · $-829,176 (2022-12)
Investment management fees
$17,666 (2023-12) · $18,311 (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 | 207 | $7.6M | $9.4M | 84.6% | $8.2M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 209 | $7.4M | $9.3M | 87.3% | $7.6M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 212 | $8.2M | $8.9M | 91.6% | $7.4M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S••••• W••••• M••••••••• codes 28 51 $18,679 PY2024
- D••••••••• F•••• codes 28 52 PY2024
- B•••••••• F•••• codes 28 52 PY2024
- C••••• S••••• codes 11 PY2024
- S••••• W••••• M••••••••• codes 28 51 $8,910 PY2023
- D••••• Wealth codes 28 51 $8,756 PY2023
- D••••••••• F•••• codes 28 52 PY2023
- B•••••••• F•••• codes 28 52 PY2023
- C••••• S••••• codes 11 PY2023
- D••••• Wealth codes 28 51 $18,311 PY2022
- C••••• S••••• codes 11 PY2022
What changed
7 events
- Dec 31, 2024Manager relationship endedinferenceD••••• Wealth no longer appears on P••• P•••••••• C•••••••• I••• P••••••••• a•• M••••••••• E••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with D••••• W•••••• L••askebsa.dol.gov
- Jan 1, 2024Funded status changedP••• P•••••••• C•••••••• I••• P••••••••• a•• M••••••••• E••••••••• P•••••• P••• funded ratio 87.3% -> 84.6% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedS••••• W••••• M••••••••• appears on P••• P•••••••• C•••••••• I••• P••••••••• a•• M••••••••• E••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with S••••• W••••• M•••••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedD••••••••• F•••• appears on P••• P•••••••• C•••••••• I••• P••••••••• a•• M••••••••• E••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with D••••••••• F••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedB•••••••• F•••• appears on P••• P•••••••• C•••••••• I••• P••••••••• a•• M••••••••• E••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with B•••••••• F••••askebsa.dol.gov
- Jan 1, 2023Funded status changedP••• P•••••••• C•••••••• I••• P••••••••• a•• M••••••••• E••••••••• P•••••• P••• funded ratio 91.6% -> 87.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP••• P•••••••• C•••••••• I••• P••••••••• a•• M••••••••• E••••••••• P•••••• P••• plan assets $8M -> $7M (-10.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231639778-001
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.